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class=\"wp-block-heading\"><strong>1.\u00a0<strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u5b58\u50a8\u82af\u7247\u5e02\u573a\u8fce\u6765\u6da8\u4ef7\u6f6e<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>9\u670817\u65e5\uff0c\u5b58\u50a8\u82af\u7247\u5e02\u573a\u51fa\u73b0\u5168\u9762\u6da8\u4ef7\u8d8b\u52bf\u3002\u56fd\u9645\u5927\u5382\u7f8e\u5149\u3001\u95ea\u8fea\u7b49\u7387\u5148\u884c\u52a8\uff0c\u5176\u4e2d\u95ea\u8fea\u5df2\u5ba3\u5e03\u4ea7\u54c1\u4ef7\u683c\u8c03\u6da8\u8d8510%\uff0c\u7f8e\u5149\u6682\u505c\u5bf9\u90e8\u5206\u5b58\u50a8\u82af\u7247\u62a5\u4ef7\uff0c\u6216\u5bf9\u6e20\u9053\u5b58\u50a8\u4ea7\u54c1\u8c03\u6da820%-30%\u3002\u56fd\u5185\u5b58\u50a8\u5382\u5546\u6c5f\u6ce2\u9f99\u4e5f\u786e\u8ba4\u4e86\u8fd9\u4e00\u6da8\u4ef7\u8d8b\u52bf\u3002\u636eCFM\u95ea\u5b58\u5e02\u573a\u9884\u6d4b\uff0c\u53d7AI\u670d\u52a1\u5668\u51fa\u8d27\u89c4\u6a21\u6269\u5927\u3001\u624b\u673a\u65b0\u54c1\u53d1\u5e03\u4ee5\u53ca\u5b58\u50a8\u6676\u5706\u539f\u5382\u4f9b\u5e94\u7b56\u7565\u7b49\u56e0\u7d20\u5f71\u54cd\uff0c\u56db\u5b63\u5ea6\u5b58\u50a8\u5e02\u573a\u4ef7\u683c\u5c06\u5168\u9762\u4e0a\u6da8\u3002\u6c5f\u6ce2\u9f99\u516c\u53f8\u81ea\u7814\u4e3b\u63a7\u82af\u7247\u51fa\u8d27\u91cf\u5df2\u8d858000\u4e07\u9897\uff0c\u4e14\u90e8\u7f72\u89c4\u6a21\u4ecd\u5728\u5feb\u901f\u589e\u957f\uff0c\u5176\u642d\u8f7d\u81ea\u7814\u4e3b\u63a7\u7684UFS4.1\u4ea7\u54c1\u6b63\u5904\u4e8e\u591a\u5bb6Tier1\u5382\u5546\u7684\u5bfc\u5165\u9a8c\u8bc1\u9636\u6bb5\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>2. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>MLCC\u884c\u4e1a\u8fce\u6765\u6e29\u548c\u590d\u82cf\u5468\u671f<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>9\u670819\u65e5\uff0c\u8d22\u8054\u793e\u6d88\u606f\uff0cMLCC\uff08\u591a\u5c42\u9676\u74f7\u7535\u5bb9\u5668\uff09\u56e0\u65b0\u80fd\u6e90\u6c7d\u8f66\u3001\u667a\u80fd\u9a7e\u9a76\u3001\u6d88\u8d39\u7535\u5b50\u5347\u7ea7\u53caAI\u670d\u52a1\u5668\u7b49\u591a\u9886\u57df\u9700\u6c42\u589e\u957f\uff0c\u5e02\u573a\u524d\u666f\u5e7f\u9614\u3002MLCC\u4f5c\u4e3a\u7535\u5b50\u7535\u8def\u4e09\u5927\u57fa\u7840\u88ab\u52a8\u5143\u4ef6\u4e4b\u4e00\uff0c\u5360\u88ab\u52a8\u5143\u4ef6\u6bd4\u4f8b\u7ea665%\uff0c\u5728\u7535\u5bb9\u5668\u9886\u57df\u5e02\u573a\u89c4\u6a21\u5360\u6bd4\u6700\u9ad8\u3002\u8fd1\u5e74\u6765\uff0cAI\u670d\u52a1\u5668\u53d1\u5c55\u4e3aMLCC\u5e26\u6765\u65b0\u589e\u957f\u70b9\u3002\u56fd\u5143\u8bc1\u5238\u6307\u51fa\uff