涨跌赚钱的个人主页 - 老虎社区

涨跌赚钱

涨跌赚钱

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IP属地：浙江

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15:15

$腾讯控股(00700)$ 做空赚麻你！

11-12

$阿里巴巴(BABA)$ 死叉！看空！适合做空！

11-12

$腾讯控股(00700)$ 压家有再多钱，也要出货的，从去年一直涨，不可能一直涨上去的，季线是下跌的！

11-07

$美国超微公司(AMD)$ 看空几天！

11-07

$华友钴业(603799)$ 看空！

11-05

$英特尔(INTC)$ 泡沫看空！

11-05

$腾讯控股(00700)$ 暴涨必暴跌！

11-03

$波音(BA)$ 连跌几日，这次涨回来！来回涨跌，永远轮回！

11-03

富士康不是某品牌的代工厂吗？相对某品牌公司不是贴牌吗？

无语了，除了苹果，全球43%的手机都是贴牌机

10-31

$Meta Platforms, Inc.(META)$ 这货看样子还要跌几天！

10-29

苹果手机也是贴牌机！关健是技术领先，质量ok，

无语了，除了苹果，全球43%的手机都是贴牌机

10-27

$高通(QCOM)$ 大涨必大跌！

10-27

$美国超微公司(AMD)$ 利好消息，庄家出货，利坏消息，庄家进货！理由：消息是庄家发的！

10-27

$美国超微公司(AMD)$ 暴涨过后，必暴跌！等着看！

10-24

$甲骨文(ORCL)$ 日线，小回调，接着看涨几天！

10-17

$甲骨文(ORCL)$ 大跌！周一必大涨！

10-17

$美国超微公司(AMD)$ 从走势来看，做空！

10-16

$美国超微公司(AMD)$ 大涨之后，必将大跌！

10-11

$阿里巴巴(BABA)$ 看空！

10-09

$美国超微公司(AMD)$ 大涨必将大跌！否则，庄家那来资金左右涨跌！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看空几天！","text":"$美国超微公司(AMD)$ 看空几天！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497682560614752","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497483965624496,"gmtCreate":1762478564116,"gmtModify":1762478565924,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/603799\">$华友钴业(603799)$ </a> 看空！","listText":"<a href=\"https://laohu8.com/S/603799\">$华友钴业(603799)$ </a> 看空！","text":"$华友钴业(603799)$ 看空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497483965624496","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496960070669136,"gmtCreate":1762350936038,"gmtModify":1762350937874,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 泡沫看空！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 泡沫看空！","text":"$英特尔(INTC)$ 泡沫看空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496960070669136","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497036353761344,"gmtCreate":1762314536919,"gmtModify":1762314538830,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v> 暴涨必暴跌！","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v> 暴涨必暴跌！","text":"$腾讯控股(00700)$ 暴涨必暴跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497036353761344","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496273753076472,"gmtCreate":1762183535610,"gmtModify":1762183537349,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 连跌几日，这次涨回来！来回涨跌，永远轮回！","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 连跌几日，这次涨回来！来回涨跌，永远轮回！","text":"$波音(BA)$ 连跌几日，这次涨回来！来回涨跌，永远轮回！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496273753076472","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496260727452144,"gmtCreate":1762179923394,"gmtModify":1762179925861,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"title":"","htmlText":"富士康不是某品牌的代工厂吗？相对某品牌公司不是贴牌吗？","listText":"富士康不是某品牌的代工厂吗？相对某品牌公司不是贴牌吗？","text":"富士康不是某品牌的代工厂吗？