电子行业周报：华为折叠屏Pocket 2发布，极致平整更进一步

300 30% 20%  10% 0% -10% -20% -30% 23-0223-0523-0723-1023-1224-02   1 2 www.avicsec.com 010-59219558010-59562637    ....................... ................................................................... .......................... ................................................................. ................................................................. ............................................................... ............................................................... ...................................................... ........................................................... ............. ........... .... ........................................................... .................. ...................................... ................... .................................................................... ................................................... ......................................................... .................................................................. ....................................... .......................................... ......................................................... ................................................... ............................................. ................................................................... ................................................................... ......................................................................... ......................................................................... ................................................. ................................................ ............................................................. ............................................... ............................................... ............................................... ............................................... ............................... .......................................................................... 222 Pocket2 62% Pocket2 Pocket2 20% 15 2023 48.3m55.6mP50PocketMateX32024 1 2 Pocket2 DigiTimes GoogleOPPO vivo IDC 2023 700.7 +114.5%20241000 3 4 IDC IDC VPurse2/3 OPPON2/N3Flip 2023 31.9%68.1% 5 6 IDC IDC S9+Bom S9+2.8 OLED CGS-CIMBGalaxyFold1 1GalaxyFold1 OCA 2.9 2GalaxyFold1S9+ U U 13.7% OPPOFindN136 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 MIM MIM + + 3D 150% CNC 2023 MagicV2 MIM MIM 3D 7 8 ifind 9 ifind 10 11 ifind ifind 2 ifind 14.00 12.00 10.00 8.00 6.00 4.00 2.00 0.00 2023-03-03 2023-03-16 2023-03-29 2023-04-12 2023-04-25 :Flash:SLC1Gb128MBx8 :Flash:SLC4Gb512MBx8 :Flash:SLC16Gb2GBx8 :Flash:MLC64Gb8GBx8 :Flash:MLC128Gb16GBx8 2023-05-09 2023-05-22 2023-06-02 2023-06-15 2023-06-30 2023-07-13 2023-07-26 2023-08-08 2023-08-21 2023-09-01 2023-09-14 2023-09-27 :Flash:SLC2Gb256MBx8 :Flash:SLC8Gb1GBx8 :Flash:MLC32Gb4GBx8 :Flash:MLC256Gb32GBx8 2023-10-11 2023-10-24 2023-11-06 2023-11-17 2023-11-30 2023-12-13 2023-12-26 2024-01-09 2024-01-22 2024-02-02 2024-02-21 2021-06-15 12 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 2022-07-26 14 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 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 16 350 300 250 200 150 100 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 2021-09-06 :321366x76850/60HzOpen-Cell :553840x216050/60HzOpen-Cell :11.6 :15.6 :23.8 2021-10-05 2021-11-05 1366x76850/60HzFlat-LED 1920x1080Flat-LED 1920x1080LED 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 2022-11-22 :431920x108050/60HzOpen-Cell :653840x2160Open-Cell 2022-12-20 :14.01366x76850/60HzFlat-LED :17.31600x90050/60HzWedge-LED :271920x108050/60HzLED 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 2024-01-22 2024-02-20 15 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 2022-05-05 :DRAM:DDR34Gb512Mx81600MHz :DRAM:DDR48Gb(1Gx8)2666Mbps :DRAM:DDR416Gb(2Gx8)2666Mbps 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 2023-04-13 :DRAM:DDR48Gb(1Gx8)eTT :DRAM:DDR48Gb(512Mx16)2666Mbps :DRA