0cMLCC\u884c\u4e1a\u517c\u5177\u6210\u957f\u6027\u4e0e\u5468\u671f\u6027\uff0c\u76ee\u524d\u5e93\u5b58\u4f01\u7a33\uff0c\u6c7d\u8f66\u7535\u5b50\u3001AI\u670d\u52a1\u548c\u6d88\u8d39\u7535\u5b50\u56de\u6696\u63a8\u52a8\u9700\u6c42\u56de\u5347\uff0c\u884c\u4e1a\u8fdb\u5165\u6e29\u548c\u590d\u82cf\u5468\u671f\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>3. <strong><strong><strong><strong>ST\u627f\u8bfa\u4e0d\u88c1\u5458\u5e76\u8003\u8651\u610f\u5927\u5229\u5de5\u5382\u6269\u5f20<\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>9\u670817\u65e5\uff0cSTMicroelectronics\u8868\u793a\uff0c\u5c06\u4e0d\u4f1a\u5728\u610f\u5927\u5229\u5317\u90e8\u7684Agrate\u5de5\u5382\u88c1\u5458\u3002\u6b64\u524d\uff0c\u8be5\u516c\u53f8\u66fe\u56e0\u5168\u7403\u534a\u5bfc\u4f53\u884c\u4e1a\u9762\u4e34\u7684\u6311\u6218\u800c\u5f15\u53d1\u5de5\u4f1a\u5bf9\u7ea61200\u4e2a\u5de5\u4f5c\u5c97\u4f4d\u6d41\u5931\u7684\u62c5\u5fe7\u3002\u610f\u5927\u5229\u5de5\u4e1a\u90e8\u957fAdolfo Urso\u4e5f\u660e\u786e\u8868\u793a\uff0c\u5927\u89c4\u6a21\u88c1\u5458\u5728\u8be5\u5de5\u5382\u662f\u201c\u4e0d\u53ef\u63a5\u53d7\u7684\u201d\u3002STMicroelectronics\u8fd8\u4e0e\u610f\u5927\u5229\u653f\u5e9c\u548c\u5de5\u4f1a\u8fdb\u884c\u4e86\u8c08\u5224\uff0c\u6700\u7ec8\u51b3\u5b9a\u4e0d\u8fdb\u884c\u88c1\u5458\uff0c\u5e76\u63a8\u51fa\u4e86\u4e00\u4e2a\u5de5\u4e1a\u91cd\u542f\u8ba1\u5212\u3002\u516c\u53f8\u8fd8\u786e\u8ba4\uff0c\u672a\u6765\u53ef\u80fd\u4f1a\u57282027\u5e74\u540e\u5bf9Agrate\u5de5\u5382\u8fdb\u884c\u6269\u5f20\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u5e02\u573a\u6761\u4ef6\u548c\u53ef\u884c\u6027\u7814\u7a76\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>4. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u65e5\u672c\u5411\u7f8e\u5149\u63d0\u4f9b36\u4ebf\u7f8e\u5143\u7528\u4e8e\u5e7f\u5c9b\u5de5\u5382\u5148\u8fdb\u5b58\u50a8\u82af\u7247\u6269\u5f20<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>9\u670817\u65e5\uff0c\u65e5\u672c\u7ecf\u6d4e\u4ea7\u4e1a\u7701\u5ba3\u5e03\uff0c\u5c06\u5411\u7f8e\u5149\u79d1\u6280\u63d0\u4f9b5360\u4ebf\u65e5\u5143\uff08\u7ea6\u540836\u4ebf\u7f8e\u5143\uff09\u8d44\u91d1\uff0c\u7528\u4e8e\u5176\u5e7f\u5c9b\u5de5\u5382\u7684\u5148\u8fdb\u5b58\u50a8\u82af\u7247\u7814\u53d1\u4e0e\u751f\u4ea7\u3002\u7f8e\u5149\u8ba1\u5212\u52302029\u8d22\u5e74\u672b\u6295\u8d441.5\u4e07\u4ebf\u65e5\u5143\uff0c\u9884\u8ba12028\u5e74\u4e2d\u5f00\u59cb\u51fa\u8d27\u9ad8\u7aefDRAM\uff0c\u76ee\u6807\u662f2030\u5e74\u521d\u5b9e\u73b0\u6bcf\u67084\u4e07\u7247\u6