电子行业周报：华为Mate70系列手机第四季度发布，首发搭载鸿蒙Harmony OS NEXT正式版

Ø" !"#$/%& Ø"#$%&'()Mate70*+Ç-./01234526789HarmonyOSNEXT:;< !"#$%2024-06-23 !"ƒ$%&' ()*+% =%!>?@ A'(BC<DE=%F2024-06-17G2024-06-21HEIJ'(% !"'()*+300h-./ 6/239/2312/233/246/24 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 KLM-1.1275%E+NO'KLMP-2.20255%EQ"R'(KLM -1.9809%EffiQ50KLMP+0.5454%ETUVW'(KLM +1.8578%XRY!"'(<DEBCZ[\]^OV_`abcd efghEKMP+4.9811%b+4.8708%EVWijklLEDbmnopBC/qEKMP-2.0455%l-1.5817%l-1.4999%rRYst'(<DEBCZ[\]uvef'(EKMP+3.225%EBCZq \]wxy'(EKMP-3.4849%X z[|3]PMate70~FÇyÅÇÉÑÖÜEáÖàâäã HarmonyOSNEXTåçé z[|èêE]PMate70~FÇyëíìîÅÇÉÑÖÜF10~12ïHXñóEäãHarmonyOSNEXTòôöõòÖúùBetaé =Eìî8ïüù†°¢£§úBetaéX]PMate70~FëáÖàâäãHarmonyOSNEXTåçéE•zg¶ßëAÇÉÑ® ©™ùåçéXAòÖú´¨Õ3Ez[|ØèêEHarmonyOSNEXTV±Cëy~¥µP30%EL»(Ò20%Xä㪺wæø ¿¡ö¬IffißETOP5000wæ¡Í«nE»…æ ÀæÃÕ 99.9%E1500DœC—¿OI”E18œ‘’¡÷∫XF]PH GalaxyAIÿiŸ⁄¤‹›Efifl‡·2024I‚îÇy/„R‰ÂÊÁ13% ËÈTheElec&ÍEfiflVWìîÅ2ÉÑÎ¥Çyb„RVϺ ‰‡·ÊÁ¿O3%EÌÅ1ÉÑC—ÊÁ22%EìîI‚î‰Â‡ ·VÓÊÁ¿O13%XfiflVWÔ>ÒcÚb•ÛÙıˆÍp!" \˜¯í˘˙˚¸Ã˝E˛êˇÎ¥ÇyÍ!FMX-NetworkHÖÜ \&"E‡·fiflVWÅ2ÉÑÎ¥Çyb„R‰Â#$4990U ÍXfiflVW¯%&ª=h'º‰4830UÍE±(‰ÂC—Ê) 3%XÅ2ÉÑ\4990UÍE*+,-b./FWingtechH012 34º‰\JDMF56òÖgh78H‰kXÅ9ÉÑEfiflCº‰ˇ6450UÍÎ¥Çyb„RVÏE.ª¯%h'F5290UÍH˜)22%X:3Å9ÉÑ\(;bÅ<ÉÑ\‡aE=12‡hìîI‚î\‰ÂP1.144>ÍE.¯%h'F1.102 >ÍH˜)13%X?.¯%h'F1.102>ÍH˜)13%XFfiflH 2024Q1¡@OLED„RöR)AÂ6.BÕ131%QC˜3D¤ E47%l]PE25%lfiflE17% 2024îÅ1ÉÑ&"3í2024îÅ1ÉÑ\OLED„RöR˚F GEHID¤125ïù)JKOLEDiPadPro‰kELñD¤12 E.P47%E]PbfiflMffi•OE0PE25%b17%X 2024îÅ1ÉÑQ15KOLED„RVÏE˜I2023îÅ4ÉÑ \13KX13RSM4iPadPro\˚FüÁZ˜EE35%E•T]11.1RSM4iPadProEE12.5%EMatePadPro11E11%X2024î Å2Éч·3DSCC‡·2024îÅ2ÉÑOPìî˚F˜WÉÑEOLED„RöR˚FÂëÊX390UfEY.BÕ127%E6 .BÕ333%XD¤\‰Â‡hëY.BÕ246%E]PlZ[bfiflßë±CBÕXFDSCCH Counterpoint32024Q1¡@\]^_g¶`a<bGc\d¿6 .BÕ116% CounterpointResearchÖÜefBgEHIh ùiˇfi\k‚lm\noE2024îÅ1ÉÑ¡@\]´^_g¶FWFEH78a\d¿6.(Òˇ9%X í\]pGEASMLd¿Y.0P(Ò21%l6.(Ò26%EKLA Y.(Ò14%E6.(Ò5%X)2023îq.Ewærs12lLam Research12bKLA12\d¿Y.ÒMPœt(XÙıuvIGcDRAM)AÂ\BwE2024îÅ1ÉÑ\]´WFE 78a<bGc\d¿6.BÕ116%Xxyzluvb5G0wæ‘’G\[|]$bO~]$˘ÄÅÇEV¥¨íìî(‚îÉ™X2024îÅ9ÉÑEHINANDL)BwÓÖÜáÎ¥àv°Öâ <\DRAM˘ÄÅÇE\]´WFE78a\äãd¿6.BÕ 33%XHIh fiåç‚lm\éinoE^_èá"ê\d¿6 .(Òˇ29%XFCounterpointH 2024îGcPCëí‡h(L1%Eì2025îëî<12%\ïñ 2024îGc´©œÜVÏFPCH(-ęçylòô=bá4ö)ëí ‡h¨õú1%Xù¯¡@ëíCûüBÕ†-EìGc´©Å9ÉÑ\)A°¢(L12%E˙vIaæ‘’E£•]´§c•b¶ß®©Í!\˚F˘ÄE2024îęçy)A‡™ëBCp[EîBÕ¨#$10%X∑™äE£§úbÆØ•"íPC0ßö\L) °¢1ɱÜE‡h¡îòô=VÏ)AÂë(Ò5%X GcPCëí\ü‘¥µ)¡@†-*+9–X2024îÅ9ÉÑEÒÍ•"ITL)¥qEl–ëí.