电子行业周报:AI需求持续畅旺,模拟半导体局部复苏
!"#$%&'()*+,-.*////////////////////////////////////////////////////////////////////012345// [Table_Title] !"#$%&'AI ()*+,-./01234567 [Table_IndNameRptType] !" !"#$ [Table_IndRank] !"#$%&' !"#$%2024-10-27 [Table_Chart] !"%&'() 300 *+,- [Table_Author] ./01234 &'()*%S0010523060001 +,%chenyaobo@hazq.com [Table_Author] ./01567 &'()*%S0010524020002 +,%limeixian@hazq.com [Table_Author] ./0189: &'()*%S0010523120005 +,%liuzhilai@hazq.com [Table_Author] ./015;< &'()*%S0010524070001 +,%liyc@hazq.com ()*+% [Table_Summary] l =#!>?@ A%&BC:DE=#F2024-10-21 G 2024-10-25HEIJ%&#KLM+1.17%E)NO%KLMP+2.53%EQ"R%&KLM+1.995%ESQ 50 KLMP+1.28%ETUVW%&KLM+2.14%XRY!"%&:DEBCZ[\].^_`EKMP+9.29%E&abcdeBC-fEKMP-1.31%gRYhi%&:DEBCZ[\]jklR%&EKMP+8.04%EBCZf\]mno%&EKMP-0.69%X l Iphone17 depqrstuEvwxyz{#| }~•€•qE‚|vƒ„\…†‡CEˆ‰Z‚#$Š‹Œ•Ž••|‡‘’4“\”•–†E—˜™š›œ•žŸ XiPhone ¡¢v£¤¥\depq¦§E.¨‡C©£ªz{o«#|1iPhone6 ¬iPhone12X 1HiPhone6 - 2014 9 ®¯°E]~•±Šu²›deo«E³´‡¥µ\ Plus ¶=E¯·¸ 6 ª®¹’º» 1 ¼½FCounterpoint&¾HX~• 2015 ¿ \ iPhone "ÀÁ 1550 ¼6;EÃ,¥MÄÅ 52%XF~•¿ P 10 ®ÆG¤ 9 ®ÇH 2HiPhone12 - 2020 10 ®¯°EÈÉder?Êl‹›E³]ËÌÍÎ 5G \ iPhone o«E¹’- 2021 4 ®º» 1 ¼½EÏ=ÐÊiPhone6ÑÒFCounterpoint&¾HX~•2021¿ \iPhoneÁ 1920 ¼6;EÃ,¥MÄÅ 39%X ÓÔÕÖרEiPhone17 \depqvwrstuEÙÚÛÜÝlÞDžßào«\´‡EsÌáâãä§åvæÄåEˆ‰çPèéêë|ìŸ Ô AI åÎíEiPhone17 îïz{o«#|Eð•ñ“~•€"òzó|ÄÅX -./012345 oppo6vivo 789:;<=>?@3AB AI CDEFG<HI3JKLMNOPQER3STUVWX6YZ[\]^<=>?@9:3[\_`abcd<efE?ghi012+AI <j?kl3mnopPM<qr?gs ôõ—˜1 ~•ö"€1÷ø´ù^úûüýþÿûüý!"#$g—˜%&'()*ý+,mV-X ./0oö"€1./0oö"€´ù1234F56S789:;<Hý=>7?ý@AVWg—˜%&BC$DýEPVWýFbS7-X l AI GÀ_HIJEKÜDì Q4PCB LMNOãÎøP QRS- 24 TÔUã AI VäIBkEQRSÔUã\WXY-Š ÖÄÅ‚ 20 ZED[UãYA¡[\\`‡]^OP AI ‡]^XÃ× U ã _ ` a b c d Ô — d \ e f & ¾ g h E Y i j Q R SBlackwellEOPËk½lmÞŒ¥\sbc\&¾ghnŠX QRS AI GÀ_\Œ+ÄÅñ“ PCB LM"òopÄÅXAqrLMs)KtDì±uvãEw„ÞxãyaÅGz 10 #gž(V$D´‡ 48 ¼;{ö—de|DE³"ò¥MãÄÅE}~C PCB L-30%-20%-10%0%10%20%30%10/231/244/247/24电⼦(申万)沪深300[Table_CompanyRptType] !"•€ !"#$%&'()*+,-.* 2/24 012345 M± 4 vOœޕ] AI GÀ_jR‡‘‚ƒX (V$D—d{öe|ýs)‚ƒõ=îÍýqêV-I#¯°\zó|±„vã"òEÃ×…J†‡ˆæq AI HICÔ‰]îŠE‹YÎøŒ XAI GÀ_HIg•%ö"€ PCB ^öŽ•Eé• AI WXbcŽ•¸ø"ò•‘:{ö/¥L…Jð’“”%&X ôõ—˜1 AI €´ù1•Ss–E—me˜g—˜%&(V$Dý™"š9g AI € PCB ´ù1(V$DX l ›œ•_zó|EžŸRYîï ½¡¢ ›œ•_ Q3 Á 42 ¼6;Ez‡£¤ó|\ 41 ¼6;XCEO BkE¥¦dÔ§•¡¨©ªEÔ«ø¬ªvã-Áí®¸ECÔ]w„¯¡\[×oX)Þ0o¬ PC °±M\w„væ²³E´ÛEg^\V“µ¶¯’+·Œ¸E]´“±„vãÄÅ\Z¥:¹Xº:ASML "ò仼\½½sÄw„о¿ãÀ¡¢ÁÂÃÄEÅÖˆ‰DžžŸ\ÆíÇÈÉÊ- ½¡¢\ËÌE—˜%&§ÍVWýµ¶Î]¥\žŸ IC Ž•X ôõ—˜1—˜%&Ïc$DEÐbÑX l !"ÒÓ 1H TrendForce1óe 2025 OÔÕ¿öÞY Ä 6%E^Öu™LרZ¥FIT nˆýTrendForceH 2H SEMI1óe56Ù,²‡‘’ 2024 Ã,í® 2.4%E2025 Ã,fC 9.5%ÄÅFSEMIýC114H 3H TrendForce12024 OLED jk_‡‘ÚžvwÃ,¥Ä181%ES 144 UqFTrendForceH 4H „ÛjkYP iPhoneSE4 °± OLED µÜFÝ3ÑH 5H ö ’ Ä å H I Þ f E SSD ß à Ç Ö v w í á 10%FTrendForceý3ÑâH l ãä‚k HIå•ó|E7?tuå•ó| [Table_CompanyRptType] !"•€ !"#$%&'()*+,-.* 3/24 012345 !"#$ 1 tuvwxyz{|';}~• ...................................................................................................................................... 5 1.1 €•‚|'w} ....................................
[华安证券]:电子行业周报:AI需求持续畅旺,模拟半导体局部复苏,点击即可下载。报告格式为PDF,大小5.21M,页数24页,欢迎下载。
