shipment

NVIDIA's Chief Financial Officer stated that they expect to begin large-scale shipments of Groq 3 LPX to early customers later in this quarter, with the first customers including Nebius.

IDC expects that the first foldable iPhone launched by Apple in September will have a shipment volume exceeding 10 million units in its first year, despite a price that could reach $2,500.IDC also predicts that global shipments of foldable smartphones will grow by 12.6% this year and by 18% next year. By 2027, Apple will account for 40% of global foldable smartphone shipments.

According to the latest data from Counterpoint Research, the Apple iPhone 17 is the best-selling smartphone globally in the second quarter of 2026, accounting for 6% of the total global smartphone shipments; the iPhone 17 Pro Max and iPhone 17 Pro rank second and third on the list. Apple and Samsung each occupy five positions in the global best-selling smartphone TOP10 list; the top ten models together account for 26% of the total global smartphone sales, an increase of 2% year-on-year. The base model iPhone 17 remains the best-selling smartphone this quarter, with significant upgrades narrowing the gap with the Pro models, supporting sales.Apple's stock price closed down 0.14% on Tuesday and fell 0.23% after hours, with a market capitalization currently reported at $4.52 trillion. For Samsung Electronics, two models from the Galaxy S series entered the top ten; the Galaxy S26 Ultra became Samsung's best-selling model this quarter, improving its ranking by 5 places compared to the previous generation, and it is also the best-selling Android model this quarter; this is the first time a super high-end Android device has led Android sales in the second quarter.

Zhang Feng, Secretary of the Party Committee of the Council of the China Electronics Society and Chairman of the China Humanoid Robot and Embodied Intelligence Hundred People Association, released the "2026 Humanoid Robot Industry Development Report" at the 2026 World Robot Conference. The report analyzes from various dimensions including industry overview, development trends, technical services, industrial chain, and product application scenarios, with a focus on comparing the development situations of China, the United States, Germany, South Korea, and Japan.The report presents four core findings: technological innovation has entered a new stage of "cluster emergence," with continuous enhancement in environmental perception, planning decision-making, and motion control capabilities; the industrial chain has achieved a dual leap in quality and efficiency, now possessing the manufacturing capability of the entire industrial chain from key chips and components to complete machines; industry applications have entered a stage of comprehensive rollout, transitioning from small-batch production to normalized deployment and large-scale application; and the ecological construction has formed a new paradigm of "four-in-one" standard, talent, international cooperation, and innovation infrastructure.The report points out that in the first half of 2026, China's humanoid robot shipments have exceeded 40,000 units, further increasing its global share to 97%. Humanoid robots are seen as an important carrier of embodied intelligence and are expected to play a greater role in scenarios such as production manufacturing, warehousing logistics, emergency rescue, home services, and healthcare.

According to Bloomberg, citing Smart Analytics Global data, the global shipment of humanoid robots in the first half of 2026 is approximately 19,100 units, a year-on-year increase of over 200% (compared to about 5,100 units in the same period last year), with Chinese manufacturers accounting for over 97%. The agency expects the total shipment for the year 2026 to reach about 60,000 units, and it is anticipated to grow to 500,000 units by 2030.The report points out that China has formed an early leading advantage over American competitors in the field of humanoid robots. Previously, Morgan Stanley raised its forecast for China's humanoid robot shipments in 2026 to 50,000 units, and IDC data also shows that the top five companies in global humanoid robot shipments in 2025 will all be Chinese firms, while American companies Figure AI and Tesla rank seventh and ninth, respectively.

TrendForce's latest research shows that global capital expenditures of the top nine cloud service providers are expected to grow by approximately 90% year-on-year in 2026. The procurement willingness for NVIDIA's full rack AI servers has significantly increased among hyperscale CSPs and Tier-2 data centers. The new generation ASIC platforms from Google and AWS will gradually ramp up in the second half of 2026, prompting the year-on-year growth rate of AI server shipments to be revised from 28% to nearly 31%.

According to Jinshi reports, Hon Hai expects that the shipment volume of artificial intelligence racks will continue to grow in the third quarter.

According to IT Home, IDC has released the report "China Exoskeleton Robot Market Share, 2025" for the first time. The market size of China's exoskeleton robot market will exceed 1.6 billion yuan in 2025, with a shipment volume of approximately 26,000 units. Among them, the medical rehabilitation market is the largest, with a scale of about 1.42 billion yuan and shipments of about 3,200 units; the consumer assistive market contributes over 70% of the shipment volume, approximately 19,000 units, with a market size of nearly 110 million yuan, driven by an aging population and declining costs, becoming the fastest-growing segment; the industrial application market is about 80 million yuan, with shipments of about 3,800 units, mainly applied in logistics warehousing, automotive manufacturing, and power energy scenarios.IDC pointed out that the three major segments have formed a collaborative development pattern, and the industry is accelerating its evolution from a single medical application to multi-scenario human capability enhancement equipment. In the medical rehabilitation field, companies like Fourier Intelligence, Cheng Tian Technology, and Mabu Robotics are leading; in the consumer assistive field, Cheng Tian Technology, Kenking Technology, and Jike are at the forefront; in the industrial application field, Ao Sha Intelligent, Cheng Tian Technology, and Mabu Intelligent occupy major shares.

According to Jinshi reports, based on the latest AI server industry research by TrendForce, under the backdrop of rising demand for AI infrastructure, the total capital expenditure of the world's nine major cloud service providers (CSP) is expected to grow by approximately 90% year-on-year by 2026.Recently, ultra-large CSPs and Tier-2 data center operators have shown a significant increase in their willingness to purchase NVIDIA's integrated AI server solutions, and it is expected that the annual growth rate of AI server shipments in 2026 will be adjusted from the original 28% to nearly 31%.

According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

According to a report by China News Service, the International Data Corporation (IDC) released a global commercial service robot tracking report on July 7. The data shows that by 2025, the global commercial service robot market size will reach $1.37 billion, a year-on-year growth of 35.7%, with an annual shipment volume of approximately 155,000 units, a year-on-year increase of 44.1%. Among them, Chinese manufacturers, leveraging supply chain and AI technology innovation advantages, continue to lead the global market, accounting for over 90% of the total share among the top ten manufacturers in global shipments.In terms of subcategories, commercial cleaning robots are growing the fastest, with an estimated shipment volume of about 58,000 units (+83.8%) in 2025, and a market size exceeding $760 million; delivery robots remain the largest submarket in terms of shipment volume, with annual shipments of about 84,000 units (+30.2%). In terms of regional distribution, the Chinese market continues to hold the global lead with approximately 38% market share, while the Latin American region has become the fastest-growing regional market with a year-on-year shipment growth rate of 84.4%. IDC predicts that by 2030, global commercial service robot shipments will reach 454,000 units, with the market size expected to grow to $3.17 billion.

ChainCatcher news, hardware wallet company OneKey has launched the redemption plan for OneKey Touch crowdfunding, allowing users to exchange according to NFT certificates, with shipments starting from November 7 based on the order of redemption.It is reported that in July 2021, OneKey initiated a crowdfunding plan for the next generation of products, including OneKey Mini, OneKey Touch, and OneKey Pro. Participants in OneKey's crowdfunding could obtain corresponding NFT certificates for the actual OneKey hardware wallets, with each NFT having a unique number that can be exchanged for the physical hardware wallet when the product is officially released. (Source link)