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:三星Galaxy AI设备目标年底破2亿台,将定制功能以重振其中国手机市场 - 发现报告
当前位置:首页/行业研究/报告详情/

电子行业周报:三星Galaxy AI设备目标年底破2亿台,将定制功能以重振其中国手机市场

电子设备2024-07-14陈耀波、李美贤、刘志来华安证券「***
AI智能总结
查看更多
电子行业周报:三星Galaxy AI设备目标年底破2亿台,将定制功能以重振其中国手机市场

Ø" !"#$/%& Ø"#$%&'()GalaxyAI*+,-./02123456789:;<=>Ç@AB !"#$%2024-07-14 !"ƒ$%&' !"'()*+300h-./ 7/2310/231/244/247/24 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 ()*+% =%!>?@ A'(BC<DE=%F2024-07-08G2024-07-12HEIJ'(%KLM+0.7241%E+NO'KLMP+1.8232%EQ"R'(KLM +1.6933%EffiQ50KLMP+2.7933%ETUVW'(KLM +6.1209%XRY!"'(<DEBCZ[\]^_V`REKMP +11.11%EVWabcBC/dEKMP+3.41%eRYfg'(<DE BCZ[\]hijk'(EKMP+8.70%EBCZd\]Vlmn'(EKMP+0.78%X opGalaxyAIqrstuvw2xęEz[_|]~ÚÄÅÇÉ ÇÖÜá opàâäŠ"åçéèêëíFTMRohHìGalaxyUnpackedîïñóòôCNBCöõEBúùûîü†°ÇÉÜá\GalaxyAI| ]E~ÚÄopìÉ¢Üá\£§•¶ß®©Xop™]ÇÉZ´\ÇÖ¨fEì2013u\ÜáÆØÀP20%E±ËsKìÉ¢Üá\ÆØ¥µ±I1%XopËXDu'¬ªºìÇÉÜáÚÄùæEø¿¡¬âEopƒ^Å«»… GalaxyAI\ÀÃEÕflœ–ÇÉ—“”äXêëíìöõÇBú3‘’÷ùìÙfiÇÉÜáE§ÙfiŸ⁄ûîGalaxyAI|]X’¤‹E›Ëfi©Qflü‡ÇÉ\àâè·‚]E] „‰ÂÇÉ—“ÊÁË\àâè·‚]E›ËÈiÍÎÏÌEz§Ó °ÇÉÜá\Ô‘X” opìñIÚÛÙEfi©Èiœ–qrüıGalaxyAIEstˆuuv˜!GalaxyAI\qr(ø˘Ë2xęXFopEIT˙˚H P¸˝O=˛ˇ!"#$%&''AppleWatchSE()*ö†+ ,B- $%./ùì0î1''AppleWatchSeries10¶ AppleWatchUltra3˙2EÚ)*fiÅZ34\AppleWatchSEi! Ú´5â3ö†+,678flB-X sKAppleWatchSE)Å9:;AppleWatch'<Eö†=_B-X $%I>ì2022uœ1AppleWatchSE?EÚ1q)/ó-Ez@A67ABC5P/1\‘DEÔ‡6,”X FGHIÊJKˇ!"FMarkGurmanHìÅZ1'L\PowerOn ›ffiÇNOE&''AppleWatchSEP]zQR=_2-ESTö †‘m7+,”X UV&WXNOœ–YZEø[T\]E^_Í'5`\a[[b]cdO=Xe%zAppleWatchSE\B-6,A=fO+,EghIP~¸˝ÅiffiEsKAppleWatchSE\kiffiP1999lXFMarkGurmanmIT˙˚H ÇÉV‹2024~2025unåoÉpaöq.rs>ËtE£.u 67.5% ÇÉV‹nåoF2024-2025uHvÇöqÎsvÇwxyzƒW° 7|5]îïE=>vöÎs~13!tÄEyÅöqø15.6UęX ÅÇEGÇÉFÉpaÇÉH(øu10.53UęE£.u67.5%EÑ wt(´ÖEQÜá1:X àC114›‹âäflãåöqâ\(àEçì2020uEÇÉV‹ézèÉpanåoêëÉíìtsîEïìñu\nåovöÎsÇöqó20%\ÉpanåoXffióì2021u\vöÇEzÉpa.rôI26.7%Xì2023u\AInåovöÇEÉpa\.ròó50%XFIT˙˚mãåöqâH flöèõú†ùâûYÜáECounterpointyÅ2028uÇÉü† úùâ†A•u100% Üᢣ֧CounterpointResearch•]F7|11]Hîï&WEBú2020uG2030uÍ10u¶Eßúâ®òíqrFNADHûY ©)_™øz˘Ë7x!Ey)z~13%\Ô‡u´¨•´¨XsKE4GCat4òíÏÌ"Æ NADûYÜáEP‰ÂØ]qr_flf±±l†\¥µºËX VTEffi &''SDVÁË\±Ç´¨E5GzOPL3+ADAS/ADS ßú\"ÆÏÌET5GRedCapzL'4GCat4E†°L2ADASA~&\ùâßúE"ºvÇ°OEM±±‹ubg¶flVŠºä‹u_æX” ÇÉ'¬hìSDV?'\KøEAV¿a¶(¡¬˙ƒû]Eïì´ –(1úÇQ†/≈â¬˙|]XÍ«ö†¶»û±… ÇÉôÀE ÃÕŒ!ßúffiœ–ôÀXreE2023uEÇÉ\NADûY_™ø £—_™ø\óo0˙'EìÇÉ_™\“10”ßúÇEé§8”3C/ùâEy)I2028uEü†ú\ùâ†A•zuI100%XÇÉì5Gl†‘AÃb°öh⁄’X2024u÷'cµEÇÉ_™ \NADûYǧ20%ÿr5G|]XFCounterpointEIT˙˚H Ÿ⁄Ö¤ AIÇÖ‘AŸ⁄Ö¤3‹ffi›fimÇflffiÏm‡·16m‚PVWm „‰ffiÏmÂù›fimÊ!ÁÆm‡ËÈmÍΑmÏ‹ÙÌX AIPC‘AŸ⁄Ö¤3ÓÔÏÌmäÒVWmùªvÚmÛÙumı ©ÁÆmE‰Çffimˆå‹umå´˜QÌX ¯˘!"‘AŸ⁄Ö¤3˙kffiÏm˚¸ÁÆm†˝ÁÆÌXtÆäqr¶˛ˇnö!