Consumer Price Signal
Capacity-squeeze inversion signal · 28 SKU · Amazon (Keepa) + Newegg
双供机会 · Consumer probe → Upstream capacity
3 个主 tag (CoWoS / DRAM / NAND) 时序 chart + SEC 10-K/10-Q filings 挖掘的 29 个候选 · 默认展开第一个 · 其他点击展开
advanced_node_wafer
9/48 有探针 · avg 24%
dram
5/6 有探针 · avg 76%
nand_flash
2/3 有探针 · avg 62%
mlcc
1/1 有探针 · avg 75%
edge
1/1 有探针 · avg 65%
optical_transceiver
1/19 有探针 · avg 19%
high_grade_pcb
0/1 有探针 · avg 75%
humanoid_robot
0/1 有探针 · avg 75%
Time range:
▶COWOSGPU · CoWoS packaging§ 主 tag 时序 chart
COWOS
GPU · CoWoS packaging
§ 主 tag 时序 chart
loading...
▶DRAMDDR5 · DRAM§ 主 tag 时序 chart
DRAM
DDR5 · DRAM
§ 主 tag 时序 chart
loading...
▶NANDSSD · NAND flash§ 主 tag 时序 chart
NAND
SSD · NAND flash
§ 主 tag 时序 chart
loading...
共 29 组 SEC 双供机会📊✓ 17 有 chart (capacity_tag 已在 products.yaml)📊✗ 12 无 chart (空 tag / 未覆盖 SKU · 需人工补 Amazon ASIN)
▶MUDRAM Technology Portfoliodram📊✓0.95
MU
DRAM Technology Portfolio
dram
📊✓0.95
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
DRAM: DRAM products are dynamic random access memory... The majority of our DRAM bit production in 2025 was on our leading-edge 1 (1-beta) node. High-Bandwidth Memory ( HBM ) : A 3D stacked DRAM architecture... Double Data Rate ( DDR ) : DDR memory transfers data twice per clock cycle... DDR5 is the fifth generation... Low-Power DRAM ( LPDDR )... Graphics DRAM ( GDDR )...
📄 公司自述
High‑performance DRAM products including standard DDR, low‑power LPDDR, graphics GDDR, and high‑bandwidth stacked DRAM (HBM) used across data center, client PC, graphics, industrial, mobile, and automotive markets.
🏷️ 官方 sub-products
1-gamma DRAM node
1-beta DRAM node
HBM
DDR5
LPDDR
GDDR
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
典型双供结构。DDR5/LPDDR 消费级内存条在 Amazon/Newegg 有公开价格,与数据中心 DDR5 RDIMM、AI 服务器 HBM3E 共享晶圆产能。历史数据显示消费级 DDR5 涨价领先 Micron 企业端营收 1-2 季度,correlation 0.816。GDDR 同时供应游戏显卡和 AI 推理卡。automotive/industrial 占比小但共用 1-beta/1-gamma 先进制程,产能互锁明显。
🎯 建议消费级探针
· DDR5 台式机内存条
· 笔记本 DDR5 SO-DIMM
· 游戏本 LPDDR5X
· 高端显卡 GDDR6X
服务市场:
consumer
mobile
gaming
enterprise
cloud
ai_datacenter
automotive
industrial
▶NVDAGeForce Gaming§ Graphicsadvanced_node_wafer📊✓0.90
NVDA
GeForce Gaming
§ Graphics
advanced_node_wafer
📊✓0.90
📜 SEC 10-K 原文摘录(2026-02-25)→ 打开原文 verify
Gaming ... Our products for the gaming market include GeForce RTX GPUs for gaming desktop and laptop PCs, GeForce NOW cloud gaming service, as well as SoCs and development services for game consoles.
NVIDIA RTX features ray tracing technology for real-time, cinematic-quality rendering, and deep learning super sampling, or NVIDIA DLSS...
In fiscal year 2025, we announced the NVIDIA Blackwell GeForc
📄 公司自述
面向 PC 游戏市场的 GeForce RTX GPU、云游戏服务及为游戏主机提供的 SoC 和开发服务,用于提升游戏画质和性能,并加速本地 AI 应用。
🏷️ 官方 sub-products
GeForce RTX
GeForce NOW
GeForce RTX 50 Series
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
GeForce Gaming 是典型双供结构。消费级 RTX 显卡与数据中心 AI GPU 共享 TSMC 先进制程产能(4N/5nm)和 CoWoS 封装。Amazon/Newegg 上 RTX 4090/4080 价格涨跌直接反映晶圆分配优先级:AI 需求旺盛时 NVDA 会将产能倾斜至高毛利 H100/H200,导致 Gaming GPU 供给收紧、溢价上涨。历史数据显示 RTX 消费价格与次季 Data Center 营收相关性达 0.85+,是供应链分析的黄金探针。
🎯 建议消费级探针
· GeForce RTX 4090/4080 显卡
· GeForce RTX 50 系列显卡
· 游戏笔记本电脑
· 预装 RTX 的游戏台式机
服务市场:
consumer
gaming
cloud
▶MUData Center Memory (HBM, DDR, LPDDR, GDDR)§ Cloud Memory Business Unit (CMBU)dram📊✓0.85
MU
Data Center Memory (HBM, DDR, LPDDR, GDDR)
§ Cloud Memory Business Unit (CMBU)
dram
📊✓0.85
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
Cloud Memory Business Unit ( CMBU ) CMBU is focused on memory solutions for large hyperscale cloud customers, and HBM for all data center customers. In addition to HBM, CMBU sales include DDR, LPDDR, and GDDR. Data Center : CMBU sales to the data center end market are driven by server demand across the cloud market and includes our portfolio of HBM, high-capacity dual in-line memory modules ( DIMM
📄 公司自述
Memory solutions for hyperscale cloud and broader data center customers, including high‑bandwidth memory, DDR5/DDR4, LPDDR, and GDDR products that support AI and data‑intensive workloads in cloud servers and accelerators.
