电子行业周报：AI手机和AI PC带动换机

()*+% !"#$%2024-03-01 A'(BC<DE=%F2024-02-26G2024-03-01HEIJ'(%KLMN0.73%E+OP'KLMN4.03%EQ"R'(KLMN3.74%ESQ50KLMN6.67%ETUVW'(KLM7.02%XAVW!"Y0RZKMDE0[\]^(_`abcKMde0fN9.22%^9.35%XA!"RZghDEVij]'(^kl\'(KMdeEKM0fN21%^17%X lAImn^AI PCopqrstuvCwn xyGartnerz{|E2024}~AI PC^ÄPÅAIrsmnÇÉÑ{coÖÜ2.95áàXâäPCãåEGartner{c2024}PCzçÇÉÑoÖÜ2.504áàE/2023}éè3.5%XPCêëíìî8ïñóòôöEõ2023}úùñóûüéèXmnãåE)AI PC†°EÄPÅAIrsmn¢Ü2027}£§•¶rsmnß®zéèX l©™´¨NAND≠ÆØ∞±≤≥¥ xyμ∂Chosunbiz&∑E©™VWo´¨∏NAND≠ÆØ∞zπ∫±≤EªºΩæøNAND¿¡IK¬√ƒß®≈∆«qE»"…≥ÀX©™VWÃeÕ∏NANDØ∞50%EŒœSK–—“z≠ÆØ∞Mó”‘’÷◊Xÿ!"Y0EŸqêëÇC⁄†¤NANDß®ü‹z›fiEflPC^kl\z>‡·≤‚õ!"„‰zÂ}X 0123:;<&'()*%S0010523120005+,%liuzhilai@hazq.com l©™ÊÁËÈHBM 3E∞ÍESK–—“ÎÁHBM 2024}∞sÏÌE¬cÓÔEUVbÒÚ∞ ©™VW27ÛÙÎÊÁâËÈ12ıˆ˜HBM3E DRAM¯HBM3E 12HE˘Ω©™ÃeN˙˚Ѹ‘zHBM∞Í˝˛xySK–—“ˇ!ı"#E$ˇ%Ó2024}∞sß&e≈∆EflÃe∞'Ñ(Ö)^*+XC,ESK–—“(ÒÉG,}-E./012Ò2025}…˝˛y3å4567ETnews28269:;E"<=“>?ESK–—“cÓ,}@A2UáμBC8àEUVbÒXDEFÃeG5àEUVbÒX lHIcÓíiPad^MacBook∞ÍäGJKÇ9ÈÔLOLEDMNObÒEOmdia{|2024}åRbÒoPQ154% RÃe(STUzEHIVoÊÁz4È11WX^13WXiPadPronY R§ ÔL OLED OXH I ZÒ í2026}KÇ[ÒOLEDMNOz8.3WXiPad mini^10.8WXiPad AirnYE¬oKÇ4ÈOLED\MacBook A]^_◊e 14.2 WX^16.2WXÈmini-LED MacBook Pro nYX˛xyOmdiaz{|Eº©™MN`abã8.6_OLEDcde¤E2024}åRbÒoP Q154%E&550áBX¬í2025}bÒfgäOLEDh.o‘Mó≈∆X lIDC32023}äi AR / VR jMÇÉ72.5 UàEk.òô39.8%EklmndmnoÁpARq∑X AARrsêëDEi<ARjtdmuQ"EFNvEwxeùzdmyNP[lz/{z|Q»"Eí}Â~}<yPÄÅ‘ÇÉÑgX÷/õ2022}dmÖˆÊÁÜÑá0àÅARrsz±≤≥kzΩE2023}i<vâÍä”ãåKÇ⁄çéèêë!\z†àÅARrsXAVRrsDEuPicoNËzäiVRdmãå‘Mí=éìEîØïñ∫'fóAL`íòôàöõ—ó`úùûCü•'†q—óØ°`¢c%£îØX§•¶ß®©™í2023}´¨gÇ≠ÆØ>‡E”∞±øKÇâ4ÈXRjMX l≤≥¥μ AImnãå≤≥¥μ3[∂∑∏`π∫ª`ºΩQ``æNVW`ø¿∑∏`¡¬√ƒ`≈∆«üX AI PCãå≤≥¥μ3»…À`ÃÕVW`¿®ŒœüXÆ–!"ãå≤≥¥μ3—“S`”‘√ƒ`’÷√ƒüXåRbÒ◊ÿ≤≥¥μ3∑rÖ`∑|VW`»Ÿ⁄QüXAR/VR∞"≠≤≥¥μ3[∂∑∏`¤«nV`‹’∆üX l›fi≈N ß®≥fl{øEÀ‡_≥fl{ø !"#$ 1.1:;5'07......................................................................................................................................................................51.2<=>5'07..................................................................................................................................................................81.3?@5'07......................................................................................................................................................................81.4AB5'CDEFGHI07.........................................................................................................................................111.53JCKB3J5'07.................................................................................................................................................131.6AR/VR5'07................................................................................................................................................................14 2.15'BQRS....................................................................................................................................................................162.234TURS....................................................................................................................................................................19 %&#$ _R12023-2025`abAIPCCcdeAIfg:;LMhi...........................................................................................5_R2jklmn:;opqrstu22Q4-23Q4..............................................................................................................6_R3jklmn:;vwLMhi2023...............................................................................................................................6_R4jklmn:;xyzhi{|2019-2023................................................................................................................6_R5jklmn:;}ZLMhi2019-2023......................................................................................................................6_R6jk:;LMhi2023Q4.............................................................................................................................................7_R7 2023`:;CIS~>ÄÅ........................................................................................................................................7_R82020-2024`ab<=>Ç;opqYOY....................................................................................................................8_R92023`ÉÑÖabNANDFLASHÜávwàâäã.................................................................................................8_R10Ñå34HBM3E12H.................................................................................................................................................10_R11SKçéèHBM3EêÜ.............................................................................................................................................10_R12OLEDnëíìêÜîï............................................................................................................................................11_R13ab3ñ;LMOEMvwopq2022VS2023...................................................................................................12_R14abóò3ñopqCàâLMhi2