电子行业周报：小米或将搭建GPU万卡集群，重点抢攻AI大模型赋能小米生态

Ø" !"#$ Ø"#$%&'()*+,-GPU7/0123456AI789:;()<= !"#$%2024-12-29 !"ƒ$%&' ()*+% =#!>?@ !"%&'()300*+,- 30% 20% 10% 0% -10%12/23 -20% -30% -40% 3/24 6/249/24 40% 电⼦(申万)沪深300 ./01234 &'()*%S0010523060001 +,%chenyaobo@hazq.com ./01567 &'()*%S0010524020002 +,%limeixian@hazq.com ./0189: &'()*%S0010523120005 +,%liuzhilai@hazq.com ./015;< &'()*%S0010524070001 +,%liyc@hazq.com A%&BC:DE=#F2024-12-23G2024-12-27HEIJ%&#KLM+0.95%E)NO%KLMP+0.13%EQ"R%&KLM-0.22%EffiQ50KLMP+0.73%ETUVW%&KLM-0.66%XRY!"%&:DEBCZ[\]^_V`REKMP+2.21%EVWabcBC -dEKMP-3.69%eRYfg%&:DEBCZ[\]hij%&EKMP+1.25%EBCZd\]klm%&EKMP-4.00%X nopqrsGPUUtuvEwxyzAI[|] ~êęÅÇÉÑ$ÖÜEnoáàrsâä\GPUUtuvEq[ãåçAI[|]éèXêëíìnoîïñóòôâöõåçXnoú2023ù4ûOüAI†Š¢[|]£õE§2024ù5ûno•¶ß[®©|]MiLMá™´¨[|]eÆXØÑÓ±taÖÜ¥µEDeepSeek~∏[|]DeepSeek-V2\;Ú~Qªº∆æqøçnoE¿¡noAI†Š¢\é¬E[ƒ„[|]£õ\s‹X «~êCounterpointResearchZ»… ÀÃEÕŒư–—“”‘O’ ®÷–Ç]íÿZ¿⁄¤\GenAI‹›X‘O™AIFGenAIHáàfifl‡·‚„Çmta‰ÂXCounterpoint%µEGenAIÊÁËÈflÍÎE]ÏPÌÓúÔÙÒÚ„ÛÙEıaˆÕŒ—˜u’˘˙˚± ¸¡iX ŒPc˛éˇ\Çmc!E~êTechInsightsàQ¶\&êÀÃE2024Q3noµ"øØ,$ñ3.1%G4280U%EË13.9%\ta&'()*+Eno,-6/0123$ñ4+X5‘O™AIö:\6 78pqOP9:‚„Çmta:;‰Â<w=\>¿8Ï@X[| ]ö:\6A8\BCqDEFG›H\I›JŠA5KOfiMN\ DEOX~êęÅÇÉÑ$QflÖÜST\UÜEóòVPnoà [|]éèQãWXYwZ[\éòno[|]S]Xs^;_noñ`a"åbc;\VW!"ItdeEfgÇma"hc;VWdeijk¬JE‰ffilEmno˚Epqra"hc ;VWdestlEuvffiw˚Exya"hVWdezjl˚X åbs^1 [|a"h1]-~”üffiÅÇ—ÉGÅÇ—ÖÜáàes^;_éâ‚ä—ãåkV˚XçéÇma"h1~”nou£Fc˛ffiwèêëíìH—îïwñ—óòVWes^;_ôöà&—õPVW—ijffiw˚X AIh1~”úffi»ùEûkUÜes^;_ü"†êePCB1~”(Và&Es^;_°¢VWXk¬J1~”£§îQEs^;_•¶à&EzjlX ß®Bà ©™´Î¨óEwñÆشΨóEAIÆØ[±‹ês‹´Î¨óE AI«¥ac˘Q´Î¨óEÇÉ’Öµ≥„EAI[|]:;™¨ fY#$ 1-./012345'6789......................................................................................................................................5 1.1:;5'07.......................................................................................................................................................................5 1.2<=5'07.......................................................................................................................................................................6 1.3>?@5'07...................................................................................................................................................................6 1.4ABC5'078 2DE5FGH10 2.15'=IJK10 2.234LMJK13 NOPQ%14 %&#$ RJ1STUVW:;DEXYZ[\YOY5 RJ2]^VR_`DEabcd2023Q3VS2024Q37 RJ32020-2026F]^ARefghDEXijkl8 RJ4mn342NMopXqrstuvwXxyz[9 RJ5=I|]10 RJ65'=I~flÄsÅ:ÇÉ1.34ÖÜáàâ5'|]S13/26ä11 RJ7345'12=I~flÄsÅ:Ç11 RJ8345'12o'|]ãå~flÄsÅ:Ç12 RJ9345'çé12|]~flÄsÅ:Ç12 RJ10345'5FR13 RJ11LM~flÄÉ%ä13 1!"