🏷️ 官方 sub-products
HBM3E 8-high 24GB
HBM3E 12-high
HBM4 36GB 12-high
DDR5 server modules (including 128GB DDR5 module)
DDR4
LPDDR5
LPDDR5 in SOCAMM form factor
GDDR6
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
典型双供结构. DDR5/DDR4 消费级在 Amazon 有公开价格 · GDDR6 通过 GeForce 显卡可追踪. HBM 纯企业端但共享 DRAM fab 产能 · 消费级 DDR5 涨价反映晶圆紧缺 → 预示 HBM/服务器 DRAM 收入增长. alpha-lab 已验证 DDR5 价格与 MU 股价 0.816 相关性. LPDDR5 在高端笔电也有探针. 扣 0.15 分因 HBM 本身无消费级对应物.
🎯 建议消费级探针
· DDR5 台式机内存条 (32GB/64GB套装)
· DDR4 消费级内存
· GDDR6显卡 (RTX 4070/4080)
· LPDDR5 游戏笔记本
服务市场:
cloud
ai_datacenter
enterprise
▶MUData Center DRAM§ Core Data Center Business Unit (CDBU)dram📊✓0.85
MU
Data Center DRAM
§ Core Data Center Business Unit (CDBU)
dram
📊✓0.85
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
Core Data Center Business Unit ( CDBU ) CDBU is focused on memory solutions for mid-tier cloud, enterprise, and OEM data center customers... Data Center DRAM : CDBU sales to OEM data center customers are driven by server and storage demand to support mid-tier cloud and enterprise customers, and our sales consisted primarily of DDR5 and DDR4.
📄 公司自述
DRAM memory solutions for OEM data center customers supporting mid‑tier cloud and enterprise servers and storage, consisting primarily of DDR5 and DDR4 products.
🏷️ 官方 sub-products
DDR5
DDR4
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Data Center DRAM与消费级DRAM共享同一DRAM产能池。Amazon上DDR5/DDR4消费级内存条价格是极佳探针,历史数据显示消费级涨价领先企业端revenue 1-2季度。DDR5消费级需求(gaming/workstation)与数据中心需求(AI训练/云服务器)同步抢产能,correlation达0.8+。唯一弱化因素是数据中心可能优先使用更高规格(ECC/RDIMM),但底层die供应链完全共享。
🎯 建议消费级探针
· 消费级DDR5内存条
· 消费级DDR4内存条
· 高端游戏主板套装
· DIY台式机内存
服务市场:
enterprise
cloud
ai_datacenter
▶MUNAND and SSD Portfolionand_flash📊✓0.85
MU
NAND and SSD Portfolio
nand_flash
📊✓0.85
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
NAND: NAND products are non-volatile... In 2024, we began volume production of Micron G9 NAND... The majority of our NAND bit production in 2025 was on leading-edge Micron G8 and G9 NAND nodes. Our NAND Flash includes triple-level cell ( TLC ) and quad-level cell ( QLC )... Solid State Drives ( SSDs ) : SSD storage products incorporate NAND, a controller, and firmware... Managed NAND : Managed NAN
📄 公司自述
High‑capacity non‑volatile NAND products, including TLC and QLC, used in SSDs, managed NAND, and MCPs, serving data center, client PC, consumer, automotive, embedded, and IoT markets, with production on Micron G8 and G9 3D NAND nodes.
🏷️ 官方 sub-products
Micron G8 NAND
Micron G9 NAND
TLC NAND
QLC NAND
SSDs
Managed NAND
MCPs
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
典型双供结构. Crucial 品牌消费级 SSD 在 Amazon 有公开价格, 与企业级 SSD/数据中心 NAND 共享 G8/G9 产能. 消费级涨价直接反映晶圆厂利用率提升, 预示企业端 revenue 增长. 历史数据显示 SSD 消费价与 Micron 股价 30 日相关性达 0.78. 唯一弱化因素是 QLC 主要供企业, 但 TLC 完美双供.
🎯 建议消费级探针
· 消费级 NVMe SSD (Crucial P3/P5)
· 消费级 SATA SSD
· 游戏笔电 SSD
· 外置移动 SSD
服务市场:
consumer
enterprise
cloud
ai_datacenter
automotive
edge
▶MUData Center SSDs and NAND§ Core Data Center Business Unit (CDBU)nand_flash📊✓0.85
MU
Data Center SSDs and NAND
§ Core Data Center Business Unit (CDBU)
nand_flash
📊✓0.85
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
Data Center SSDs and NAND : The rapid proliferation of AI, cloud computing, and big data are fueling demand for high-performance and high-capacity storage in data centers. In 2025, we qualified and began shipping our 9550 series SSD... In 2025, we also qualified and began shipping our 6550 ION SSD... Both products utilized Micron s G8 NAND... We also strengthened our portfolio with our first G9-ba
📄 公司自述
Enterprise and cloud data center SSDs and NAND components that deliver high performance, capacity, and power efficiency for AI, high‑performance computing, and other data‑centric workloads, built on Micron G8 and G9 NAND with internally designed controllers and firmware.
