AI智能总结
()*+% !"#$%2024-05-25 A'(BC<DE=%F2024-05-20G2024-05-24HEIJ'(%KLM-2.0658%E+NO'KLMP-2.9337%EQ"R'(KLMP-2.4868%ESQ 50 KLMP-3.6069%ETUVW'(KLM-3.4854%XRY!"'(<DEBCZ[\]^_V`REKMP+0.50%EabcdeBC/fEKMP-2.46%gRYhi'(<DEBCZ[\]jk'(EKMP-1.89%EBCZf\]lmn'(EKMP-5.6%X lCanalys32024oAIPCpqrstuv19% CanalyswxE2024oAIPCyz{tu5100U|E2026oP1.54}|E2028otu2.08}|E2024o-2028o\~oÄÅÇÉP42%X Ñ Ö Ü V á(PC)à â n ä ã å ç é è ê ë í ì î ECOMPUTEX2024tOPAIPC\ïqX ñóòtåç\LunarLakeôArrowLakeEöõúëíùûü†°Ultra2èêE¢£§•Q¶ßô®É\©™´X AMDt¨yZen5≠ÆE¢tØM∞±\NPU≤ßEA≥¥μAMDÑAIPC∂∑\∏π∫ªX ºΩü2023o10æåçø¿¡XEliteE¢ü2024o4æåçøXPlusèêX¬√ƒ≈∆«»…ÀÃëí\ß®BCX 0123:;<&'()*%S0010523120005+,%liuzhilai@hazq.com ÕåSŒßt)ñœuÄ–E—“WindowsonArm\PCpq∏πE”¬‘’÷◊ÿŸ⁄¤EüComputexIåç\¬‘t‹÷vØ›\«fiXFCanalysflC114H lQ1‡·‚ÃμG„‰ÂÊØÁË´ÈäEÍÎÂÏ ÌÓÔÆCounterpoint5æ22&ÒÚÛE2024oÂéÙı„‰ÁË´È"ˆ˜¯.˘˙5%E˚¸.ÅÇ12%E‡·‚û6%\rsμGÂÊ˝EÍβˇrs2%ª!ÂÏXÔÆBÛEÂéÙıˆ˜˘˙"#$Ù%¶&'()E*&P+ÜÈ,ßFAIHabcF-,ß.Ôfl¬√VWfl/Õ0fl12ôÈ"H345678X öé9-)|:V;â<\D=">≥ÄE|:V”?t2024o@Aabc!"\ÅÇÉwBACºü10%D˘EGF10%X „‰?ÏØÁË´ÈG"‡E|:VéÙı"HIº!JKErsL.u62%MywNE|:VOtAIP⁄˜“oQÄÅÇÉ50%\RS™TUÇG2028oXV;wNCoWoSëßv2024oWt¸.ÅÇXéYE˚IZ=[\]^ÿ_\AI34X`a¤bEcüAI·d\ÿ_34E|:V 5nmëßefÉéghRÿ_XFCounterpointResearchH lÊiVWflSKjkl«?mΩflm·dÅëRhnoı pqBussinesskorear&stEÊiVWflSKjkl«?müÅëΩflm·dRhnoıX8GbDDR4DRAMΩful\ÄFvÑwær¯.IKø17%E˚xyzl{|}~lmÄ\128GbF16Gx8HMLCΩfzl\vÅÇÉÑ"ÖX öÜá]&Pwæà\|â∫ä∫ã()ø8fiulëßEå™Tu¨ÖΩful34,ºXçc<DΩflm·d\34¢éè≈ êE˘ëG"IR£Pí({\ìlX îéïxE‚Ã∫ñóòô-«?àü"öõúoXùN‡û∫äô-ü†E8‚ذo*m„‰¢£§<s•\"öõ&'Eõ¶()ß®˘Ωflm·d34\Œ©ı’™´¨X ”•EAI≠Æ˘HBMul34Ø∞E≥HBM\Áˬ±{]ΩfDRAM\2~3YXÑÊiVWflSKjkl:≤≥ëHBM\¥μ˘EΩfDRAM\ÁË∂d{-∑av∏_X πo˘aot∫<jkiPhone16èêflÊiGalaxyZèê|¶ª,ß.Ô\åçE&swBö6©ÔÆ£§OPºäÅëΩælm·d\øÔXFBussinessKoreaflITì¿H lÕåSyz{¡¬fljkˆ˜√ƒECanalysåç2024éÙı,ß.Ô·dpq&Ò pqÌÓÔÆCanalysS≈∆«»åç&ÒtE2024oÂéÙıE,ß.Ôàânyz{?~˝0…PÕåSflºΩfljkfl fiÀÃôÊiX ÕåSª!ÂéE„‰pqrsP39%XÕåSàânyz{u1.14}ÕE¸.ÅÇ17%XŒœflÊiflOPPOfl–—flvivo~Ø]^0…LÕåS,ß.Ôàânyz{\23%fl20%fl17%fl13%ô12%XºΩ,ß.Ôàânyz{ÅÇ11%Eu7500UÕXÊiflŒœô“5ÊØ]^0…Lyz{\26%fl20%ô17%X &Ò”¥vE‘’jkàân\,ß.Ôyz{¸.˘´16%E˚jkIL÷„‰,ß.Ô◊ˆ˜\41%Eu560}8ÿFí?F4048.8}ÿÜŸ⁄HX fiÀÃÑ?~Ø,ß.Ôàânäã‡ÅÇZ¤E¸.ÅÇ64%Euv2600UÕXÜáa‹üÜáÄ–›fi–—Ñfl‡fl·‚fl‡û+»„‰8∫ä|©Âpq\≥†EÊaöÁ∫ä,ß.Ôyz{QÀCõª(\ÅÇXFCanalysfl˛ËH lÈÍ⁄¤ AI.ÔïxÈÍ⁄¤3ÎÏÌÓflÔËflÒÚQ·flÛPVWflÙÕÌÓflıòˆrfl˜ó¯fl˘ûï|X AIPCïxÈÍ⁄¤3Í˙˚¸fl˝˛VWflÕˇ˛ˇ|X lm!"ïxÈÍ⁄¤3!◊S˚fl"#ˆrfl$%ˆr|X abcÄô&'(∂∑ÈÍ⁄¤3‡Ë)*fl+ïÍQfl≈,S˚|X xRÄ∂∑ÈÍ⁄¤3ÌBVWflÌ,u|X AR/VRë"-ÈÍ⁄¤3ÎÏÌÓfl.¯ÔVfl/$ó|X l01¥Û 34"„wNE˚¸2´"„wN !"#$ 1.1:;5'07.......................................................................................................................................................................51.2<=>5'07...................................................................................................................................................................61.3?@5'07.......................................................................................................................................................................71.4AB5'CDEFGHI07...........................................................................................................................................71.5JKLMN5'07...........................................................................................................................................................81.63O5'07.....................................................................................................................................................................10 2.15'BUVW.....................................................................................................................................................................112.234XYVW.....................................................................................................................................................................14 %&#$ ^V1JK_`:;a9bcdeCcdfghi................................................................................................................5^V2JK_`:;a9bcdejkCfgjk................................................................................................................5^V3JKlmn:;PQogpqRr2023Q1VS2024Q1...............................................................................................6^V4JKTOP5_`:;OLEDscde2023Q1VS2024Q1..........................................................................................8^V5JKtuvshi.............................................................................................................................................................9^V6JKtuvsjkCog.................................................................................................................................................9^V72024wAIPCPQogxy19%..................................................................................................................................10^V8BUz{...........................................................................................................................................................................11^V95'BU|}~C:ÄÅÇ.