Unverified50% confidenceOpinionExact time

上游厂商进入下游市场的降维打击模式在半导体、智能手机、云计算等行业反复出现

1

Sources

50%

Confidence

Long-term

Relevance

7/17/2026

First Seen

Sources

MITS: From Rocket Telemetry to the Altair 8800 — The Hidden Origin of the Personal Computer Revolution

Related Claims

Unverified网络设备生态被思科和华为等少数厂商高度垄断，形成技术锁定效应69% similar Unverified半导体、云计算存储、带宽等技术产品均经历了从高溢价专有产品到低毛利商品的商品化转变66% similar

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