电子行业周报：华为折叠屏Pocket 2发布，极致平整更进一步

2 www.avicsec.com 010-59219558 010-59562637 1 ◆ ◆ ◆ -30%-20%-10%0%10%20%30%23-0223-0523-0723-1023-1224-02300 ◆ ◆ ◆ ....................... ................................................................... .......................... ................................................................. ................................................................. ............................................................... ............................................................... ...................................................... ........................................................... ............. ........... .... ........................................................... .................. ...................................... ................... .................................................................... ................................................... ......................................................... .................................................................. ....................................... .......................................... ......................................................... ................................................... ............................................. ................................................................... ................................................................... ......................................................................... ......................................................................... ................................................. ................................................ ............................................................. ............................................... ............................................... ............................................... ............................................... ............................... .......................................................................... Pocket 2222Pocket 262%20%Pocket 21548.3m55.6mP50 Pocket2023Mate X32024 1 2 Pocket 2 DigiTimesGoogleOPPOvivoIDC2023700.7+114.5%20241000 3 4 IDC IDC /20236000V Purse2/3OPPO N2/N3 Flip202331.9%68.1% 5 6 IDC IDC CGS-CIMBGalaxy Fold1S9+Bom 1Galaxy Fold1S9+2.8OLEDOCA 2Galaxy Fold1S9+2.913.7%UOPPO Find N136U600.01mm80010.4% 1 组件 三星Galaxy Fold 1 三星Galaxy S9+ 成本占比 变动 成本（美元） 占比 成本（美元） 占比 显示模组 218.8 34.4% 79.0 21.0% 13.4% 摄像头 48.5 7.6% 38.0 10.1% -2.5% 机械结构件 87.5 13.7% 29.8 7.9% 5.8% 处理器 71.0 11.2% 67.0 17.8% -6.7% 电源管理IC 10.9 1.7% 8.8 2.3% -0.6% 蓝牙/无线 7.0 1.1% 7.0 1.9% -0.8% 存储 79.0 12.4% 57.0 15.2% -2.8% 射频前端 21.0 3.3% 19.0 5.1% -1.8% 传感器 7.0 1.1% 5.5 1.5% -0.4% 电池模组 9.2 1.4% 4.9 1.3% 0.1% 配件 19.0 3.0% 15.5 4.1% -1.1% 其他成本 57.8 9.1% 44.5 11.8% -2.8% CGS-CIMB MIMMIM++CNC2023Magic V23D150%MIM MIM3D 7 8 ifind 9 ifind 10 11 ifind ifind 2 ifind 12 13 14 02004006008001,0001,2001,4001,6002021-06-152021-08-102021-10-122021-12-072022-02-082022-04-062022-05-312022-07-262022-09-202022-11-222023-01-172023-03-212023-05-162023-07-112023-09-052023-11-072024-01-0202004006008001,0001,2001,4002021-06-152021-08-102021-10-122021-12-072022-02-082022-04-062022-05-312022-07-262022-09-202022-11-222023-01-172023-03-212023-05-162023-07-112023-09-052023-11-072024-01-020.002.004.006.008.0010.0012.0014.002023-03-032023-03-162023-03-292023-04-122023-04-252023-05-092023-05-222023-06-022023-06-152023-06-302023-07-132023-07-262023-08-082023-08-212023-09-012023-09-142023-09-272023-10-112023-10-242023-11-062023-11-172023-11-302023-12-132023-12-262024-01-092024-01-222024-02-022024-02-21:Flash:SLC 1Gb 128MBx8:Flash:SLC 2Gb 256MBx8:Flash:SLC 4Gb 512MBx8:Flash:SLC 8Gb 1GBx8:Flash:SLC 16Gb 2GBx8:Flash:MLC 32Gb 4GBx8:Flash:MLC 64Gb 8GBx8:Flash:MLC 256Gb 32GBx8:Flash:MLC 128Gb 16GBx8 15 16 0.001.002.003.004.005.006.007.008.009.002022-01-192022-02-182022-03-152022-04-112022-05-052022-05-302022-06-232022-07-182022-08-102022-09-022022-09-272022-10-202022-11-142022-12-072022-12-302023-01-312023-02-232023-03-202023-04-132023-05-092023-06-012023-06-282023-07-212023-08-152023-09-072023-10-032023-10-262023-11-202023-12-132024-01-082024-01-31:DRAM:DDR3 4Gb 512Mx8 1600MHz:DRAM:DDR4 8Gb(1Gx8)eTT:DRAM:DDR4 8Gb(1Gx8)2666 Mbps:DRAM:DDR4 8Gb(512Mx16)2666 Mbps:DRAM:DDR4 16Gb(2Gx8)2666 Mbps:DRAM:DDR4 16Gb(2Gx8)eTT Mbps0501001502002503003502021-01-052021-02-052021-03-052021-04-062021-05-052021-06-072021-07-052021-08-052021-09-062021-10-052021-11-052021-12-202022-01-202022-02-212022-03-212022-04-202022-05-202022-06-212022-07-202022-08-222022-09-202022-10-202022-11-222022-12-20202