根据提供的文字内容，这份研报主要关注电子行业（申万分类）在2024年第一季度的市场表现及趋势预测。以下是研报的主要内容总结：
行业整体表现
市场份额与品牌分析
- Canalys：在智能手机市场中，多个品牌的市场份额有显著变化，包括Mate、nova、OPPO、Reno、vivo等品牌。具体数据显示了各品牌在不同市场上的销售表现及趋势。
存储技术分析
- SK hynix：对于NAND存储技术，研报讨论了Zoned UFS（Zoned Universal Flash Storage）的市场前景和技术优势，强调了其在移动设备中的应用潜力。
结论
研报通过详尽的数据分析，提供了对电子行业2024年第一季度的市场概况、品牌竞争格局以及未来趋势的洞察。通过对SIA、Omdia和Canalys等机构的数据整合，揭示了行业内的主要动态和发展方向，为投资者和行业参与者提供了有价值的参考信息。
()*+%
!"#$%2024-05-12
A'(BC“\”qX‘j’÷\§ù◊ÿëŸ⁄\¢¤E‹›5Gfifl¡‡õœ·‚rs\„‰ÂÊE±º’–ÁqRVh\ƒËX
2024jklmnEóò‹1200U~xyzEÈçàÍEÎÏ36%\rsÌÓXÔÒv1%EÍçkÚExyzP680U~Xãåç•Û=Ùrsëıˆ˜¯\ƒËE˘PÅÇ˙ÑmnÍÈkÔExyz|270U~E˚.vw–|70%X¸˝ëı˛ˇ0!Í"kÉëk#E$μxyz%&'200U~XFCanalysH
0123:;<
&'()*%S0010523120005+,%liuzhilai@hazq.com
lSIA()*24Q1op+,-./137708`E˚.vw15.2%12.Ö35.7%
+,-!"45FSIAH67\Z∑(϶ßE2024jk1mnop+,-./P137708`F8“99941.940`:;E?2.Ö3\@ABC]mDEBCXSIAFG2024jk2-4mn\˚.KMº|}˙Í(X
+,-rsH-uŒæ¥ô˙μ∂\BCEIl]JKLMrs\uŒENlÑ]:OP¥(Ï•QLMRS¨X
T˜¯U0E•Û./˚.vw27.4%EV8./˚.vw26.3%Xıˆ˜¯˚>vw11.1%eWXëY=0!.Z6.8%ë9.3%XFSIAH
lOmdiaF[2024j¨\]¶ß∂Rrsºõ-^_`ëQ∑abcÒ\deÖfguŒ
hÏOmdiaZ∑‚7\i¨\]¶ß∂Rrsjk&lm2023jkÉmnnEF¬}2024jEopLCDëOLEDõq\¨\]¶ß∂RF9r]‹I\sô¶ß∂RHxyzº˚.vw7.4%Exy∂tº˚.vw11.1%X
OmdiaBß3u2023jEvwxdVh1qRVhë¶ßyzIT¶ß∂Rb{\|}KM/{E~?rsƒË/PÄÅXVÇ∂R\ƒËÉôsÖ3EÑÖÜVÇ∂R|}õ2023jáCIKà-Eâ
I]å}¶ß∂R£§TçabcÒ\…éXè
OmdiaF¬2024j¨\]¶ß∂R\ꃺõjqëíqìEâI]õÖ+jXŒîïñóò3uõ2020jë2021j∑î—>>ôEIT¶ß∂RëVÇ∂RƒË^d“öõEÀáúõ2022jë2023jù<ûüX¶ß∂R£§F¬2024jrsƒËôö†-?°X2024jj•E-^_`ºOPíìuŒ\¢l£§•Xè
À†ÖÜVÇ∂R\]\ƶEF¬2024jVÇ∂Rºõ¨\]¶ß∂R∂txyz•ÈçàÍEÎßz\77.1%X98r]›‹IÖÜ∂R\xyzF¬ºA2023j\65UMv®}2024j\117UME˚.vw81.6%XFOmdiaH
lQ1•ÛP¥x(rs?°3˘P´?àÍExyz|1170U~rs01()Canalys‚7\Z∑&l¶ßE2024jklmnE•Û¨©P¥x(rs™´˙jàâ?°Exyz)‘j˚>íqE|6770U~X
˘P´¨•Û¨©rsklE≠ÆMate›novaØ"∞±\rs≤éExyz|1170U~ErsÌÓ|17%eOPPOReno11Ø"BC≥ΩE¥Iμ‰∂∑GkÚExyz|1090U~e∏5‹1060U~\xyzÍÈkÔE˚.vw9%evivo‹1030U~\xyzπÀIáExy˚.ÖÜ9%eóòõ°#£§•LMZ¨E‹1000U~\xyz∫ªk#E˚.Ö325%X
Mate60Ø"\ab›êºΩæø¿Eõklmnáã}¬√EOP’_˘PH-vw\´ACƒXØ∞EaO≈AIx(OP•Û£§õ=Ùrs∆ª«»§–…-EÀÃóò\∑_òXCanalysF¬E∑lÕaO≈AIx(õ2024jºÎ•Ûrsxyz\12%E◊Œop9%\q%”qXFCounterpoint1C114H
lœ–—“
AIx(μ∂œ–—“3”‘’÷1◊ÿŸ1⁄¤QL1‹PVW1›¸’÷1fifl‡Ì1·‚„1‰ÂμzX
AIPCμ∂œ–—“3˘Ê®©1ÁËVW1¸˝ÈÍzX
JK!"μ∂œ–—“3ÎÏS®1ÌÓ‡Ì1Ô‡ÌzX
+,-¡ÒëÚ¢a◊ÿœ–—“3•Ÿ6Û1Vμ˘Q1ÙıS®zX
∂R¡Ò◊ÿœ–—“3’[VW1’P|zX
AR/VRb"ˆœ–—“3”‘’÷1˜„(V1¯Ô‚zX
l˘˙dß
ƒË˚›F>E®©¸Õ˚›F>
!"#$
1.1:;5'07.......................................................................................................................................................................51.2<=>5'07...................................................................................................................................................................61.3?@5'07.......................................................................................................................................................................61.4AB5'CDEFGHI07...........................................................................................................................................71.5JKLMN5'07...........................................................................................................................................................81.63O5'07.......................................................................................................................................................................9
2.15'BUVW.......................................................................................................................................................................92.234XYVW.....................................................................................................................................................................12
_`ab%..........................................................................................................................................................................13
%&#$
cV1defghi:;Sjkl/Smn.............................................................................................................................5cV2ophi:;PQqrs2024Q1tu..........................................................................................................................6cV3ophi:;PQvwstu2024Q1...........................................................................................................................6cV4fxyABz{qrs.....................................................................................................................................................7cV5fxyABz{qrA|.................................................................................................................................................8cV6JKLMNPQ}~ÄCÅÇ.....................................................................................................................................8cV7JKÉB3OPQÅÑRÖ.............................................................................................................................................9cV8JKÉB3OPQÜáàâäã.............................................
