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

!"#$%&'()*+,-.*//////////////////////////////////////////////////////////////////////012345// [Table_Title] !"#$%&'()Mate70*+,-./01234526789Harmony OS NEXT:;< [Table_IndNameRptType] !" !"#$/%& [Table_IndRank] !"#$%&' !"#$%2024-06-23 [Table_Chart] !"'()*+300,-./ [Table_Author] 0123456 &'()*%S0010523060001 +,%chenyaobo@hazq.com [Table_Author] 0123789 &'()*%S0010524020002 +,%limeixian@hazq.com [Table_Author] 0123:;< &'()*%S0010523120005 +,%liuzhilai@hazq.com ()*+% [Table_Summary] l =%!>?@ A'(BC<DE=%F2024-06-17G2024-06-21HE I J ' ( %KLM-1.1275%E+ N O ' K L M P-2.20255%EQ " R ' ( K L M-1.9809%ESQ50KLMP+0.5454%ETUVW'(KLM+1.8578%XRY!"'(<DEBCZ[\]^OV_`abcdefghEKMP+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 l z{|3}PMate70~ÄyÅÇÉÑÖÜEáÖàâäãHarmonyOSNEXTåçé z{|èêE}PMate70~ÄyëíìîÅÇÉÑÖÜF10~12ïHXñóEäãHarmony OS NEXTòôöõòÖúùûBetaé=Eìî8ïüùû†°¢£§úBetaéX}PMate70~ëáÖàâäãHarmony OS NEXTåçéE•zg¶ßëAÇÉÑ®©™ùûåçéXAòÖú ́ ̈≠ÆEz{|ØèêEHarmony OS NEXT∞±C≤y≥¥μ∂30%E∑∏π∫20%Xä㪺Ωæø¿¡ö¬√ƒ≈ETOP 5000Ωæ¡∆«nE»...æ ÀæÃÕ99.9%E1500Œœ–—“OI”E18œ‘’¡÷◊XF}PH l GalaxyAIÿiŸ⁄¤‹›Efifl‡·2024I‚îÄy/„R‰ÂÊÁ13% ËÈTheElec&ÍEfiflVWìîÅ2ÉÑÎ¥Äyb„RVϺ‰‡·ÊÁ“O3%EÌÅ1ÉÑ–—ÊÁ22%EìîI‚î‰Â‡·∞ÓÊÁ“O13%XfiflVWÔÒcÚb•ÛÙıˆ∆p!"\ ̃ ̄í ̆ ̇ ̊ ̧à ̋E ̨êˇÎ¥Äy∆!FMX-NetworkHÖÜ\&"E‡·fiflVWÅ2ÉÑÎ¥Äyb„R‰Â#$4990U∆XfiflVW ̄%&ª=h'º‰4830U∆E±(‰Â–—Ê)3%XÅ2ÉÑ\4990U∆E*+,-b./FWingtechH01234º‰\JDMF56òÖgh78H‰kX Å9ÉÑEfifl–º‰ˇ6450U∆Î¥Äyb„RVÏE.ª ̄%h'F5290U∆H ̃)22%X:3Å9ÉÑ\(;bÅ<ÉÑ\‡aE=12‡hìîI‚î\‰ÂP1.144>∆E. ̄%h'F1.102>∆H ̃)13%X?. ̄%h'F1.102>∆H ̃)13%XFfiflH l 2024Q1¡@OLED„RöR)AÂ6.BÕ131%QC ̃3D¤E47%l}PE25%lfiflE17% 2024îÅ1ÉÑ&"3í2024îÅ1ÉÑ\OLED„RöR ̊FGEHID¤125ïù)JKOLEDiPadPro‰kELñD¤12E.P47%E}PbfiflMN•OE0PE25%b17%X 2024îÅ1ÉÑQ15KOLED„RVÏE ̃I2023îÅ4ÉÑ\13KX13RSM4iPadPro\ ̊FüÁZ ̃EE35%E•T]11.1RSM4iPadProEE12.5%EMatePadPro11E11%X2024î-30%-20%-10%0%10%20%30%6/239/2312/233/246/24电子(申万)沪深300 [Table_CompanyRptType] !"UV !"#$%&'()*+,-.* 2/22 012345 Å2Éч·3DSCC‡·2024îÅ2ÉÑOPìî ̊F ̃WÉÑEOLED„RöR ̊FÂëÊX390UfEY.BÕ127%E6.BÕ333%XD¤\‰Â‡hëY.BÕ246%E}PlZ[bfiflßë±CBÕXFDSCCH l Counterpoint32024Q1¡@\]^_g¶`a<bGc\d¿6.BÕ116% Counterpoint ResearchÖÜefBgEHIh ùiˇj\k‚lm\noE2024îÅ1ÉÑ¡@\] ́^_g¶FWFEH78a\d¿6.π∫ˇ9%X í\]pGEASMLd¿Y.0Pπ∫21%l6.π∫26%EKLAY.π∫14%E6.π∫5%X)2023îq.EΩærs12lLam Research12bKLA12\d¿Y.∫MPœt(X ÙıuvIGcDRAM)AÂ\BwE2024îÅ1ÉÑ\] ́WFE78a<bGc\d¿6.BÕ116%Xxyzluvb5G0Ωæ‘’G\{|}$bO~}$ÄÅÇE∞¥ ̈íìîπ‚îÉ™X2024îÅ9ÉÑEHINANDÑ)BwÓÖÜáÎ¥àv°Öâ<\DRAMÄÅÇE\] ́WFE78a\äãd¿6.BÕ33%XHIh jåç‚lm\éinoE^_èá"ê\d¿6.