676\u5706\u7684\u4ea7\u80fd\u3002\u653f\u5e9c\u652f\u6301\u5305\u62ec5000\u4ebf\u65e5\u5143\u7684\u8d44\u672c\u652f\u51fa\u8865\u8d34\u548c360\u4ebf\u65e5\u5143\u7684\u7814\u53d1\u8d44\u91d1\uff0c\u91cd\u70b9\u662f\u5f00\u53d1\u9002\u7528\u4e8e\u6570\u636e\u4e2d\u5fc3GPU\u548c\u81ea\u52a8\u9a7e\u9a76\u7cfb\u7edf\u7684\u9ad8\u5e26\u5bbd\u3001\u8282\u80fdDRAM\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u5168\u7403\u8702\u7a9d\u7269\u8054\u7f51\u6a21\u5757\u51fa\u8d27\u91cf\u589e\u957f17%<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>9\u670818\u65e5\uff0c\u636eCounterpoint Research\u6d88\u606f\uff0c2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5168\u7403\u8702\u7a9d\u7269\u8054\u7f51\u6a21\u5757\u51fa\u8d27\u91cf\u540c\u6bd4\u589e\u957f17%\uff0c\u8fde\u7eed\u516d\u4e2a\u5b63\u5ea6\u5b9e\u73b0\u589e\u957f\u3002\u8fd9\u4e00\u589e\u957f\u4e3b\u8981\u5f97\u76ca\u4e8e\u516c\u7528\u4e8b\u4e1a\u3001\u6c7d\u8f66\u90e8\u7f72\u4ee5\u53ca5G RedCap\u7684\u65e9\u671f\u91c7\u7528\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u4e2d\u56fd\u548c\u5370\u5ea6\u662f\u552f\u4e00\u8fde\u7eed\u516d\u4e2a\u5b63\u5ea6\u4fdd\u6301\u589e\u957f\u7684\u5e02\u573a\uff0c\u5370\u5ea6\u7684\u589e\u957f\u4e3b\u8981\u7531\u667a\u80fd\u7535\u8868\u548cPOS\u7ec8\u7aef\u63a8\u52a8\uff0c\u800c\u4e2d\u56fd\u7684\u589e\u957f\u5219\u5f97\u76ca\u4e8e\u8d44\u4ea7\u8ffd\u8e2a\u548c\u76d1\u63a7\u6444\u50cf\u5934\u3002\u62c9\u4e01\u7f8e\u6d32\u5730\u533a\u8868\u73b0\u5f3a\u52b2\uff0c\u51fa\u8d27\u91cf\u589e\u957f32%\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u667a\u80fd\u7535\u8868\u90e8\u7f72\u3001\u8def\u7531\u5668\u548cCPE\u7684\u91c7\u7528\u4ee5\u53ca\u8ffd\u8e2a\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u5728\u4f9b\u5e94\u5546\u65b9\u9762\uff0cQuectel\u4fdd\u6301\u5168\u7403\u9886\u5148\u5730\u4f4d\uff0c\u4e2d\u56fd\u79fb\u52a8\u7d27\u968f\u5176\u540e\uff0cFibocom\u7684SimCom\u548cLongSung\u589e\u957f\u8fd150%\uff0c\u8dc3\u5c45\u7b2c\u4e09\u3002\u5728\u82af\u7247\u7ec4\u9886\u57df\uff0c\u9ad8\u901a\u5728\u6c7d\u8f66\u3001PC\u548c\u8def\u7531\u5668\u5e94\u7528\u4e2d\u4fdd\u6301\u9886\u5148\uff0c\u7279\u522b\u662f\u57285G\u548c\u9ad8\u7aef4G\u7c7b\u522b\u4e2d\uff0c\u5982Cat 4\u548cCat 6\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>6. <strong><strong><strong><strong>\u53f0\u79ef\u75352\u7eb3\u7c73\u4ea7\u80fd\u88ab\u82f9\u679c\u9884\u8ba2\u8fc7\u534a<\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph 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