电子行业周报：存储行业业绩改善显著

()*+% !"#$%2024-03-30 A'(BC“◊Eÿ≤Ÿ¥ßq∂∑∏πd⁄¤‹›∞±äãfifl‡·⁄‚E∫„‰√≈uTRwEüâñr?ÂÊ∂Å”‘,ÁdˉEÈÍÎü↰¢ÏDRAM£§wÌ.RTÅÓÔM3%~8%dÒwxmPRErs}~m"ÄÅÇÉÑzdFTrendForceO &'()*%S0010523120005+,%liuzhilai@hazq.com l2023Q4ÚÍåçÑzÛÊÙ∂ÚÍî∏ıˆtFAPOE˜¯˘Ó˙.†≤E˚¸^˝˛ˇ˙.†≤ ÜáCounterpoint Researchm(á{!E˚¸^2023±†"¢ÏE˚¸^˙á©Ù∂ÚÍSoCåç36%m˝˛ˇ#$dÒÙ∂ÚÍOEM%ï²E˚¸^†"¢ÏBC&'d ˜¯Œ2023±†"¢ÏEô39%mÓ(#$)*©APåçd‹›+˝©iPhone15¨iPhone15Pro,-E˜¯}~mÓ(.C©Ì./0dFCounterpoint ResearchO lÚÍ\1î∏32Y3456Ÿ7E˜¯Å8∏9:¥ìmRCS 2Y345;ÚÍ<∑}7E‰√=>?l@∞±Q2gAdáBCDEqFGHB<∑}7}IE2Y∞J}7©K45;LMN<∑dÈ<∑›2023±2O21J`PE`PQY2YRSTU}~d(BCDEqFG) RCSÖgE9:ŒVWRCSX$Fß0YπZ[/\]^_`'!t¨ahmbcãdOÌeEfÉiOSLM6ÅgêRCSd9:hi˜¯}~≈j7Å›2024±k¢8∏RCSd≤l.CEmÅnoÒpqQr∂sÇahmt>ãddF9:O l{!g]!"uv3g]wxq"Q2~Q4ÅìîyzEIT{|OLED˝˛ˇ}…¥μ ÜáOmdiam(áE{!g]wx!"ÅŒ2024±gÄìîyzGgEü↰M†"¢ÏìfiÅÅ›ÇÉE∆ŒÑÖÜáà/m>“◊Eg]wxâ∂gÄäãåçEÿé+ÊwxPRd OLEDÖgEí1èiPad ProÛÊEÇ]bêOLEDg]åçÅuT/0d2024±∏›Ç]bêmOLEDg]˝˛ˇüâY1200a[E2025±ÅëÉ1570a[E2028±Å/0Mßë2840a[E±í/0πY24.1%déŒ2022±^2023±Em≤(`ìY130a[^180a[dFOmdiaOFUBI ResearchO l2024±nAI PCî;ïñ±EåóDPCòô/0ÄöõPCa1%óEúóD2029±ÅT95%mùû=bêgêAI ÜáTechinsightsmüüEgêAImùû=bêm8∏üâ⁄†°PC¢£Œåç(TAM)q§ãuùûE∆2024±¨2025±•¶üâÅ˝C&'ma1%ódÒ1ß®>©™´¨mLM≠ƨ°Windows 10mgêØ∞Eùû=bêm±ˇüâÅŒ2025±/0É2.431≤≥m1ßd AúóåçDE2029±ÅT95%mùû=bêgêAIdgêAIFAI-capableOmùû=bê'mn¥M<μ∏›„∂LMPAIâ∑m<∏∏[πmùû=bêF6NPUOdm∫bêÅŒ2029±˙ùû=bê¢åçm95%E˝˛ˇüâÅëÉ2.305≤d AåóBªåçDEÜáCanalysüüE2024±HBPC(qQbê)F⁄ºÇ]bêOåçÅΩ<æøE¿./0ëÉ3%E2025±/010%Em)uÇ¡›ï∏åçm¬Ífifld‹›(`Æÿ√m+(¨ƒ≈πm¥ßEÇ]bêåçüâŒ2024±¨2025±rÅ/04%dFTechinsightsO l∆«»… AIÚÍÖg∆«»…3ÀÃÕ^Œœ–^—“\∏^”Ybc^‘˚ÃÕ^’÷◊#^ÿŸ⁄^¤‹Ö^æt›fid AI PCÖg∆«»…32flRS^‡kbc^˚·‚„fid rs!"Ög∆«»…3‰≥^R^ÂÊ◊#^ÁË◊#fid È*ãLM¨ÍÆÎòô∆«»…3H–}~^Ï8PÌ^H^Óü^Ô^Rfid g]LMòô∆«»…3ÃÙë^Ãübc^2ÒÚ\fidAR/VRq"Û∆«»…3ÀÃÕ^Ù⁄Íb^ıÁŸfid lˆ˜¥! fifl⁄öüóERS¯™⁄öüó !"#$ 1.1:;5'07.......................................................................................................................................................................61.2<=>?@5'07.........................................................................................................................................................101.3AB5'07.....................................................................................................................................................................111.4CD5'EFGHIJK07.........................................................................................................................................141.5LMNOP5'07.........................................................................................................................................................161.6LMNQR5'07.........................................................................................................................................................171.73S5'07.....................................................................................................................................................................181.8TUAR/VR5'07.......................................................................................................................................................22 2.15'D[\].....................................................................................................................................................................232.234^_\].....................................................................................................................................................................25 %&#$ i\1jklm:;nopqrs.............................................................................................................................................6i\22023tuvwxTUyz:;JK{9|}AP~VWÄÅnopÇ2.............................................................7i\32023tuvwxTUyz:;JK{9|}AP~VWÄÅÉÑÇ2..................................................................7i\4TUyz:;nopÅÖÜáàâ22023VS2024....................................................................................................8i\5äã:;VSåç:;éèEêëXí...........................................................................................................................8i\6ìîïñó:;òôöd.................................................................................................................................................9i\7õúùû}RCS~Nüi1...........................................................................................................................................10i\8õúùû}RCS~Nüi2..............................................................................................................................................10i\9†°APPLE WATCHòôi1...