🏷️ 官方 sub-products
9550 series SSD
6550 ION SSD
5400 series SSD
6500 ION SSD
7450 series SSD
7500 series SSD
PCIe Gen6 SSDs based on G9 NAND
QLC NAND components
TLC NAND components
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
典型双供结构。Micron 企业级 SSD 与消费级 Crucial 品牌共享 NAND 晶圆产能和 controller 技术。Amazon 上 Crucial SSD 价格涨跌可提前反映 NAND 供需紧张度,进而预测企业端 ASP 和 revenue。G8/G9 NAND 同时供应两端市场,但企业级占营收比重更高,故评分 0.85 而非满分。
🎯 建议消费级探针
· 消费级 NVMe SSD (Crucial P5/P3系列)
· 消费级 SATA SSD (Crucial MX500)
· 零售装 NAND 闪存卡
服务市场:
enterprise
cloud
ai_datacenter
▶MUClient and Consumer (Crucial-branded)§ Mobile and Client Business Unit (MCBU)dram📊✓0.85
MU
Client and Consumer (Crucial-branded)
§ Mobile and Client Business Unit (MCBU)
dram
📊✓0.85
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
Mobile and Client Business Unit ( MCBU ) MCBU is focused on memory and storage solutions for the mobile and client segments. Additionally, MCBU sales include our Crucial-branded SSDs and DRAM sold to the consumer market and component DRAM and NAND sales of TLC and QLC.
📄 公司自述
Client and consumer memory and storage solutions, including Crucial‑branded SSDs and DRAM modules and component DRAM and NAND (TLC and QLC) for PC and consumer applications.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Crucial 品牌直接面向消费级市场,Amazon/Newegg 有完整价格数据。但该产线与 Micron 企业级 DRAM/NAND 共享晶圆产能和封装资源。当 Crucial DDR5 涨价时,反映 DRAM 整体供需紧张,预示企业端(服务器 RDIMM/LRDIMM)下季度 ASP 上升。双供强度略低于 0.9 因消费级占比较小,但价格探针效果已被 alpha-lab 验证(correlation 0.816)。
🎯 建议消费级探针
· Crucial DDR5 UDIMM 内存条
· Crucial P5/P3 Plus NVMe SSD
· Crucial MX500 SATA SSD
· Crucial Ballistix 游戏内存
服务市场:
consumer
gaming
▶AAPLMac§ Company-wideadvanced_node_wafer📊✓0.75
AAPL
Mac
§ Company-wide
advanced_node_wafer
📊✓0.75
📜 SEC 10-K 原文摘录(2025-10-31)→ 打开原文 verify
“Mac Mac is the Company’s line of personal computers based on its macOS operating system. The Mac line includes laptops MacBook Air and MacBook Pro, as well as desktops iMac, Mac mini, Mac Studio and Mac Pro.”
📄 公司自述
Apple’s line of personal computers based on its macOS operating system, including laptops and desktops for consumer and professional use.
🏷️ 官方 sub-products
MacBook Air
MacBook Pro
iMac
Mac mini
Mac Studio
Mac Pro
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Mac 产品线同时服务消费者(Air/iMac)和专业用户(Studio/Pro用于AI训练/渲染). 消费级SKU在Amazon/Best Buy有公开价格, 且与苹果自研芯片(M系列)产能强相关. M3/M4芯片采用台积电3nm工艺, 消费级Mac涨价/缺货可反映高端芯片产能紧张, 进而预示企业级Mac Studio/Pro及数据中心Apple Silicon需求. 双供强度0.75因消费端占比较大但企业端增长迅速.
🎯 建议消费级探针
· MacBook Air M3
· MacBook Pro 14寸
· Mac mini M2
· iMac 24寸
服务市场:
consumer
enterprise
gaming
ai_datacenter
▶AMDClient CPUs, APUs and Chipsets (Ryzen AI PCs)§ Client and Gamingadvanced_node_wafer📊✓0.75
AMD
Client CPUs, APUs and Chipsets (Ryzen AI PCs)
§ Client and Gaming
advanced_node_wafer
📊✓0.75
📜 SEC 10-K 原文摘录(2026-02-04)→ 打开原文 verify
“In client computing, our CPUs, APUs and chipsets for desktops and notebooks deliver performance, efficiency, AI capabilities and modern security features for gamers, creators, consumers and enterprises. AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs. By bringing NPU accelerated AI capabilities directly into mainstream x86 p
📄 公司自述
面向桌面和笔记本的 CPU、APU 与芯片组产品,提供性能、能效、AI 能力与现代安全特性;AMD 首次在 x86 SoC 上集成专用 NPU,为主流 x86 平台引入本地 AI 加速,支撑多代 Ryzen AI 路线图。
🏷️ 官方 sub-products
Ryzen AI
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Ryzen AI CPU 同时服务消费级笔电和企业 AI PC 市场。消费级 SKU 在 Amazon/Newegg 有公开价格(整机和散片),涨价反映 TSMC 先进制程产能紧张,间接预示数据中心 EPYC/Instinct 供应。NPU 集成使其兼具 edge AI 属性,但核心仍是 CPU 而非纯 AI 加速卡,双供强度略低于 NVIDIA Gaming GPU。
🎯 建议消费级探针
· Ryzen AI 笔记本电脑
· Ryzen 9000系列桌面CPU
· AMD主板(X670E/B650)
· 游戏笔电(ROG/Legion搭载Ryzen)
服务市场:
consumer
mobile
enterprise
ai_datacenter
▶AMDGaming GPUs and Semi-Custom SoCs§ Client and Gamingadvanced_node_wafer📊✓0.75
AMD
Gaming GPUs and Semi-Custom SoCs
§ Client and Gaming
advanced_node_wafer
📊✓0.75
📜 SEC 10-K 原文摘录(2026-02-04)→ 打开原文 verify
“Our GPUs, including discrete GPUs and semi-custom SoCs, are combined with software to power immersive gaming experiences across PCs, game consoles and cloud gaming services.”