相对某品牌公司不是贴牌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496260727452144","repostId":"2578939341","repostType":2,"repost":{"id":"2578939341","kind":"news","pubTimestamp":1761643759,"share":"https://www.laohu8.com/m/news/2578939341?lang=&edition=full","pubTime":"2025-10-28 17:29","market":"us","language":"zh","title":"无语了，除了苹果，全球43%的手机都是贴牌机","url":"https://stock-news.laohu8.com/highlight/detail?id=2578939341","media":"春雨科技说","summary":"例如，部分国产手机品牌的中低端机型大量采用ODM方案，从而将核心资源集中在旗舰机型上。据相关数据显示，2025年上半年，全球智能手机出货量约6亿台，其中ODM手机占比高达43%，相当于2.56亿台手机并非品牌方自主设计。值得注意的是，我国厂商在全球ODM市场中占据了98%以上的份额。","content":"<html><body><article><p>你可能以为手机品牌商会亲自设计每一款手机，但现实是，市场上近一半的智能手机只是“贴牌货”。可能有人会问：什么是“贴牌货”？那就是品牌方只提供Logo，其余全部交给第三方公司包办。这种模式叫ODM模式，它正悄然重塑手机行业的竞争逻辑。</p><img src=\"https://inews.gtimg.com/om_bt/OHCLPlPlAGdofzTTaD0edwoepwQAp_O6704RqYlK69szIAA/0\"/><p><strong>一、ODM模式是手机界的“甩手掌柜”</strong></p><p>ODM模式与大众熟知的代工模式截然不同，以<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和富士康的合作为例，苹果自主完成所有设计，富士康只按图生产，这种纯代工模式利润率仅3%-8%。而ODM模式下，第三方公司从主板设计、外观工艺到系统适配全权负责，品牌方只需提出价格区间或功能需求，甚至直接选购现成方案，贴上商标即可上市。</p><p>这种模式的核心优势是成本和效率，品牌方无需养庞大的研发团队，能将产品开发周期从半年压缩至3个月，研发成本降低40%以上。例如，部分国产手机品牌的中低端机型大量采用ODM方案，从而将核心资源集中在旗舰机型上。但代价是产品同质化，同一家ODM厂商可能为多个品牌设计手机，导致不同品牌的手机“换壳不换芯”，甚至出现一模一样的系统漏洞。</p><img src=\"https://inews.gtimg.com/om_bt/OcvUk86SwY3cBPqZO74BFTU7jIkR_DNpUiP5RCUMSH8P0AA/0\"/><p><strong>二、每卖10台手机，4台是贴牌机</strong></p><p>那么现在的贴牌机情况有多严重呢？据相关数据显示，2025年上半年，全球智能手机出货量约6亿台，其中ODM手机占比高达43%，相当于2.56亿台手机并非品牌方自主设计。这一比例同比增长7%，创下2019年以来同期最高纪录。</p><p>ODM行业的集中度极高，<a href=\"https://laohu8.com/S/603296\">华勤技术</a>、<a href=\"https://laohu8.com/S/603341\">龙旗科技</a>、天珑移动和<a href=\"https://laohu8.com/S/002475\">立讯精密</a>四大厂商垄断了绝大部分订单。这些“隐形巨头”凭借规模化设计能力，将毛利率维持在15%-25%，远高于传统代工厂。值得注意的是，我国厂商在全球ODM市场中占据了98%以上的份额。</p><img src=\"https://inews.gtimg.com/om_bt/O-X9T62_9BvxYiUoYyMYxthx0CMi0WdjH9lajdeXSPMBYAA/0\"/><p><strong>三、很无语，目前只有苹果不是“贴牌机”</strong></p><p>在所有手机品牌中，苹果是唯一彻底拒绝ODM模式的异类。从A系列芯片到iOS系统，甚至螺丝扭矩参数，所有环节均自主掌控。这种“全链路控制”模式成本极高，但能确保软硬件高度协同，避免品控失控风险。</p><p>而其他品牌，包括<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、某些国产手机品牌，均在不同程度上依赖ODM。这些品牌通常仅坚持自研旗舰机型，其余产品线则交给ODM厂商快速铺货。这种策略虽能抢占市场，但长期可能削弱品牌的技术积累，陷入“同质化竞争”的泥潭。</p><img src=\"https://inews.gtimg.com/om_bt/OsNREK2JiIl8P3sy2rJS8uf0PWhLSdsrPhoJ3QY6RIbr0AA/0\"/><p><strong>四、写在最后</strong></p><p>ODM的流行是全球化分工的必然结果，就像服装行业从代工转向设计代工，手机行业也将设计制造外包，本质是资源优化。对于消费者而言，ODM模式让千元机也能拥有“旗舰配置”，但代价是牺牲个性化和技术创新。不过真正的焦点不应局限于“谁设计”，而是“是否好用”。毕竟，行业分工的成熟，最终是为了让专业的人做专业的事。对此，大家认为呢？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>无语了，除了苹果，全球43%的手机都是贴牌机</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n无语了，除了苹果，全球43%的手机都是贴牌机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-28 17:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028173132a6d28197&s=b><strong>春雨科技说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你可能以为手机品牌商会亲自设计每一款手机，但现实是，市场上近一半的智能手机只是“贴牌货”。