电子行业周报：DeepSeek推动端侧设备成熟和国产算力支持下的云基础设施建设

()*+% !"#$%2025-02-09 A%&BC:DE=#F2025-02-05G2025-02-07HEIJ%&#KLM+1.63%E)NO%KLMP+4.13%EQ"R%&KLM+5.36%ESQ50KLMP+6.67%ETUVW%&KLM+6.14%XRY!"%&:DEBCZ[\]^_;`EKMP+10.34%EabVcR-dELMP0.49%eRYfg%&:DEBCZ[\]hij%&EKMP+12.53%EBCZd\]klmno%&EKMP4.91%X lpqqrsqqtuvw\xyz{|}~Ävw\ÅÇÉ }~ÑCÄÖÜáà}~Äuvw\ÅÇXAâäãåçåéèDEêëí}~ÄìÖFîïñóàòÄôöHõúùPFûüvwHò†°F¢£§¢Hò•£•¶Fß®uvwH©E™|pqqr´qqt¨≠ÆëØÖÜIBCí∞E±Ö≤≥Ä¥Öμ}E∂ëí∑z∏uÄìÖ\π∫EzªºΩæøm¿E¡∏π∫¬√ÜEÆ'ƒ≈éè\∆«»…∑+X}~ÄÀÃÕ®\´¶Œœ–Eõú—ì“´¶Œ»”‘’÷◊ÿSŸE⁄¤‹E»Sß›©efiflÖ´¶Œ”‘’÷õú‡œ‹E·<‚„E‰9SŸ©eÄ}~Â:ÊÁËÈÍ\áÎÏÈEÁËÌÓ”‘’÷õúÔQÒEÚÛÙıˆ˜¯‚„©X˘˙π"˚}~Ä븽›˛ˇE!"#‚E˘˙}~”‘’÷$%ÒnE»&SŸEß$SŸEÌ'b(E)·^VEß*^_©XÉ ./01567&'()*%S0010524020002+,%limeixian@hazq.com[Table_Author] ./0189:&'()*%S0010523120005+,%liuzhilai@hazq.com[Table_Author] lDeepseekuvw\xyz{âπAI+Ü,\-ÈΩ. ./015;<&'()*%S0010524070001+,%liyc@hazq.com / 0 1^2 3\ ’4 5 6 7E1^2 3Ÿ8 9 :O ì;ODeepSeekV3ˆR1vw'1^DCU()<=+>;)\âπ?@AEBıCIDeÆâπAI+ÜEQ’÷FGDEHPâπ‰ìÖGPUQÒI"EJKDLMNÑCÊDeepSeekOPvwëØhi\fiQRSETÆUÖ…VWxX™|JKDL‰ìÖGPU≤!AIYæQÒXAI+ÜÀÃEâπAI+Ü,Êâπuvw\Z[\ÑC-ÃXâπAI+Üë¸1^23E”‘’÷õú»S]^E^œ»Se_RS”‘’÷õú`aSŸEb2c`E&0dEUâ&0©&0»®™efgˆhihièXùP+ÜFG”‘’÷õúùjSŸ©eklÌÓ”‘’÷cmnÜ©X lopº7 áÎqrstEŸ8-ÃqrstEAI-ÙefgufqrstEAIμ}π∫vxqrstEwxˆyz{cEAIuvw∆«|} !"#$ 1.1:;5'07.......................................................................................................................................................................41.2<=>?5'07...............................................................................................................................................................5 2.234IJGH.....................................................................................................................................................................11 KLMN%..........................................................................................................................................................................11 %&#$ OG1PQ:;2024Q4R:;STUVWX.........................................................................................................................5OG2EFYZ.............................................................................................................................................................................8OG35'EF[\]U^:_`a.34bcdef5'YZg4/26h.......................................................................8OG4345'12EF[\]U^:_.................................................................................................................