15:28Impact score 2525联发科G100手机首发1399元蓝狐手机搭载联发科G100芯片首发1399元起,采用6nm工艺及LPDDR4X内存。中性手机发布对芯片供应链影响有限。联发科 Helio G100LPDDR4XUFS 2.2联发科, OmniVision and 3 totalProduct LaunchMoreRelated manufacturers联发科, OmniVision, 三星电子Part numbersG100OV64B40S5K3P3Impact score25 / 100, low impact
22:48Impact score 2525AYANEO 推出复古掌机首发价499元AYANEO 推出搭载联发科 Helio G90T 的复古掌机 KONKR Pocket Advance,首发价 499 元起。该设备配备 3.5 英寸 LCD 屏幕及主动散热系统。中性新需求确认,对现有芯片现货价格无直接影响。Helio G90TMediaTek, AYANEOProduct LaunchMoreRelated manufacturersMediaTek, AYANEOPart numbersHelio G90TImpact score25 / 100, low impact
14:05Impact score 55小米17T Pro搭载天玑9500,本月发布小米17T Pro搭载天玑9500芯片,REDMI Pad 2 9.7平板预计本月发布。该系列手机定位游戏市场,平板主打性价比,部分海外市场将以POCO品牌销售。中性新品发布对相关芯片需求有潜在拉动,但短期现货价格影响中性。MediaTek Dimensity 9500MediaTek Dimensity 8500Helio seriesXiaomi, POCO and 3 totalProduct LaunchMoreRelated manufacturersXiaomi, POCO, MediaTekPart numbers2602EPTC0G2602DPT53G2604ERP4DGImpact score5 / 100, low impact