Ø$%&Ø()*+,-. 1.1Ç-!"). É1ämnèêÖëíìîZFold/Flip7UVW:;ïñóDEòôôöõ mnúùûü†°(ëUVWef:;¢£à§DEó•¶óß®AndroidAuthority ©™ETNews!"´¨àDEΩÆòÖôôöõómnèêÖëíìîZFold/Flip7UVW:;ïñØ o±mn2025íXèC¥Ωµ>f‚5í∫£)öó<DEª£>fº°àæø ¿ó¡¬;7SXGalaxyS25Slimبƒô·«»ô… XÀÃ;ÕŒœf–—“ÆZFold ”°X‘’\Ø ΩÆó÷›ÿXŸ¿ò⁄¤‹›mn2025íX6opfiØfl‡·‚„‰ÂïÊÁË"ó<;7´mnÈÖëí1Í22#XGalaxyUnpackedÂïÎ1ÏÌÂï]6XS25ÓÔ:;ØÉIT0ÒóAndroidAuthorityä É2äkè2024íSTUVW:;abjÈÚ910áÛóÙıˆ˜A]cd ST¯]^˘˙A˘/0XUVWef:;DEókè2024íȈ]^UVW:;abjX50%¸1ØCounterpointResearch#ÆÂï˝2024íSTUVWef:;DE ˛ˇ!!"ó!"|a2024íSTUVWef:;DEXm˙‘"˛ˇ% ˛ˇ1%YZ[\#$Ø%UVWef:;DE&1¸°óSTDE°()*[YZó <ΩÆY[£+#$Økè2024íSTUVW:;abjÈÚ,910áÛó-.YZ2%ó ¨àYÄ/Æ0ím1]X-.YZÇ234ëfi.Øı)6™ô7÷›ÿ89:ô;<X=>ó?6Aô@6™AXBuECÈDEF‘/0Ø ˛ˇ2%˙UV:;JKGHIUV:;ØÖUVW:;JKSó˙UV:;XJK GHIUV:;ó¨L0EMH˙UV:;PN)ô;<XBuECØO“˛ˇPQó OPPOsvivo5íRSTU)IUV:;X1o؇Vó/1<X˛ˇRWóIXÖ7Í 9a)YσIUV:;MixFlipóDEWQçZØ ˛ˇ3%Ùı[\]^_1ØÙıÖSTUVW:;DES—[\]^_1óˆ˜) `àAXiabjØÙı˘69aXopóabX6scdeXmUV:;ó£fqàg9 :abjYZó8hiYDE_1بƒmUV:;Öjèskf1la)˙mXàgóqàgnr):;UVWopX>feqrØ !"-x|aóo±STXUVW:;DEY[#$ó<ÖssXef:;DESóUVW:;DEª¯àLø¿ØÉC114óCounterpointresearchä “B1STUVW:;DEXYZ[\YoY 6789:Counterpoint;<=0123> 1.2/0!"). É1ätuvïqwARghDEóëíxy\joMicroLEDz[ tuvïóÈ|:PorotechqwARghDEØ]~‚[ÄÅÇótuÈÉ[ÖAR/MicroLEDXÑ∫ïñó8èêÖęSÜáMicroLEDz[ùàofiókè2025íâxy\äãjoØ tu´óåÀPorotech]^XéèêÉGaNäopóë[tuMicroLEDz[ùàó,íì»îïñóàòôöõè[úùóûü†Õ°Q¢£¸>ARgh1o§•óPN¶ßf»¶ø\»IÕè»·ÕèAR°Q®©‚™ó´-9:]^AR/†Õ°QopXÂrØ ¨fi¨˜[ÄótuffioØeS±'œi°9Ù¥µQlJQóSTítuÖuLED ?)'rø\6 Öªó5í|:PorotechqàgȺÂ3¶›joèlqó´-™] MicroLEDopX6xæóøfo*ı]^DE”°·«¿I¶ßfX®©‚™Ø Porotech&5Z¡?¬'ƒááQlÉTongtongZhuäJQó/tuÖMicroLED †Õ°Qb/Y«K…]»X[Ć… 3ßó“Ì’ÀÈqàg9:MicroLEDXjoqàØ ˘…ÃÕŒ˙ï2œa°XPorotechàõÇ’HMicroLEDopóVe—Öéè“R‘”‘sb’tu‚<¢£÷7íXºÂ°˙ØÉIT0Òä É2äTrendForce%kèOLEDWÿ,2027íÖŸ⁄-3¤DE‹›Çcd5% TrendForceØfifl‡-Í18#!"´ó2024íOLEDWÿXŸ⁄-3¤DE‹ ›ÇÖ·Óp‚˙„ñ‰ÂXÊC)ÈÚ,3%óV,2027íÖ¶Áæ<=ofijoäËXÊC)¨à]ÈÈcd5%˙‘Ø Í¶ıMacBookÓÔŸ⁄-BãOLED°QopXèêsOLEDtuÎÏXfiÓóÔ‚<dÒÚB<=ÛÉ[äã¶ÁæofiÜjó¨æofi£f2026íÙı¬· —äãˈØ<8.6æofijo…$ª§1.5~2í3˜xyó0sK¯3-‚£;Î- 6æfiR˘Ø VÖ<=op‚<óıP˙OLED˚¸sø\JKóITOLEDÈ‚˙.¡tuTandemV˝ë˛ó<TandemOLED…$ªÖˇÇ!˙"#óèC3-‚¶ó>fPQOLEDMacBookX9axàØ VÛ2Ûü‰uX$FMMÉIT0Ò’%ã1¯%&ñ=ä'fifl¢£ô¶ı(ÇúGˇó<Yô)*Xùàˇ+,ÎfitOLEDopˇÇØ 2-;˛JQó¶Áæ<=ofid.=</#˙ó01ßÇP˙ó1o„ñfi˙,YÉ”‘2ffi4yóÈ£ßö53-6k$Ö6Ûqãò7»ˇÇP˙ªó8>rK¶ÁæÛGˇØÉTrendForceóIT0Òä 1.3123!"). É1äCounterpoint!"2024Q3]^VR_°abj%Meta65%»PICO11%» Ͷ9%»9:8% DE;<;˛CounterpointResearch=#É12Í27#äÂïQ>ó!"2024í â3y\]^VR_°abj-.)ö4%ó?.)ö16%ó@—mLy\)AØ !"BıBC)öXL0Ddó¯tetheredVR_°DE-.)ö50%óR.0)ó EáVRF;DE-.YZ14%Ø tetheredVR¯|§0@GfiH,ßÛjIÉ¡¬PCŒJKL;ä