................9OG5345'12i'YZjk[\]U^:_................................................................................................................9OG6345'lm12YZ[\]U^:_......................................................................................................................10OG7345'5BO...............................................................................................................................................................10OG8IJ[\]`%h...........................................................................................................................................................11 1!"#$%&'()*+,-. 1.1,-!"). `1hnopqrs:;tu%vwxqyz{2|}~ ÄPatentlyApple!ÅÇÉ#ÑÖtuÜáàâ}äãnoeåtuÇç0éèeêëxq}íqrsPQ:;yzÇ/ìbîï2|}~ñóòôtuöõúùûü†°¢U/£†§¢•NsRPQ:;yzò ¶Ätuß®ÇnoRqrsy©vw™´•Ns`¨OLEDs≠hÇÆ؆qrRy©x∞±≤òy©x∞R≥e¥2U≥μ¥2∂∑~ñó∏πÇ™´•Ns∫úx∞R≥e¥2{~ñóªè≥μ¥2ò~ñóRyzºΩæø{¿¡¬√ƒ≈¢ñóǪ∆«y©bqr»•NsR…§ÀòÃxÇ~ñógRÕ¢¥Œ`¨∏œh–—“”‘’ì÷◊ÇÿŸ‘’ì⁄î~ñóx¥Çü¤î‹›•NsbÀ»RfiflLJ·«‚„‰UïÂÊÁËò tuöMÈÇ~ñó†QºΩ§¢~ͱ≤EǪ∆«y©qr»~¥ŒQÎ…§Ï–—x∞RÀÌÕ¢ò•NsRÀ¥2bqr»†ªÓb~ñóRxGÌaÇÔeƒMy©RÒw´ò ÚÛÙıRˆÇ˜¯tugç0ß®ùëxq}íyzǢnoRqrstu˙˚¸˝îë˛q}íyzòÿıˇ!no"#†Q$V˚êqr%}Ry©ÇºΩPQ:;{…E3&{'(-3&)*3+¬òÃxÇtuöMȆ§¢U†°¢R•NsyzÇÔeƒ,-ùnob†,-•Ny©./R†Q´ò`IT01h `2h23452qr:;678GalaxyGFold%9.969:s≠Ç2025Q3;< ¶ ÄIT 0 1 = >Naver? @A BÇC D 2 3 4 5 2q r : ; iE F G H IGalaxyGFoldÇJzFî2025K≥2LM;<ò N23GalaxyZFoldOPGHQ}eRSTÇëGí†QUîïVWRG%qr;XÇYZ[\˝˛qrÇ]^º_s≠òN`IMateXTRS%qra√ÇG%qrQbcÏ«‚s≠defgUhiò jkUöCDGalaxyGFoldJzl©9.969:•NsÇmZFold6R7.69:s≠˙ùn30%òqropMqI6.549:`q166.12rshÇNátPQ:;Suòï/XN`IMateXTSnǢØqryzÇvM†Qwüxyò ô;zFvwNHüZOP:;a√R6z•NsU«‚{Ç;<»|†QM<*2025K≥3LMǢiXü}Ç~pÄÇ£FÅ⁄îÇÉRÑÖ´iE·Üçáàâò`IT01h `3h23GalaxyZFold7qr:;67qäãåjçÇvw6~ ¶ÄIT01=>Xék#UÇè23˙]êëGalaxyZFold7qr:;Rs≠qäÇãåa†íÇìübîïñóòMR»ôÇöüõÈúùRqäò jkUöCDGalaxyZFold7UGalaxyZFlip7[5qr:;ûvwù6R{b…§{bÒwR~;XÇüVCûlER̆Ôeƒxyò =>SamMobile°¢!ÅÇbs≠£MQÌÇ23Æ"¡#§ÔÇGalaxyZFold7UGalaxyZFlip7[5qr:;R•Ú£MûI2600¶WÇa∑ߧ®©™´¨Xò ÿ[5:;≠Fál12GB˛ÆòGalaxyZFlip7†Qßü256GBU512GB[êØ-Ç·GalaxyZFold7∞ù256GBU512GB0xdžQöß$V1TBRØ-ò ±≤QÌÇGalaxyZFlip7†Qß≥¥Exynos2500±≤Ç·GalaxyZFold7μ†Qvw∂∑8EliteForGalaxy±≤ò Ãxjkèÿ[5:;≠aßl©b˙R3∏Ça∑GalaxyZFold7†QßfÈ 45Wπ∫ò`SamMobileÇIT01h `4hTechInsights%2024K^ªPQ:;VWX√mxº5.7%Çno{23{Çs<2 TechInsights;<!"Ç2024K≥ΩLMÇ^ªPQ:;VWX√mxº2.6%ÇæÈ3.253øÇ∏¿¡ILM«¬√ƒ≈∆ò«·Çxº_»∏¿[ILM…*ÀI⁄Zò^ªPQ:;Ã;ÕŒæÈ1200øÑœ`–<q8728.23øœ—“”hÇ√mxº0.8%òPQ:;Ã;…û‘~`ASPh√m’÷1.7%ÇI369Ñœ`–<q2684œ—“”hò 2024K^KÇ^ªPQ:;VWX√mxº5.7%ÇæÈ12.178ø¥ÇPQ:;Ã;ÕŒ√mxº2.6%ÇæÈ4080øÑœ`–<q2.97døœ—“”hòPQ:;Ã;ASP√m’÷3.0%Çw÷*335Ñœ`–<q2437œ—