可能有人会问：什么是“贴牌货”？那就是品牌方只提供Logo，其余全部交给第三方公司包办。这种模式叫ODM模式，它正悄然重塑手机行业的竞争逻辑。一、ODM模式是手机界的“甩手掌柜”ODM模式与大众熟知的代工模式截然不同，以苹果和富士康的合作为例，苹果自主完成所有设计，富士康只按图生产，这种纯代工模式利润率仅3%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028173132a6d28197&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET 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USD","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028173132a6d28197&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2578939341","content_text":"你可能以为手机品牌商会亲自设计每一款手机，但现实是，市场上近一半的智能手机只是“贴牌货”。可能有人会问：什么是“贴牌货”？那就是品牌方只提供Logo，其余全部交给第三方公司包办。这种模式叫ODM模式，它正悄然重塑手机行业的竞争逻辑。一、ODM模式是手机界的“甩手掌柜”ODM模式与大众熟知的代工模式截然不同，以苹果和富士康的合作为例，苹果自主完成所有设计，富士康只按图生产，这种纯代工模式利润率仅3%-8%。而ODM模式下，第三方公司从主板设计、外观工艺到系统适配全权负责，品牌方只需提出价格区间或功能需求，甚至直接选购现成方案，贴上商标即可上市。这种模式的核心优势是成本和效率，品牌方无需养庞大的研发团队，能将产品开发周期从半年压缩至3个月，研发成本降低40%以上。例如，部分国产手机品牌的中低端机型大量采用ODM方案，从而将核心资源集中在旗舰机型上。但代价是产品同质化，同一家ODM厂商可能为多个品牌设计手机，导致不同品牌的手机“换壳不换芯”，甚至出现一模一样的系统漏洞。二、每卖10台手机，4台是贴牌机那么现在的贴牌机情况有多严重呢？据相关数据显示，2025年上半年，全球智能手机出货量约6亿台，其中ODM手机占比高达43%，相当于2.56亿台手机并非品牌方自主设计。这一比例同比增长7%，创下2019年以来同期最高纪录。ODM行业的集中度极高，华勤技术、龙旗科技、天珑移动和立讯精密四大厂商垄断了绝大部分订单。这些“隐形巨头”凭借规模化设计能力，将毛利率维持在15%-25%，远高于传统代工厂。值得注意的是，我国厂商在全球ODM市场中占据了98%以上的份额。三、很无语，目前只有苹果不是“贴牌机”在所有手机品牌中，苹果是唯一彻底拒绝ODM模式的异类。从A系列芯片到iOS系统，甚至螺丝扭矩参数，所有环节均自主掌控。这种“全链路控制”模式成本极高，但能确保软硬件高度协同，避免品控失控风险。而其他品牌，包括三星、某些国产手机品牌，均在不同程度上依赖ODM。这些品牌通常仅坚持自研旗舰机型，其余产品线则交给ODM厂商快速铺货。这种策略虽能抢占市场，但长期可能削弱品牌的技术积累，陷入“同质化竞争”的泥潭。四、写在最后ODM的流行是全球化分工的必然结果，就像服装行业从代工转向设计代工，手机行业也将设计制造外包，本质是资源优化。对于消费者而言，ODM模式让千元机也能拥有“旗舰配置”，但代价是牺牲个性化和技术创新。不过真正的焦点不应局限于“谁设计”，而是“是否好用”。毕竟，行业分工的成熟，最终是为了让专业的人做专业的事。对此，大家认为呢？","news_type":1,"symbols_score_info":{"AAPL":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494946964869152,"gmtCreate":1761867022665,"gmtModify":1761867024531,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这货看样子还要跌几天！","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这货看样子还要跌几天！","text":"$Meta Platforms, Inc.(META)$ 这货看样子还要跌几天！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494946964869152","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494243070640584,"gmtCreate":1761691696313,"gmtModify":1761691698785,"author":{"id":"27243347292954","authorId":"27243347292954","name":"涨跌赚钱","avatar":"https://static.tigerbbs.com/50d81f7086394a20413981803ebd600f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27243347292954","authorIdStr":"27243347292954"},"themes":[],"htmlText":"苹果手机也是贴牌机！关健是技术领先，质量ok，","listText":"苹果手机也是贴牌机！关健是技术领先，质量ok，","text":"苹果手机也是贴牌机！关健是技术领先，质量ok，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494243070640584","repostId":"2578939341","repostType":2,"repost":{"id":"2578939341","kind":"news","pubTimestamp":1761643759,"share":"https://www.laohu8.com/m/news/2578939341?lang=&edition=full","pubTime":"2025-10-28 17:29","market":"us","language":"zh","title":"无语了，除了苹果，全球43%的手机都是贴牌机","url":"https://stock-news.laohu8.com/highlight/detail?id=2578939341","media":"春雨科技说","summary":"例如，部分国产手机品牌的中低端机型大量采用ODM方案，从而将核心资源集中在旗舰机型上。