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Omdia:受存储器供应受限与地缘政治压力影响,2026年全球智能手机出货量预计下降 7%
伦敦--(BUSINESS WIRE)--(美国商业资讯)-- Omdia 最新预测,2026年全球智能手机出货量预计将同比下降约7%。该预测基于2026年第一季度的存储器价格假设,预计随着时间推移,价格压力和供应紧张将在今年下半年开始有所缓解。2026年,全球智能手机市场将面临显著挑战。存储器供应趋紧以及价格持续高位,使厂商成本压力不断上升。目前,存储器在智能手机物料清单(BOM)中的占比明显提高,正侵蚀厂商的盈利能力,尤其是对入门级设备影响更为明显。自2025年第四季度以来,智能手机厂商已开始提高零售价格以维持利润率。然而,持续的价格上涨可能削弱市场需求,尤其是在价格敏感的新兴市场。 如果存储器价格在AI 服务器需求持续锁定产能的推动下继续保持明显上涨至2026年下半年,全球智能手机市场将面临更大的下行风险。在这种情况下,智能手机厂商在入门级和高端机型上的成本都将进一步上升。与此同时,中东地区地缘政治紧张局势的升级可能加剧宏观经济波动,包括能源价格上涨、运输成本增加以及汇率不稳定,从而进一步削弱价格敏感市场的消费者换机需求。在这一不利情景下,2026年全球智能手机出货量可能下降超过...
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Computershare Trustees (Jersey) Limited UK Regulatory Announcement: Form 8.3
LONDON--(BUSINESS WIRE)-- FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: Computershare Trustees (Jersey) Limited as trustee of the Schroders Employee Benefit Trust (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. Fo...
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Riassunto: Verifone e Thales attivano la connettività globale senza interruzioni per i terminali di pagamento
MEUDON, Francia--(BUSINESS WIRE)--Alla base di questa collaborazione si trova la leadership di Thales nella gestione delle eSIM per dispositivi connessi su larga scala, che consentono la distribuzione e la gestione della connettività da remoto, in linea con le più recenti specifiche IoT GSMA SGP.32. Il testo originale del presente annuncio, redatto nella lingua di partenza, è la versione ufficiale che fa fede. Le traduzioni sono offerte unicamente per comodità del lettore e devono rinviare al t...
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Christopher “Chris” Babcock, Former ~25 Year Director from BNY Mellon Asset Management, Joins Star Mountain Capital as Managing Director
NEW YORK--(BUSINESS WIRE)--Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with approximately $4.5 billion in assets under management ("AUM"), is pleased to announce that Christopher Babcock has joined as Managing Director. Mr. Babcock will leverage approximately 30 years of asset management experience to advance the firm's investor relations efforts and deepen relationships across institutional and wealth channels. Mr. Babcock has built a disting...
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Eurofins Biomnis Launches New Clinical LC‑MS/MS Method for the Detection of Cereulide Toxin in Stool Samples
LYON, France--(BUSINESS WIRE)--Eurofins Biomnis, a leading European provider of specialised clinical diagnostics services, and part of the global network of Eurofins laboratories, announces the successful development and validation of a new liquid chromatography tandem mass spectrometry (LC‑MS/MS) method for the detection and quantification of cereulide toxin in human stool samples. This innovation underlines Eurofins Biomnis’ diagnostic innovation, and its commitment to contributing its expert...
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Eurofins Biomnis lance une nouvelle méthode clinique LC‑MS/MS pour la détection de la toxine céréulide dans les échantillons de selles
LYON, France--(BUSINESS WIRE)--Eurofins Biomnis, acteur majeur européen de la biologie médicale spécialisée et membre du réseau international de laboratoires Eurofins, annonce le développement et la validation d’une nouvelle méthode de chromatographie liquide couplée à la spectrométrie de masse en tandem (LC‑MS/MS) pour la détection et la quantification de la toxine céréulide dans les selles humaines. Cette innovation souligne l’engagement d’Eurofins Biomnis en matière d’innovation diagnostique...
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Oasis Calls for Governance Reform and Corporate Value Recovery at Nidec
HONG KONG--(BUSINESS WIRE)--Oasis Management Company Ltd. (“Oasis”) is the manager to funds that beneficially own approximately 6.7% of Nidec Corporation (“Nidec” or the “Company”), a global manufacturer of motors and related products. Oasis has adopted the Japan FSA’s Principles for Responsible Institutional Investors (a/k/a the Japan Stewardship Code) and, in line with those principles, Oasis monitors and engages with its investee companies. Oasis is a long-term shareholder and has been in di...
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オアシスはニデックの株主として、ガバナンス改善と企業価値回復を求める
香港--(BUSINESS WIRE)--(ビジネスワイヤ) -- オアシス・マネジメント・カンパニー・リミテッド(以下「オアシス」といいます。)は、モーターおよび関連製品の世界的メーカーであるニデック株式会社(以下「ニデック」または「同社」といいます。)の株式を約6.7%保有するファンドの運用会社です。オアシスは「責任ある機関投資家」の諸原則《日本版スチュワードシップ・コード》を遵守しており、この原則に沿ってオアシスは投資先企業のモニタリングとエンゲージメントを行っております。 オアシスは長期株主であり、不適切会計問題が明らかになる以前から同社との面談を行ってきました。不適切会計問題の発覚以降は、企業価値の回復とガバナンス改善に向けて、同社との対話を継続してきました。 オアシスは、ニデックで明らかになった一連の不適切会計問題を極めて重大な問題であると考えています。第三者委員会による調査報告書でも指摘されている通り、これらの問題は単なる個別の不祥事ではなく、過度な業績目標のプレッシャーや創業者による強い支配力を背景とした企業文化の中で発生した構造的な問題です。 オアシスは、こうした問...
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Hexcel and Dassault Aviation Celebrate Falcon 10X Roll‑Out, Strengthening a Long‑Term Partnership
STAMFORD, Conn.--(BUSINESS WIRE)--Hexcel congratulates Dassault Aviation on the successful roll out of the Falcon 10X....
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New Survey: 2-in-3 Canadian Seniors Feel at Risk of Financial Fraud This Year
TORONTO--(BUSINESS WIRE)--Financial fraud is on the rise in Canada, with more scams and larger losses reported in recent years as fraudsters increasingly use artificial intelligence to make scams harder to spot. As March marks Fraud Prevention Month, new research from Bloom Finance reveals that older Canadians are feeling increasingly vulnerable, with two-thirds of adults aged 55 and older reporting they feel at risk of financial fraud within the next year. The findings highlight how the growin...