iPhone17关键物料短缺！难产！

Wit Display2025-04-22

来源：Wit Displayhttps://ecbu.ecic.com/由于iPhone 17库存积累遇到问题，苹果首席执行长库克（Tim Cook）现在正“极度焦虑”（extremely anxious）。科媒phonearena指出，低热膨胀系数（CTE）玻璃纤维布的短缺给苹果带来了麻烦，并阻碍公司生产下一代旗舰产品。低CTE玻璃纤维布用于智能型手机散热，并减少因温度变化而对内部组件产生的压力...

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anxious）。科媒phonearena指出，低热膨胀系数（CTE）玻璃纤维布的短缺给苹果带来了麻烦，并阻碍公司生产下一代旗舰产品。低CTE玻璃纤维布用于智能型手机散热，并减少因温度变化而对内部组件产生的压力...</p>\n\n<a href=\"https://finance.sina.com.cn/cj/2025-04-22/doc-inetzepc5524113.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2077746001.SGD","symbol_name":"Blackrock ESG Multi-Asset A2 SGD-H","start_time":0,"source_url":"https://finance.sina.com.cn/cj/2025-04-22/doc-inetzepc5524113.shtml","article_id":"2529392813","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529392813","pubTimestamp":1745290800,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"它是智能型手机构造的关键部分，没有它，iPhone 17系列就无法生产。iPhone 17需要按时准备好，因为这不仅因为苹果的下一代旗舰产品，还因为它将标志着该公司的新时代。更重要的是，iPhone17的发表会将推出一款新机型。来自业界多个消息来源的报导均表明，苹果即将淘汰iPhone Plus 机型。相反地，它将被iPhone 17 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Dystocia!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"MACW.SI":0.6},"content_text":"来源：Wit Displayhttps://ecbu.ecic.com/由于iPhone 17库存积累遇到问题，苹果首席执行长库克（Tim Cook）现在正“极度焦虑”（extremely anxious）。科媒phonearena指出，低热膨胀系数（CTE）玻璃纤维布的短缺给苹果带来了麻烦，并阻碍公司生产下一代旗舰产品。低CTE玻璃纤维布用于智能型手机散热，并减少因温度变化而对内部组件产生的压力。它是智能型手机构造的关键部分，没有它，iPhone 17系列就无法生产。据报导，智慧手机同业也在为应对此类物料短缺问题做出准备。库克每天都在敦促供应链解决物料短缺的混乱。iPhone 17需要按时准备好，因为这不仅因为苹果的下一代旗舰产品，还因为它将标志着该公司的新时代。更重要的是，iPhone17的发表会将推出一款新机型。来自业界多个消息来源的报导均表明，苹果即将淘汰iPhone Plus 机型。相反地，它将被iPhone 17 Air取代：这是一款更纤薄的版本，专门针对那些优先考虑美观的用户。此前媒体报导，iPhone17系列预计将在今年9月发布，包含让人很期待新型号加入iPhone 17 Air，以及iPhone 17 Pro系列的最新外观设计。低热膨胀系数玻璃纤维布是智能手机高性能芯片封装、高频通信模组及精密光学组件的核心材料，其技术壁垒高、替代难度大，已成为5G/6G时代电子材料竞争的制高点之一。A股上市公司中， 宏和科技（603256） 明确具备低热膨胀系数玻璃纤维布的生产能力，并已实现产品认证和量产。宏和科技定位“替代高端进口产品”，其低热膨胀系数产品具有高技术含量和高附加值，技术达到国际领先水平。在超薄布、极薄布领域，宏和科技是全球产能第一的企业，产品广泛应用于智能手机、服务器、汽车电子及AI服务器等高需求领域。宏和科技专注于中高端电子级玻璃纤维布的研发和生产，是全球唯二能批量生产0.03mm级极薄布的企业（另一家为日本旭化成），且通过苹果MFi认证。苹果MFi认证（Made for iPhone/iPad/iPod）是苹果公司为第三方配件厂商设计的授权体系，旨在确保外置配件与苹果设备的兼容性、安全性及用户体验一致性。根据宏和科技招股说明书，该公司生产的高端超薄布、极薄布是苹果iPhone、iPad、iWatch等产品中电子级玻璃纤维布的核心供应商，与日本旭化成共同主导该领域供应。该公司的超薄布（≤0.03mm） 适配苹果A系列芯片封装基板；其低CTE玻璃布用于5G射频模组与AI芯片散热。宏和科技与全球头部覆铜板厂商（如松下电子、台光电子）合作超10年（ & 12），这些厂商直接向苹果供应PCB基材。宏和科技的“年产5040万米5G用高端电子级玻璃纤维布”项目于2023年全面投产，产品逐步获得下游客户认证。另外，港股的建滔集团，对此项材料技术也有相关布局。特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2529392813","isCrawlerRequest":true}