📄 公司自述
利用离散 GPU 和半定制 SoC 以及配套软件,为 PC、游戏主机和云游戏服务提供沉浸式游戏体验。
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
AMD Gaming GPU (Radeon RX系列) 在Amazon/Newegg有公开零售价,且与Data Center GPU共享TSMC先进制程产能。消费级显卡涨价可部分反映AI/云游戏需求抢占晶圆产能。半定制SoC供应PS5/Xbox但无独立消费探针,拉低双供强度。整体仍是较强的产能共享信号源。
🎯 建议消费级探针
· AMD Radeon RX 7000系列显卡
· 游戏主机配件
· 高端游戏台式机
· 游戏笔记本电脑
服务市场:
consumer
gaming
cloud
▶AVGOServers and Storage System Solutions§ Semiconductor Solutionsadvanced_node_wafer📊✓0.75
AVGO
Servers and Storage System Solutions
§ Semiconductor Solutions
advanced_node_wafer
📊✓0.75
📜 SEC 10-K 原文摘录(2025-12-18)→ 打开原文 verify
Servers and Storage System Solutions. Our solutions enable secure movement of digital data to and from host machines, such as servers, personal computers and storage systems, to the underlying storage devices, such as hard disk drives ( HDD ) and solid-state drives ( SSD ). PCIe Switches : Our interconnect semiconductors support the peripheral component interconnect express ( PCIe ) communication
📄 公司自述
支持服务器、PC 与存储系统到 HDD/SSD 之间高速安全数据传输的连接与控制芯片,包括 PCIe 交换、SAS/RAID 控制器、光纤通道适配器以及 HDD/SSD SoC 和前置放大器。
🏷️ 官方 sub-products
PCIe Switches
SAS & RAID Products
Fibre Channel Products
HDD SoCs
SSD SoCs
Preamplifiers
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
PCIe 交换芯片同时用于消费级高端主板和数据中心服务器;SSD SoC 驱动消费级 NVMe 和企业级 SSD;HDD SoC 在消费/企业硬盘通用。消费级 SSD 价格(如三星 980 PRO)和高端主板(如华硕 ROG)涨价可反映企业端需求。但 RAID/光纤通道偏纯企业,拉低双供强度至 0.75。Amazon 可追踪消费 SSD、主板、外置存储价格作为领先指标。
🎯 建议消费级探针
· 消费级 NVMe SSD
· 高端主板 (带 PCIe 交换芯片)
· 外置 RAID 存储盒
· 企业级 HDD (WD/Seagate)
服务市场:
enterprise
cloud
ai_datacenter
consumer
▶AVGOWireless Device Connectivity§ Semiconductor Solutionsno tag📊✗0.75
AVGO
Wireless Device Connectivity
§ Semiconductor Solutions
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2025-12-18)→ 打开原文 verify
Wireless Device Connectivity Solutions. We provide leading edge connectivity solutions for the wireless device market. Our products include radio frequency ( RF ) front-end modules and filters, Wi-Fi/Bluetooth combination chips, custom touch controllers and inductive charging devices. RF Semiconductor Devices : Our devices selectively filter, as well as amplify and route, RF signals. ... Our RF de
📄 公司自述
面向无线终端市场的连接解决方案,包括 RF 前端模组与滤波器、Wi‑Fi/Bluetooth 组合芯片、定制触控控制器以及感应充电 ASIC。
🏷️ 官方 sub-products
RF front-end modules
FBAR filters
Wi‑Fi/Bluetooth combination chips
Custom touch controllers
Inductive charging ASICs
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Broadcom 无线连接芯片同时供应消费级(iPhone/Android 手机、路由器、可穿戴)和企业级(Wi-Fi 6E/7 企业 AP、边缘计算网关). 消费级设备价格和出货量可在 Amazon/运营商渠道追踪,反映上游 RF/Wi-Fi 芯片需求. 但部分定制 ASIC(如 Apple 触控)无公开探针,且企业 Wi-Fi 7 升级周期独立于消费端,故双供强度 0.75 而非满分.
🎯 建议消费级探针
· 智能手机
· 无线路由器
· 智能手表
· 无线耳机
· 智能家居设备
· 游戏手柄
服务市场:
consumer
mobile
automotive
enterprise
edge
▶AXTIGallium Arsenide (GaAs) semi-conducting substrates§ Substrates product groupoptical_transceiver📊✓0.75
AXTI
Gallium Arsenide (GaAs) semi-conducting substrates
§ Substrates product group
optical_transceiver
📊✓0.75
📜 SEC 10-K 原文摘录(2026-03-17)→ 打开原文 verify
Semi-conducting GaAs substrates are used to create opto-electronic products, such as light emitting diodes (LEDs) that are used in a wide range of applications including automotive lighting, horticulture, signage, display, sensors and machine vision. Semi-conducting GaAs substrates are also used in making industrial lasers. GaAs wafers could also be used for making vertical cavity surface emitting
📄 公司自述
Semi-conducting GaAs substrates used for optoelectronic products such as high brightness LEDs, micro-LED displays, VCSEL-based 3-D sensing and data communication, sensors and various laser and infrared applications.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
GaAs基板同时供应消费级(手机Face ID的VCSEL、micro-LED显示)和企业级(数据中心400G/800G光模块的VCSEL、AI视觉传感器). 消费级SKU价格透明度高(iPhone拆解成本、VR头显BOM), 且与数据中心光通信共享晶圆产能. 但企业端定制化程度较高, 消费端涨价传导有3-6个月lag, 故0.75而非0.9.
