新赛道卡位与生态协同,蓝思科技锚定苹果AI硬件长期红利

同壁财经
Oct 15

苹果与蓝思科技(300433.SZ)(06613.HK)近二十年的合作,早已超越简单的供需关系。从iPhone到Vision Pro,蓝思深度参与每一轮消费电子革命;如今在端侧AI驱动的智能硬件浪潮中,这家核心供应商正通过新赛道卡位与全链条协同,锁定长期业绩增长动能。在AR/VR这一苹果AI战略核心领域,蓝思已构建起不可替代的竞争优势。作为Vision Pro玻璃盖板关键供应商,其更拿下新一代...

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