电子行业周报：Galaxy AI登场，开启AI手机新篇章

300 30% 20%  10% 0% -10% -20% -30% 23-0123-0423-0623-0823-1124-01  AIinAI 2023108Gen3MetaLlama2AI1s 9300APU790 AIAI AIAIAIAI AIAI  1 2 www.avicsec.com 010-59219558010-59562637   .................... ................................................................... .......................... ................................................................. ................................................................. ............................................................... ............................................................... ...................................................... ........................................................... ............................. ................... ..................... ........................................................... ............................................ ................... ............. .................................................................. ....................................................................... ....................................................................... .................................................................... ................................................... ............................................. .................................................................... .................................................................... .......................................................................... ......................................................................... ................................................. ................................................ ............................................................. ............................................... ............................................... ............................................... ............................................... .......................................................................... AI 118 GalaxyS24 GalaxyS24S24/S24+/UltraGalaxyS24 S24+8Gen3forGalaxy Exynos2400GalaxyS24Ultra AI AI 8Gen3GalaxyS23S24 AI 1 CircletoSearch GalaxyAI Google Home AI Google app CircletoSearch app AI 2 3 4GalaxyS24AISuperHDR AI 1 2 AIin AI 2023 10 8Gen3 MetaLlama2 AI 100 1s 9300 AI AI AI AI APU790 AI AI AI AI AI AI 3 AI GalaxyS24 4 Counterpoint 5 ifind 6 ifind 7 8 ifind ifind 1 ifind 14.00 12.00 10.00 8.00 6.00 4.00 2.00 0.00 2023-03-03 2023-03-15 2023-03-27 2023-04-07 2023-04-19 2023-05-02 :Flash:SLC1Gb128MBx8 :Flash:SLC4Gb512MBx8 :Flash:SLC16Gb2GBx8 :Flash:MLC64Gb8GBx8 :Flash:MLC128Gb16GBx8 2023-05-12 2023-05-24 2023-06-05 2023-06-15 2023-06-29 2023-07-11 2023-07-21 2023-08-02 2023-08-14 2023-08-24 2023-09-05 2023-09-15 :Flash:SLC2Gb256MBx8 :Flash:SLC8Gb1GBx8 :Flash:MLC32Gb4GBx8 :Flash:MLC256Gb32GBx8 2023-09-27 2023-10-10 2023-10-20 2023-11-01 2023-11-13 2023-11-23 2023-12-05 2023-12-15 2023-12-27 2024-01-09 2024-01-19 2021-06-15 9 1,600 1,400 1,200 1,000 800 600 400 200 0 2021-08-10 2021-10-12 2021-12-07 2022-02-08 2022-04-06 2022-05-31 11 2022-07-26 2022-09-20 2022-11-22 2023-01-17 2023-03-21 2023-05-16 2023-07-11 2023-09-05 2023-11-07 2024-01-02 10 1,400 1,200 1,000 800 600 400 200 0 2021-06-15 2021-08-10 2021-10-12 2021-12-07 2022-02-08 2022-04-06 2022-05-31 2022-07-26 2022-09-20 2022-11-22 2023-01-17 2023-03-21 2023-05-16 2023-07-11 2023-09-05 2023-11-07 2024-01-02 13 350 300 250 200 150 100 50 0 2021-01-05 2021-02-05 2021-03-05 2021-04-06 2021-05-05 2021-06-07 : : : : : : 2021-07-05 2021-08-05 :32 :55 2021-09-06 1366x76850/60HzOpen-Cell 3840x216050/60HzOpen-Cell :11.6 :15.6 :21.5 :271920x108050/60HzLED 2021-10-05 1366x76850/60HzFlat-LED 1920x1080Flat-LED 1920x1080LED 2021-11-05 2021-12-20 2022-01-20 2022-02-21 2022-03-21 2022-04-20 2022-05-20 2022-06-21 2022-07-20 2022-08-22 : : : : : 2022-09-20 2022-10-20 :431920x108050/60HzOpen-Cell :653840x2160Open-Cell 2022-11-22 :14.0 :17.3 :23.8 2022-12-20 1366x76850/60HzFlat-LED 1600x90050/60HzWedge-LED 1920x1080LED 2023-01-19 2023-02-20 2023-03-20 2023-04-20 2023-05-23 2023-06-20 2023-07-20 2023-08-21 2023-09-20 2023-10-20 2023-11-20 2023-12-20 12 9.00 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 2022-01-19 2022-02-18 2022-03-15 2022-04-11 :DRAM:DDR34Gb512Mx81600MHz :DRAM:DDR48Gb(1Gx8)2666Mbps :DRAM:DDR416Gb(2Gx8)2666Mbps 2022-05-05 2022-05-30 2022-06-23 2022-07-18 2022-08-10 2022-09-02 2022-09-27 2022-10-20 2022-11-14 2022-12-07 2022-12-30 2023-01-31 2023-02-23 2023-03-20 :DRAM:DDR48Gb(1Gx8)eTT :DRAM:DDR48Gb(512Mx16)2666Mbps :DRAM:DDR416Gb(2Gx8)eTTMbps 2023-04-13 2023-05-09 2023-06-01 2023-06-28 2023-07-21 2023-08-15 2023-09-07 2023-10-03 2023-10-26 2023-11-20 2023-12-13 2024-01-08 14 15 ifind ifind 16 17 ifind ifind