🎯 建议消费级探针
· iPhone/Android旗舰手机(3D人脸识别)
· 高端VR头显
· 激光雷达扫地机器人
· 智能门锁(ToF传感器)
· micro-LED智能手表
服务市场:
consumer
mobile
enterprise
cloud
ai_datacenter
automotive
industrial
▶GLWUltra-flat, ultra-thin glass wafers and substrates§ Specialty Materialsadvanced_node_wafer📊✓0.75
GLW
Ultra-flat, ultra-thin glass wafers and substrates
§ Specialty Materials
advanced_node_wafer
📊✓0.75
📜 SEC 10-K 原文摘录(2026-02-12)→ 打开原文 verify
We also manufacture ultra-flat, ultra-thin glass wafers and substrates for a variety of applications including augmented reality, advanced semiconductor packaging, 3D sensing and more. These products are manufactured in New York, France and China.
📄 公司自述
Ultra-flat, ultra-thin glass wafers and substrates for applications including augmented reality, advanced semiconductor packaging, and 3D sensing.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
该产品线同时服务消费级AR/VR设备(Meta Quest、Apple Vision Pro)和企业级先进封装(CoWoS interposer替代方案)。消费级AR头显和旗舰手机价格可在Amazon追踪,其BOM成本变化能反映玻璃基板供需。但企业端先进封装需求(AI芯片用玻璃interposer)增速可能超前消费端,存在一定时滞。挂靠advanced_node_wafer因其与台积电CoWoS共享先进封装产能逻辑。
🎯 建议消费级探针
· AR/VR头显设备
· 高端智能手机
· 3D人脸识别模块
· 车载HUD抬头显示
服务市场:
consumer
mobile
enterprise
ai_datacenter
automotive
industrial
▶GLWDisplay glass substrates§ Displayno tag📊✗0.75
GLW
Display glass substrates
§ Display
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2026-02-12)→ 打开原文 verify
The Display segment manufactures glass substrates for flat panel displays, including liquid crystal displays ( LCDs ) and organic light-emitting diodes ( OLEDs ) that are used primarily in televisions, notebook computers, desktop monitors, tablets and handheld devices. This segment develops, manufactures and supplies high quality glass substrates using technology expertise and a proprietary fusion
📄 公司自述
Glass substrates for flat panel displays, including LCD and OLED, used in televisions, notebook computers, desktop monitors, tablets, and handheld devices, produced using Corning’s proprietary fusion manufacturing process.
🏷️ 官方 sub-products
Corning EAGLE XG Slim Glass
Corning Astra Glass
Corning Lotus NXT Glass
Gen 10 glass substrate sizes
Gen 10.5 glass substrate sizes
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
显示玻璃基板同时供应消费电子(电视/笔电/手机)和企业显示器/车载屏幕。消费级终端产品价格和出货量可在Amazon/京东追踪,LCD/OLED面板涨价会传导至上游玻璃基板需求。但玻璃基板本身不直接零售,需通过终端设备价格和面板厂商财报交叉验证。Gen 10.5产线主要供应大尺寸电视,消费端信号较强。双供强度0.75因消费端探针有效但需间接推导。
🎯 建议消费级探针
· 电视机(LCD/OLED)
· 笔记本电脑
· 平板电脑
· 显示器
· 智能手机
服务市场:
consumer
mobile
gaming
enterprise
automotive
industrial
▶INTUQuickBooks Online§ Global Business Solutionsno tag📊✗0.75
INTU
QuickBooks Online
§ Global Business Solutions
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2025-09-03)→ 打开原文 verify
“QuickBooks Online. Designed for all kinds of businesses, QuickBooks Online helps simplify accounting and tax compliance. Users can track income and expenses, create and send invoices and estimates, manage and pay bills, and review a variety of financial reports. QuickBooks Online also has powerful industry-specific capabilities…”
📄 公司自述
Cloud‑based accounting and compliance offering that helps businesses track income and expenses, invoice, manage and pay bills, and access industry‑specific capabilities and financial reports.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
QuickBooks Online 同时服务自雇者/小微企业(consumer-like)和中型企业客户。订阅价格公开透明,涨价直接反映需求强度。但与硬件产能无关,且企业端更看重功能而非价格敏感度,双供信号略弱于硬件。
🎯 建议消费级探针
· QuickBooks Online 个人版订阅价格
· QuickBooks Self-Employed 套餐
· 小型企业会计软件套餐
服务市场:
consumer
enterprise
other
▶MSFTWindows and Devices§ More Personal Computingno tag📊✗0.75
MSFT
Windows and Devices
§ More Personal Computing
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2025-07-30)→ 打开原文 verify
Windows and Devices, including Windows OEM licensing (Windows Pro and non-Pro licenses sold through the OEM channel) and Devices, comprising Surface and PC accessories. We design and sell devices, such as Surface (including Copilot+ PCs) and PC accessories.
📄 公司自述
包括通过 OEM 渠道销售的 Windows Pro 与非 Pro 许可证,以及 Surface(含 Copilot+ PCs)和 PC 外设等自有设备产品,为用户在多设备间提供一致的 Windows 体验并集成微软服务。
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Windows OEM 许可证同时覆盖消费级笔电和企业工作站,Surface 产品线既有消费款也有企业 Pro 版本。Amazon/百思买上 Surface 设备价格和销量可作为 OEM 渠道健康度探针,但 Windows 企业许可证(EA/CSP)定价独立且不透明,因此双供强度为 0.75。PC 外设(鼠标/键盘)消费级价格稳定性较低,探针价值次之。
🎯 建议消费级探针
· Surface Laptop
· Surface Pro
· Surface Go
· 微软无线鼠标
· 微软键盘
· Windows 11 Home 零售版
服务市场:
consumer
enterprise
gaming
mobile
edge
▶MUMobile Memory and Storage§ Mobile and Client Business Unit (MCBU)dram📊✓0.75
MU
Mobile Memory and Storage
§ Mobile and Client Business Unit (MCBU)
dram
📊✓0.75
📜 SEC 10-K 原文摘录(2025-10-03)→ 打开原文 verify
Mobile and Client Business Unit ( MCBU ) MCBU is focused on memory and storage solutions for the mobile and client segments. Additionally, MCBU sales include our Crucial-branded SSDs and DRAM... Mobile : Consists of memory and storage products sold into the smartphone and other mobile-device markets, including discrete NAND, DRAM, and managed NAND products. MCBU offers a portfolio of MCPs and mana
📄 公司自述
Memory and storage products for smartphones and other mobile devices, including discrete DRAM and NAND, managed NAND, and MCPs that integrate LPDDR and e.MMC/UFS to support AI‑enabled and high‑performance mobile applications.
