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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Mar 11

1 items

14:38Impact score 25
iPhone 18 Pro复用模具，屏下Face ID延期
供应链信息显示，iPhone 18 Pro系列将部分复用前代模具，屏下Face ID（缩小灵动岛）方案将延期至下一代。核心升级包括采用2nm制程的A20 Pro芯片及约5000mAh级别电池。
中性
Pro系列确认采用2nm芯片将微幅拉动台积电先进制程需求，但ID设计延期与模具复用表明供应链无重大变动。
A-series SoCTSMCProduct Launch

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18