据相关数据显示，2025年上半年，全球智能手机出货量约6亿台，其中ODM手机占比高达43%，相当于2.56亿台手机并非品牌方自主设计。值得注意的是，我国厂商在全球ODM市场中占据了98%以上的份额。","content":"<html><body><article><p>你可能以为手机品牌商会亲自设计每一款手机，但现实是，市场上近一半的智能手机只是“贴牌货”。可能有人会问：什么是“贴牌货”？那就是品牌方只提供Logo，其余全部交给第三方公司包办。这种模式叫ODM模式，它正悄然重塑手机行业的竞争逻辑。</p><img src=\"https://inews.gtimg.com/om_bt/OHCLPlPlAGdofzTTaD0edwoepwQAp_O6704RqYlK69szIAA/0\"/><p><strong>一、ODM模式是手机界的“甩手掌柜”</strong></p><p>ODM模式与大众熟知的代工模式截然不同，以<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和富士康的合作为例，苹果自主完成所有设计，富士康只按图生产，这种纯代工模式利润率仅3%-8%。而ODM模式下，第三方公司从主板设计、外观工艺到系统适配全权负责，品牌方只需提出价格区间或功能需求，甚至直接选购现成方案，贴上商标即可上市。</p><p>这种模式的核心优势是成本和效率，品牌方无需养庞大的研发团队，能将产品开发周期从半年压缩至3个月，研发成本降低40%以上。例如，部分国产手机品牌的中低端机型大量采用ODM方案，从而将核心资源集中在旗舰机型上。但代价是产品同质化，同一家ODM厂商可能为多个品牌设计手机，导致不同品牌的手机“换壳不换芯”，甚至出现一模一样的系统漏洞。</p><img src=\"https://inews.gtimg.com/om_bt/OcvUk86SwY3cBPqZO74BFTU7jIkR_DNpUiP5RCUMSH8P0AA/0\"/><p><strong>二、每卖10台手机，4台是贴牌机</strong></p><p>那么现在的贴牌机情况有多严重呢？据相关数据显示，2025年上半年，全球智能手机出货量约6亿台，其中ODM手机占比高达43%，相当于2.56亿台手机并非品牌方自主设计。这一比例同比增长7%，创下2019年以来同期最高纪录。</p><p>ODM行业的集中度极高，<a href=\"https://laohu8.com/S/603296\">华勤技术</a>、<a href=\"https://laohu8.com/S/603341\">龙旗科技</a>、天珑移动和<a href=\"https://laohu8.com/S/002475\">立讯精密</a>四大厂商垄断了绝大部分订单。这些“隐形巨头”凭借规模化设计能力，将毛利率维持在15%-25%，远高于传统代工厂。值得注意的是，我国厂商在全球ODM市场中占据了98%以上的份额。</p><img src=\"https://inews.gtimg.com/om_bt/O-X9T62_9BvxYiUoYyMYxthx0CMi0WdjH9lajdeXSPMBYAA/0\"/><p><strong>三、很无语，目前只有苹果不是“贴牌机”</strong></p><p>在所有手机品牌中，苹果是唯一彻底拒绝ODM模式的异类。从A系列芯片到iOS系统，甚至螺丝扭矩参数，所有环节均自主掌控。这种“全链路控制”模式成本极高，但能确保软硬件高度协同，避免品控失控风险。</p><p>而其他品牌，包括<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、某些国产手机品牌，均在不同程度上依赖ODM。这些品牌通常仅坚持自研旗舰机型，其余产品线则交给ODM厂商快速铺货。这种策略虽能抢占市场，但长期可能削弱品牌的技术积累，陷入“同质化竞争”的泥潭。</p><img src=\"https://inews.gtimg.com/om_bt/OsNREK2JiIl8P3sy2rJS8uf0PWhLSdsrPhoJ3QY6RIbr0AA/0\"/><p><strong>四、写在最后</strong></p><p>ODM的流行是全球化分工的必然结果，就像服装行业从代工转向设计代工，手机行业也将设计制造外包，本质是资源优化。对于消费者而言，ODM模式让千元机也能拥有“旗舰配置”，但代价是牺牲个性化和技术创新。不过真正的焦点不应局限于“谁设计”，而是“是否好用”。毕竟，行业分工的成熟，最终是为了让专业的人做专业的事。对此，大家认为呢？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>无语了，除了苹果，全球43%的手机都是贴牌机</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n无语了，除了苹果，全球43%的手机都是贴牌机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-28 17:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028173132a6d28197&s=b><strong>春雨科技说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你可能以为手机品牌商会亲自设计每一款手机，但现实是，市场上近一半的智能手机只是“贴牌货”。可能有人会问：什么是“贴牌货”？那就是品牌方只提供Logo，其余全部交给第三方公司包办。这种模式叫ODM模式，它正悄然重塑手机行业的竞争逻辑。一、ODM模式是手机界的“甩手掌柜”ODM模式与大众熟知的代工模式截然不同，以苹果和富士康的合作为例，苹果自主完成所有设计，富士康只按图生产，这种纯代工模式利润率仅3%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028173132a6d28197&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET 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