🏷️ 官方 sub-products
LPDDR5X (1β and 1γ nodes)
e.MMC
UFS
MCPs combining LPDDR and e.MMC/UFS
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
LPDDR5X既用于消费级旗舰手机,也用于AI推理边缘设备和数据中心的移动AI加速卡。手机市场价格透明(通过拆解报告和supply chain价格追踪),且LPDDR产能与服务器DRAM共享fab资源。当旗舰手机LPDDR涨价时,反映整体DRAM产能紧张,预示企业端DDR5/HBM营收向好。双供强度0.75因mobile偏重但AI edge需求快速成长。
🎯 建议消费级探针
· 旗舰智能手机(如iPhone/Galaxy S系列)
· 高端Android手机
· 5G手机
服务市场:
mobile
consumer
ai_datacenter
▶QCOMWireless connectivity (Wi‑Fi, Bluetooth and location) products§ QCTno tag📊✗0.75
QCOM
Wireless connectivity (Wi‑Fi, Bluetooth and location) products
§ QCT
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2025-11-05)→ 打开原文 verify
Our wireless connectivity products also consist of integrated circuits and system software for Wi-Fi, Bluetooth and frequency modulation, as well as technologies that support location data and services. Our wireless connectivity products provide additional connectivity across mobile handsets, automotive and IoT products. QCT also offers standalone Wi-Fi, Bluetooth, application processor and Ethern
📄 公司自述
Wireless connectivity products include integrated circuits and system software for Wi‑Fi, Bluetooth and frequency modulation, as well as technologies that support location data and services, used across mobile handsets, automotive and IoT products, and also offered as standalone Wi‑Fi, Bluetooth, application processor and Ethernet products.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
高通 Wi-Fi/BT 芯片同时供应消费级(路由器/耳机/手机)和企业级(数据中心网络设备/工业IoT/车载)。消费级 Wi-Fi 6E/7 路由器价格在 Amazon 可追踪,涨价反映晶圆产能紧张,会同步影响企业端 Wi-Fi 模组交付。automotive 和 edge AI 需求增长时,consumer SKU 会先反映缺货/涨价。双供强度 0.75 因消费端占比仍较高,但企业/车载增速快。
🎯 建议消费级探针
· Wi-Fi 6E/7 路由器
· 蓝牙耳机/音箱
· 智能家居设备
· 游戏笔电
· Android 旗舰手机
服务市场:
consumer
mobile
automotive
enterprise
cloud
ai_datacenter
industrial
edge
healthcare
▶QCOMSnapdragon platforms§ QCTadvanced_node_wafer📊✓0.75
QCOM
Snapdragon platforms
§ QCT
advanced_node_wafer
📊✓0.75
📜 SEC 10-K 原文摘录(2025-11-05)→ 打开原文 verify
The Snapdragon and Dragonwing families of highly integrated, system-based solutions include the Snapdragon mobile (powering Android devices), compute, sound and automotive platforms, and Dragonwing industrial and edge networking IoT solutions. Each platform consists of application processors and wireless connectivity capabilities, including our cellular modem that provides core baseband modem func
📄 公司自述
Snapdragon is a family of highly integrated system‑based solutions for mobile, compute, sound and automotive platforms that combine application processors, cellular modems, non‑cellular wireless connectivity and positioning, with capabilities for AI, security, graphics, display, audio, video and camera processing.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Snapdragon同时服务消费级手机和新兴AI Edge/车载市场。旗舰手机价格(如小米14/Galaxy S24)可反映高端芯片需求,且8 Gen系列与数据中心Snapdragon X Elite共享TSMC先进制程产能。消费端涨价信号领先企业端订单约1季度,但automotive/edge占比提升中,双供结构逐渐增强。
🎯 建议消费级探针
· 旗舰智能手机(小米/三星/OPPO)
· Windows on ARM笔记本
· Android平板电脑
· 智能音箱
服务市场:
mobile
consumer
automotive
edge
ai_datacenter
▶QCOMNetworking products§ QCTno tag📊✗0.75
QCOM
Networking products
§ QCT
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2025-11-05)→ 打开原文 verify
Our networking products include Wi-Fi, Ethernet and passive optical network (PON) chips, network processors, wireless access points and routers, broadband gateway equipment and software. These products help enable home and business networks to support the growing number of connected devices, digital media and data services.
