Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry sources say the issue could introduce uncertainty into Apple's supply chain, while potentially creating indirect opportunities for Samsung Electronics' non-memory businesses, including its System LSI and foundry divisions, as the world's second-largest CIS supplier.

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention.