您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[华安证券]:电子行业周报:苹果或将于iPhone 17发布轻薄版机型Slim - 发现报告
当前位置:首页/行业研究/报告详情/

电子行业周报:苹果或将于iPhone 17发布轻薄版机型Slim

电子设备2024-05-19陈耀波、李美贤、刘志来华安证券单***
电子行业周报:苹果或将于iPhone 17发布轻薄版机型Slim

Ø" !"#$/%& Ø"#$%&'()*+,iPhone17-./0123Slim !"#$%2024-05-19 !"ƒ$%&' !"'()*+300h-./ 30% 20% 10% 0% -10% -20% -30% 电⼦(申万)沪深300 0123456 &'()*%S0010523060001 +,%chenyaobo@hazq.com 0123789 &'()*%S0010524020002 +,%limeixian@hazq.com0123:;<&'()*%S0010523120005 +,%liuzhilai@hazq.com ()*+% =%!>?@ 5/238/2311/232/245/24 A'(BC<DE=%F2024-05-13G2024-05-17HEIJ'(%KLM-0.0165%E+NO'KLMP-0.2242%EQ"R'(KLMP-0.7042%EffiQ50KLMP-1.6626%ETUVW'(KLM +0.3943%XRY!"'(<DEBCZ[\]^_V`REKMP +2.6448%E0abcBC/dEKMP-3.1574%eRYfg'(<DEBCZ[\]hib'(EKMP+2.87%EBCZd\]IGBT'(EKMP-2.67%X TheInformation3jklmnopqr\siPhone17Slim”uvE wxyz[|\sPlus”uv ]~0ÄEjkÅÇÉÑ\iPhone17z[]ÖÜáàEâÄäãuvmåçséèpr\êë”Eí|ZÜ\áàìîïñóòôöõúùGêû\sü†|°”¢ñX£kÉÑuv§\•¶sü†| °”Eß®mOPiPhoneäã©™18ÑZÉ´¨á3pXìêëSØEiPhone17iPhone17Slim±iPhone17ProÓmåçsû¥µ”\Ù_êëX)Æ_ôEiPhone17ProMax|´ªmºÛæø_OE¿u¡Ä¬måçsûy\ƒTz”e«»]iPhone17uv¡Ä…m û2400UòÀÃñóòôXìÕŒSØEiPhone17±iPhone17Slimmœ–A18lA19—“E û8GBRAMe«iPhone17Pro±iPhone17ProMaxm ûA19Pro—“±12GBRAMX”‘CquvEiPhone15±iPhone15Plus’]6GBRAME«iPhone15Pro±iPhone15ProMax’ ]8GB\RAMXFTheInformationIT3÷H SK¥ÿŸ⁄¤VW3‹›DRAMfifl‡·‚„OçîHBM‰Â ⁄¤±SK¥ÿŸÊëEºîAIËÈ—“ÍÎÏÌÓÔE7ÑDRAM ±HBMffiŒmÚÛÙıePˆ˜RÍÎE˘˙m‚˚20%\DRAMfl‡¸˝PHBMfl‡XSK¥ÿŸHBM—“7Ñ·˛ˇE2025Ñ!M#˛ˇe⁄¤HBMfl$!·˛ˇXFSK¥ÿŸHankyungIT3 ÷H NANDFlashKffiE%&'()*w<+,-. %&B/E01÷NANDFlash234fl5Í67¨8E9T˛ffi :;Eæ<=>/VÑ_@ÜÓ31%G3221ABCX %&'oEI)NANDFlash˛ffi/D⁄E)F2023Ñ10-12FH :;15-19%PGHD3)ICIKeI)NANDFlashoJK) Ó5-9%X%&B/EI)w8CëL\˛ffi)Ó20%MNXF%& OPH jkflRS-E2031Ñ6RVTUæOLEDoJVWÊëmX 85.1% Y¡Omdia\rZ[E¶2031ÑEçî6RVT\OLED´/b \oJKÊëmÓ\G3500U]X^_`a\]EÊëì¿ôbc ‰Eçî6RVT\UæOLED\oJVWm´dÓ\EX¶85.1%XFOmdiaESMChinaH OmdiaB/3sAppleìiPadProäã|eçUæOLEDEíf$]ghiR±ŠklmXUæOLEDË.çî_nÜop´/q\rsOLEDE’]ûtu\v$w±ûx\_nO=Xi=IEUæOLED.ysOLEDûŠûzEöPí˘VWCc±êûV[:5û|]bX”FOmdiaESMChinaH Q1~¥6RVToJKÑ43%EÄÅ/yÇIÉìÑÖ6RVT23±|Ü=á$à\âä"ã9TåE~¥6RVTçéoJKì2024ÑQ1è_.åê3%XjkëÀiPadäãìîjjñ¡+¢E|Ü$àÄÅyÇóCâäÓÔEIÉÃò ¢X 0$àDEDp)*jkoJKX1140U]EVW35%E_.4ô 11%e⁄¤¢öDõEoJK670U]EVW21%eÄÅoJK230 U]¢öD⁄E_.ÓÔ20%EVW7%eúùü†D°EoJK220U]E_.å¢18%eyÇü†DòE_£îrno\yÇ6 R6äãâäBCEoJK200U]ÜÓ117%EVW6%X FTechInsightsH 2026Ñ|ÜܧIC•¶2flõmÓG~¥Dp &ß´/E2023Ñ®~¥©™›flõVWP4Ü22.2%|Ü]¨22.0%|Üܧ19.1%B=13.4%8Ü11.2%£ë4.8%X Øò±<EÊë|Üܧ\©™›flõVWmÁ•Ó\E<mì2026ÑÓG~¥DpX¥pSØEB=\VWÊëmA2023Ñ\13.4%åê¶2026Ñ\12.9%X Knometa&ßÊëE¶2026ÑEIC•¶2flõmw7.1%\¥æÑ…ÓÔwµ*ÓÔE2024ÑÓÔËfi…äEarÓflõÊëì2025ѱ2026ÑÜMÓÔXFKnometaResearchH ĪÈ` AIºuSØĪÈ`3a¤æøÖ¿P¡¬Q—TPVW ƒÄæøˆr«V»f… ÀSÃX AIPCSØĪÈ`3ÕŒœ–—“VWÄÅO”ÃX ‘!"SØĪÈ`3’÷ffiœÃÿ«VŸ⁄«VÃX ©™›êû±¤†cR‹ÄªÈ`3|PÅÇ›SÕQfiflffi œÃX ØRêûR‹ÄªÈ`3æëVWæ‡XÃX AR/VRfl"·ÄªÈ`3a¤æø‚…uV„ŸfÃX ‰Â:/ ÍÎÏÊÊ@Eœ–ÁyÏÊÊ@ fY#$ 1-./012345'6789......................................................................................................................................5 1.1:;5'07.......................................................................................................................................................................5 1.2<=>5'07...................................................................................................................................................................6 1.3?@5'07.......................................................................................................................................................................6 1.4AB5'CDEFGHI078 1.5JKLMN5'0710 1.63O5'0712 2PQ5RST15 2.15'BUVW15 2.234XYVW18 Z[\]%18 %&#$ ^V1_`ab:;PQcdefghijklmno2023Q1VS2024Q15 ^V2JKTWSp;2024Q1cdRq6 ^V3r`stTWSp;cdRq2024Q16 ^V42024Q1OLEDuvwxysPz[8 ^V52023-2025|JKOLEDuvwcde]~8 ^V6OLEDwÄcdefiÇB3O9 ^V7JK3vcdefgÉA34zÖmn10 ^V8Üá3vàAPQcdekl10 ^V9JKâäãbzÖåçé10 ^V10RISC-VAIè9w11 ^V11êëPCPQTOP5íHì12 ^V122024Q1JKTOP5ÇB3Oîfg13 ^V13r`ÇB3OPQcdeCïñ[2023Q1-2024Q114 ^V142024Q1r`xysÇBóìåòcdeô~14 ^V15ijM4IPADPROãöëúùûü†C°ë14 ^V16BUü¢15 ^V175'BU£§•C¶:[hß.34®©™n´5'ü¢r14/26o15 ^V18345'12BU£§•C¶:[16 ^V19345'12ã'ü¢¨Î£§•C¶:[16 ^V20345'ÆØ12ü¢£§•C¶:[17 ^V21345'5R^17 ^V22XY£§•h%o18 14%5678Ø"#$9:;< 1.1Ç-!"). h1o_`Q1ab:;cdekl%ij/ÉA/걜ä¥xÉ PQµ£;°CounterpointResearchByõ6!"ª2024|m1ºë_`ab: ;PQcdeYÖFæ8%ªø¿m¡XºëcWYÖFæ¬ CounterpointV]ª“cdeYÖFƒªnàAó300_@«FîAndroid:;cde»cWFƒª…]c áPQîÀìÕnàAó2023|m1ºëijiPhone14ProCiPhone14ProMaxŒœ–—ªMk”$cde‘ܬ’ ÷óìüÿªijBŸ«52%îPQfgª⁄¥mn¤‹›fiflî‡óÉA34ªfiPQfg·31%ªù‘‚„|Y$‡\܉4XÂ2ʬ걜äÁËÈÁTCLPQkl2Í⁄‚mÉÎmy¬ÏÌÓNcdeYÖF檠áPQÔ¿cWÓXªÒÚÛ ‚LTEÙı®ˆ˜ì¯˘r˙5G˚*ƒ˝˛ˇ!6ãö"y¬ fi#n$%ª5Gø&ï'î(-)OEMóì® á*+,-A./0¬PQî1ÊóÉAª›2‘34cîS2456ªficdeYÖïñ¬7óÉA8|üVWõ9îmnºëª:ö;îPQfgïñÎ31%ª<2020|mnºë«üîõÜ=Ǭ >?Counterpoint@ëmɺë<bAcWBCDEªF6ãö"ybGHIJKLMª«NO$CPQR(STUabVbî6:;hWXY4cîiPhone16ÙıobG4Zº[\ïñª]?®^_`ab\¬cNüÿª_`ab:;PQIè‚nXdeîf$¬ghijihjk*lç⁄ªFÓX5'îFƒmn«N5GopîÜ( -qrPQsü‰`tîuv¬wüªxsö;L0`yz6CµÓ[|«]HPQî ~KªFxÄÒ`ÅǬhCounterpointÁÉ·o ËB18܇õºuçéoJKVWFjkü†DpH2023Q1vs2024Q1 6789:Counterpoint;<=0123> h2oijiPhone17SlimÑÖ%6.5ÜáÁflà¥rÁâë~äÁb⁄Ü‚ProMax ffioåNTheInformationç#"yéèªÑÖijê|Y"ynëJ6î iPhone17;˚ªfirõsî~K®‚flíàìî<bAïÎÙıî“ñórò’⁄í¬ijBŸô2007|"yöõiPhone«üªflíàìîî⁄ínúù®Ùıîûß üªWjê|;˚H“ñórò’ª¢£Y(<iPhone56§•18|õê…¶ ~ßn¬ ®Ù~àAªiPhone17ÁiPhone17SlimCiPhone17ProqY®I“©B™’î ´¨Ù~¬?ÆYfªiPhone17ProMaxrØ]YÛÛX±¨(ª:;â%ÊY®I“©tî¥Zµ’¤˛ÅQiPhone17;˚â%^YÔı