π∫ˇ29%XFCounterpointH l 2024îGcPCëí‡hπL1%Eì2025îëî<12%\ïñ 2024îGc ́©œÜVÏFPCH(-óçylòô=bá4ö)ëí‡h ̈õú1%Xù ̄¡@ëí–ûüBÕ†-EìGc ́©Å9ÉÑ\)A°¢πL12%E ̇vIaæ‘’E£•] ́§c•b¶ß®©∆!\ ̊FÄE2024îóçy)A‡™ëBC ́[EîBÕ ̈#$10%X≠™äE£§úbÆØ•"íPC0ßö\Ñ)°¢∞ɱ≤E‡h¡îòô=VÏ)AÂëπ∫5%X GcPCëí\ü≥¥μ)¡@†-*+9∂X2024îÅ9ÉÑEÒ∆•"ITÑ)∑qEl∂ëí∏πEaæëí)C19%\ ́Mπ∫X£§ëí)AÂπ∫/PªbEºP8%Xù ̄2024îPCëíBC„„EìcQi ̊F\É™ÖΩE2025îëíBCQæøwÅÇEPC)AÂQæ±C12%\BÕXFCanalysH l ¿¡{¬ AIÄyßö¿¡{¬3√ƒ≈∆lG«S»l... CrlÀPVWlÃeS»lÕy≈∆lŒœ–ül...—“l”|ßl‘’÷0X AIPCßö¿¡{¬3}◊»ÿlŸ⁄VWly¤^‹l›fi#lRfl–ül‡eGSl·w’‚lw ́6Q0X ã„!"ßö¿¡{¬3‰®S»lÂÊ–ül°Á–ü0X ‚lmg¶bˆ∆p‘’¿¡{¬3GZ12lËß}QlåÈS»0X öRg¶‘’¿¡{¬3≈aVWl≈Î#0X AR/VR‰"Í¿¡{¬3√ƒ≈∆lΓyVlÏ°—0X l ÌÓμg Ä+Ö‡™E»ÿÔè+Ö‡™ [Table_CompanyRptType] !"UV !"#$%&'()*+,-.* 3/22 012345 !"#$ 1-./012345'6789 ...................................................................................................................................... 5 1.1:;5'07 ....................................................................................................................................................................... 5 1.2<=>5'07 ................................................................................................................................................................... 8 1.3?@5'07 ....................................................................................................................................................................... 8 1.4AB5'CDEFGHGIJ/KLM07 .................................................................................................................... 10 1.5NOPQR5'07 ......................................................................................................................................................... 12 1.63S5'07 ..................................................................................................................................................................... 16 2TU5VWX ................................................................................................................................................................... 18 2.15'BYZ[ ..................................................................................................................................................................... 18 2.234\]Z[ ..................................................................................................................................................................... 21 ^_`a% ............................................