Ÿ⁄Ö¤3Çâƒ^m"‘ÓQmù#ffiÏÌX ARqrö!Ÿ⁄Ö¤3›$VWm›‚uÌX AR/VRp"–Ÿ⁄Ö¤3‹ffi›fimưÈÖVm&†ËÌX À'ôú Á˱AyLEÏÌ('±AyL fY#$ 1-./012345'6789......................................................................................................................................5 1.1:;5'07.......................................................................................................................................................................5 1.2<=>5'07...................................................................................................................................................................8 1.3?@5'07.......................................................................................................................................................................9 1.4AB5'CDEFGHGIJ/KLM0710 1.5NOffiQ5'0711 1.63R5'0717 2ST5UVW18 2.15'BXYZ18 2.234[\YZ22 ]^_`%..........................................................................................................................................................................22 %&#$ aY1bc:;defghiNAjk5 aY22024lQ2mn:;STop6 aY35Gde:;STqrstuvwx2y6 aY45Gde:;z[js|]~2y6 aY5ÄÅÇÉÑÖÜáàâ24lläã5GALAXYAIåçéè2êëí7 aY6ÄÅìHîïéñójòôöõBM17439 aY72021-2024Q2mnñú3ùSTûü†°z[j¢£10 aY8§•â¶ß®11 aY9©Ñffi™´¨6ìœÆuñØ12 aY10mnd¬±DST÷¥µ2023H213 aY11mnTOP5d¬ÙɱDgxSTqrµ2023H213 aY12NONAD¥Xz[jsQù2yµ2020lVS2030l14 aY13SEMI2024lm$~åç¯ës12ST15 aY14SEMI2024lm$ƺgåç¯ësIJ2y15 aY15Iæøk'¿¡rC¬Óƒ16 aY16NEURALINKàâB2026lDéè1000p«»… R;tu17 aY17NOëÀ;CÃÕ-z[j17 aY18NOëÀ;CÃÕ-z[j18 aY19NOëÀ;CÃÕ-z[jáSTqrC¬Óƒí18 aY20BXŒœ19 aY215'BX–—“C”:ƒáF.34‘’÷&ÿ5'Œœm1/26í19 aY22345'12BX–—“C”:ƒ20 aY23345'12k'ŒœŸ⁄–—“C”:ƒ20 aY24345'¤‹12Œœ–—“C”:ƒ21 aY25345'5Ua21 aY26[\–—“á%í22 1!"Ø$%&Ø()*+,-. 1.1Ç-!"). á1íbc6&›:;defgNAjkµlke1000÷ëìœ:; bcÇÉ7fi8#flÖµ6&›bc:;defg‡ÀNAjkµ·‚&„5'‰ÂÊNœÁ£defgËbcÈÍflÖµN6ÊÎÏÌ:;bcMIXFold4™MIXFlipÓÔßÒÚµ-fiÑÖËbc·&defg§JÛ°ÙıÊvwˆçµ˜Z¯˘f˙100%Ù˚£¸fg¿É5'‰ÂÊ˛Nˇ!f'ñœ"#ä„$嵘Zf'Úk100%œÁ £Ëß%µ&fg§J100%ÙıÊ˛bc'(devw)ë#µ*DfgÊ˛ñR#µ+ ,„fg-ç.Ù/0™Ù12™Ù&5e3µe4ÙD56åç78™9:f˙E;™ ˜Z<§•=>B¿@ÊNTAœd£B9µÉD&„eÙ:£ÊCdefgË DEFGµ6&›bc:;defgHIJKL)µ~MN24êOµ$AQ 81000)cµlke1000÷ëìœ:;Ë&fgRST˛nUÿdevwâVW'#X(Ë".Yµbc2024lÉ[„defgµ\&„‚HIJK]^Ê_`fgËbcaÓÑÖÊÎÏÌ:;MIXFold4ÓDbcÎÏdôµ‚àeMIXFold3Êf›ï¸MIXFlipÓÉDbcîïgc˛bÎÏ#;hËábc™Ùijí )B1*+ÇÖ‚]·¨û]èAøp 6789:;<=>?0123@ á2í2024lQ2mn:;STop%bc3kiPhoneopl2µmD¬Óno p n6œ"q`µrs:;‘mnST¿j‡‘tuµvnk:;gx‡wxyFË "STzı[|;]W14-W26n6!"q`µ‘2024lQ2mn:;STopmµvivo~1195÷ëÆÄjopÅîËÇmµbcéè~1063÷ëÈɬÓ19.65%ÊÉÑ3krsHÖl2pËß%µÅÜmáq`µOPPOá¶à&â™Cäí™mDCãå2ç4-6pµSTqr2é‚15.17%™14.93%C14.93%ËeèpmµmDÈɬÓnñµéè.40%áêB.42.53%í™bc™vivoCãåëffiÇìµ2é¬Ó.19.65%™