ÔEaæëí)C19%\´M(©X£§ëí)AÂ(Ò/PªbEºP8%Xù¯2024îPCëíBC„„EìcQi˚F\É™ÖsE2025îëíBCQæøwÅÇEPC)AÂQæ±C12%\BÕXFCanalysH ¿¡[¬ AIÇyßö¿¡[¬3øffiƒjlG«ffi»l… CrlÀPVWlÃeffi»lÕyƒjlŒœ–ül…—“l”|ßl‘’÷0XAIPCßö¿¡[¬3]G»ÿlŸ⁄VWly¤^‹l›fi#lRfl–ül‡eGffil·w’‚lw´6Q0Xã„!"ßö¿¡[¬3‰®ffi»lÂÊ–ül°Á–ü0X ‚lmg¶bˆÍp‘’¿¡[¬3GZ12lËß]QlåÈffi »0X öRg¶‘’¿¡[¬3ƒaVWlƒÎ#0X AR/VR‰"Í¿¡[¬3øffiƒjlΓyVlÏ°—0X ÌÓµg ˘Ä+Ö‡™E»ÿÔè+Ö‡™ fY#$ 1-./012345'6789......................................................................................................................................5 1.1:;5'07.......................................................................................................................................................................5 1.2<=>5'07...................................................................................................................................................................8 1.3?@5'07.......................................................................................................................................................................8 1.4AB5'CDEFGHGIJ/KLM0710 1.5NOPQR5'0712 1.63S5'0716 2TU5VWX18 2.15'BYZ[18 2.234\]Z[21 ^_`a%21 %&#$ bZ12024cQ1defghi:;jklCTmnop5 bZ22028cAI:;TUqrst54%6 bZ3AI:;TUuvwx6 bZ4yzHARMONYOSNEXT[|C]~¡ÄÅ[ÇIJ7 bZ5dÉï>TUjklÖÜ2024-20288 bZ6áA34SAINTâäãåçéèê9 bZ7áAAIëíìîïdñSAINT-Dçé10 bZ8OLEDóB3S¡jkl10 bZ9OLEDóB3S¡jklòônöõ`ú10 bZ103ù;çéûJ¡ABü†11 bZ11OLED¡°¢£§•22021-2028CÖÜ12 bZ122023-3034c¶ß®£§©™´¨¶ß®CAI¶ß®13 bZ13wxdÑÆØ(±ÆVS^Æ32021-202814 bZ14NOL¥¡µhKËfipªIºI£2023Q4VS2024Q115 bZ15dÉ≥æø¿¡¬ºCjkqrwl16 bZ16dÉ≥æhiø¿¡TUjkl2023Q1-2024Q116 bZ172024Q1-2025Q4dÉqƒPCjklCÖÜ17 bZ182024Q1-2025Q4dÉqƒóB3SjklCÖÜ17 bZ19dÉqƒ[†;C≈«-ÖÜ17 bZ20dÉqƒóB3SÖÜ17 bZ21dÉqƒ[†;C≈«-TUqrC»…n17 bZ22dÉqƒóB3SjklC»…n17 bZ23BY w18 bZ245'BYÀÃÕCŒ:n(F.34œ–7“”5' wd1/26318 bZ25345'12BYÀÃÕCŒ:n19 bZ26345'12Ä' w‘’ÀÃÕCŒ:n19 bZ27345'÷Ò12 wÀÃÕCŒ:n20 bZ28345'5Vb20 bZ29\]ÀÃÕ(%321 1!"Ø$%&Ø()*+,-. 1.1Ç-!"). (13ÿŸ⁄¤‹⁄›fi2024cQ1dehi:;jklfl‡·»‚„209%ï‰Â⁄áAfl‡ÃÕÊ10% xCanalys!"Áaï2024cË“ÈÍde(öÎÏÌÓÔ3hi:;jklst 12207Lïfl‡»…39%oÔdÿŸ⁄¤‹⁄›fijkl2Ò©209%⁄194%⁄132% ¡fl‡»…nïZ[jÚÛ¡»…Ù¡o 1⁄áA%2024cË“Èjkl3107Lïfl‡Hı17%ïTUmˆn25% 2⁄¤‹%2024cË“Èjkl2707Lïfl‡FÀ194%ïTUmˆn22% 3⁄›fi%2024cË“Èjkl2307Lïfl‡FÀ132%ïTUmˆn19% 4⁄‰Â%2024cË“Èjkl1207Lïfl‡Hı14%ïTUmˆn9% 5⁄ÿŸ%2024cË“Èjkl807Lïfl‡FÀ209%ïTUmˆn7% de2024cË“ÈÍhi:;jkl12207Lïfl‡»…3407Lï»Õs39%oCanalysZa%2024cË“ÈÍïáA˜¯Cd¯A[Ç;˘¡˙lHıQk¸Å˝˛Rjkl¡HıïˇÔA!„¯TU¡GalaxyS24[Çï"Ò#GalaxyS24Ultraï©66%¡m‡$z%[Ç¡˙&D'o ‰Âœ%fg(A)*fl+¡V,ïiPhone15ProCiPhone15ProMax¡˙&m‡ Ø„o./áAC‰Âœ%fg¡ó0&ffi2t¸Á3`„o ›fiRedmiNote13[Çœde42˙lËáp¡5$