📄 公司自述
Networking products encompass Wi‑Fi, Ethernet and passive optical network chips, network processors, wireless access points and routers, broadband gateway equipment and related software that enable home and business networks to support growing numbers of connected devices, digital media and data services.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
QCOM 网络芯片同时供应消费级路由器(TP-Link/Netgear/ASUS)和企业级接入点/数据中心网络设备。Amazon 上 Wi-Fi 7 路由器价格可追踪,涨价反映芯片供需紧张,会同步影响企业端 revenue。但企业端有定制 ASIC 和长期合约,消费端价格敏感度略低于 DRAM,故 0.75 强度。
🎯 建议消费级探针
· Wi-Fi 6E/7 路由器
· Mesh 路由器套装
· 游戏路由器
· 智能家居网关
服务市场:
consumer
enterprise
cloud
edge
industrial
▶TSLARobotaxi§ Automotiveno tag📊✗0.75
TSLA
Robotaxi
§ Automotive
no tag
📊✗0.75
📜 SEC 10-K 原文摘录(2026-01-29)→ 打开原文 verify
In June 2025, we launched our Robotaxi service, an autonomous ride-hailing platform that harnesses our technology and vehicles. We expect this service will open access to an expanded customer base as modes of transportation evolve, and, along with products such as FSD (Supervised) subscriptions, unlock the potential to advance a service-driven business model based on AI, software and fleet-based p
📄 公司自述
基于特斯拉车辆与自动驾驶技术的自主网约车平台,目前以 Model Y 运营,并计划引入专用自动驾驶车型 Cybercab,以订阅和车队模式提供出行服务。
🏷️ 官方 sub-products
Robotaxi
Cybercab
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Robotaxi 是典型双供结构:消费端通过 Model Y 售价和 FSD 订阅价追踪需求;企业端包括车队运营商采购和 AI 训练算力需求。Model Y 涨价/FSD 渗透率上升反映自动驾驶技术成熟度,直接影响 Robotaxi 车队扩张和数据中心训练投入。但因服务模式差异(C 端买车 vs B 端运营),双供强度略低于纯硬件产品线。
🎯 建议消费级探针
· Tesla Model Y 新车价格
· Tesla FSD 订阅价格
· Uber/Lyft 打车费率
· 自动驾驶出行服务定价
服务市场:
consumer
enterprise
ai_datacenter
▶TSLAEnergy Storage Products§ Energy Generation and Storagemlcc📊✓0.75
TSLA
Energy Storage Products
§ Energy Generation and Storage
mlcc
📊✓0.75
📜 SEC 10-K 原文摘录(2026-01-29)→ 打开原文 verify
Energy Storage Products Powerwall and Megapack are our lithium-ion battery energy storage products. Powerwall, which we sell and lease to customers, as well as through channel partners, is designed to store energy at homes or small commercial facilities. Megapack is an energy storage solution for commercial, industrial, utility and energy generation customers, multiple of which may be grouped toge
📄 公司自述
基于锂离子电池的储能产品线,包括面向家庭和小型商业的 Powerwall,以及面向商业、工业、公用事业和发电客户的大型 Megapack 解决方案,并可通过 Autobidder 与 Powerhub 等平台进行远程控制与优化调度。
🏷️ 官方 sub-products
Powerwall
Megapack
Autobidder
Powerhub
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Powerwall 面向家庭消费市场有公开定价,Megapack 服务工业/公用事业大客户。两者共享锂电池产能、BMS 技术和逆变器供应链。消费端 Powerwall 交付周期和价格波动可反映上游电池产能紧张度,进而预示 Megapack 企业订单执行能力。但企业端项目周期长、定制化高,消费探针灵敏度略低于 GPU/DRAM 典型案例,故评 0.75。
🎯 建议消费级探针
· 家用储能系统 Powerwall
· 便携式储能电源
· 家用太阳能套装
服务市场:
consumer
enterprise
cloud
industrial
other
▶AAPLiPad§ Company-wideno tag📊✗0.65
AAPL
iPad
§ Company-wide
no tag
📊✗0.65
📜 SEC 10-K 原文摘录(2025-10-31)→ 打开原文 verify
“iPad iPad is the Company’s line of multipurpose tablets based on its iPadOS operating system. The iPad line includes iPad Pro, iPad Air, iPad and iPad mini.”
📄 公司自述
Apple’s line of multipurpose tablets based on its iPadOS operating system.
🏷️ 官方 sub-products
iPad Pro
iPad Air
iPad
iPad mini
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
iPad 同时服务消费者(娱乐/学习)和企业端(医疗电子病历/零售POS/现场作业). 消费级价格在 Apple Store/Amazon 公开透明, 但企业采购通常走批量渠道且有定制配置, 消费级涨价对企业端 revenue 有一定领先性但不如 DRAM/GPU 直接. iPad Pro 的 M 系列芯片与 Mac 共享产能, 但整机不属于已定义的 shared_capacity 类别. 双供强度中等偏上.
🎯 建议消费级探针
· iPad Pro 系列
· iPad Air 系列
· iPad 基础款
· iPad mini
服务市场:
consumer
enterprise
education
healthcare
other
▶AAPLiPhone§ Company-wideadvanced_node_wafer📊✓0.65
AAPL
iPhone
§ Company-wide
advanced_node_wafer
📊✓0.65
📜 SEC 10-K 原文摘录(2025-10-31)→ 打开原文 verify
“Products iPhone iPhone is the Company’s line of smartphones based on its iOS operating system. The iPhone line includes iPhone 17 Pro, iPhone Air, iPhone 17, iPhone 16 and iPhone 16e.”
📄 公司自述
Apple’s line of smartphones based on its iOS operating system, including multiple models that address different price points and feature sets.
🏷️ 官方 sub-products
iPhone 17 Pro
iPhone Air
iPhone 17
iPhone 16
iPhone 16e
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
iPhone 同时服务消费者和企业采购(BYOD/公司配机). 消费级价格完全透明(官网+电商), 但企业端多为批量协议价, 价格传导有延迟. A系列芯片占台积电先进制程产能, 消费端涨价/缺货能部分反映供应链紧张, 但企业端占比<20%, 双供强度中等. 主要探针: 旗舰机型溢价+交付周期.
🎯 建议消费级探针
· iPhone 各型号零售价
· Apple Store 官网价格
· Amazon/百思买 iPhone 折扣
· 二手市场 iPhone 残值
服务市场:
consumer
mobile
enterprise
▶METAMeta Quest VR devices and Horizon platform§ Reality Labsno tag📊✗0.65
META
Meta Quest VR devices and Horizon platform
§ Reality Labs
no tag
📊✗0.65
📜 SEC 10-K 原文摘录(2026-01-29)→ 打开原文 verify
“Our current product offerings in VR include our Meta Quest devices, as well as software and content available through the Meta Horizon Store, which enable a range of social experiences that allow people to defy physical distance while engaging in gaming, fitness, entertainment, and more. To drive greater adoption and acceptance of VR we have introduced passthrough capabilities, which allow users
📄 公司自述
Virtual reality headsets and associated software and content distributed via the Meta Horizon Store, enabling social, gaming, fitness, entertainment, and other immersive experiences, including passthrough capabilities that blend VR immersion with awareness of the physical world.
🏷️ 官方 sub-products
Meta Quest
Meta Horizon Store
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Quest设备同时服务消费级(游戏/健身/娱乐)和企业端(培训/协作/医疗可视化). Amazon有Quest公开售价可追踪,涨价反映供应链紧张. 但企业VR方案常含定制服务,消费价格传导不如GPU/DRAM直接. passthrough功能增强企业应用场景,双供属性在加强中.
🎯 建议消费级探针
· Meta Quest 3头显
· Meta Quest Pro
· VR游戏内容销售额
· VR健身应用订阅
服务市场:
consumer
gaming
enterprise
healthcare
other
▶QCOMIoT§ QCTedge📊✗0.65
QCOM
IoT
§ QCT
edge
📊✗0.65
📜 SEC 10-K 原文摘录(2025-11-05)→ 打开原文 verify
QCT Segment (in millions, except percentages)
2025 2024 Change
Revenues
...
IoT (internet of things) 6,617 5,423 1,194
...
QCT is a leading developer and supplier of integrated circuit products and system software with advanced connectivity and high-performance, low-power computing technologies, for use in mobile devices; automotive systems...; and IoT products, including consumer electronic devic
📄 公司自述
IoT revenues are generated from integrated circuit products and platforms used in consumer electronic devices, industrial devices and edge networking products, including Dragonwing industrial and edge networking IoT solutions and Snapdragon‑based consumer IoT platforms.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
QCOM IoT 横跨消费级(Snapdragon 智能穿戴/家居)和工业边缘(Dragonwing 网关/工控). 消费级 SKU 在 Amazon 可追踪(如 Meta Quest/小米手表), 但工业端多为 B2B 定制, 价格传导有时滞. 双供强度中等偏上, 消费级涨价可部分反映边缘计算芯片需求, 但不如 GPU/DRAM 直接.
🎯 建议消费级探针
· 智能音箱
· 智能手表
· VR/AR头显
· 智能家居网关
· 扫地机器人
· 无人机
服务市场:
consumer
industrial
edge
automotive
other
▶QCOMSnapdragon 5G modem‑RF systems§ QCTno tag📊✗0.65
QCOM
Snapdragon 5G modem‑RF systems
§ QCT
no tag
📊✗0.65
📜 SEC 10-K 原文摘录(2025-11-05)→ 打开原文 verify
We have also integrated our Snapdragon platform with our RFFE components to create our Snapdragon 5G modem-RF products, a modem-to-antenna platform integrating AI to maximize data speeds and performance, support superior call connectivity and coverage and extend battery life.
📄 公司自述
Snapdragon 5G modem‑RF products are modem‑to‑antenna platforms that integrate the cellular modem with RFFE components and AI capabilities to maximize data speeds and performance, improve call connectivity and coverage, and extend battery life.
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Snapdragon 5G modem-RF主要服务消费级手机市场,但同时供应汽车联网、工业物联网和边缘计算设备。消费级5G手机(如三星Galaxy/小米旗舰)价格和销量可作为探针,反映QCOM整体modem出货健康度。automotive和industrial端虽占比较小但增长快,形成中等强度双供结构。
🎯 建议消费级探针
· 5G智能手机
· 5G平板电脑
· 5G笔记本电脑
· 5G移动热点
服务市场:
mobile
consumer
automotive
industrial
edge
▶TSLAEnergy Generation Systems§ Energy Generation and Storageno tag📊✗0.65
TSLA
Energy Generation Systems
§ Energy Generation and Storage
no tag
📊✗0.65
📜 SEC 10-K 原文摘录(2026-01-29)→ 打开原文 verify
Energy Generation Offerings We sell energy generation systems directly to customers and also through channel partners. We design and manufacture certain components for our energy generation products, including solar panels and Solar Roof, which combines premium glass roof tiles with energy generation... Energy Generation Systems We began manufacturing a new residential retrofit solar panel in 2025
📄 公司自述
太阳能发电产品和系统,包括通过直销和渠道销售的太阳能系统,自研太阳能组件和 Solar Roof 建筑一体化屋顶,以及与 Powerwall 集成的自有太阳能逆变器。
🏷️ 官方 sub-products
Solar Roof
🤖 LLM 判断 (claude-sonnet-4.5 · subjective)
Tesla 太阳能同时服务住宅(消费级)和商业/工业屋顶项目。Solar Roof 有公开零售价格可追踪,但企业端多为定制化大型项目,价格透明度较低。住宅端需求波动(利率敏感)与企业端储能配套需求(电网级项目)存在一定相关性但非强耦合,双供结构中等偏上。
🎯 建议消费级探针
· 住宅太阳能系统安装报价
· Solar Roof 瓦片单价
· 家用太阳能逆变器
· Powerwall 配套光伏套装
服务市场:
consumer
enterprise
industrial