华泰证券:华为与苹果需求带动手机产业链复苏
Posted Time: 2023 October 24 14:57
AuthorFinancial Optimization
华泰证券研报称,经过两年半漫长的智能机调整期,近期产业链在华为mate 60和苹果iPhone 15等新机带动下出现复苏迹象。据BCI周度数据,截至今年第40周(10/8),中国智能机出货量-3% ytd,较上半年(-4%)收窄。自今年第32周(8/13),中国安卓手机周度出货量同比增速开始转正,截至W40连续八周正增长,全年非苹果-3% ytd,苹果+0% ytd,差距在缩小。近期台积电业绩会指出,手机/PC出现早期复苏迹象,新AI功能加持下明年单台手机半导体用量有望提升5%;大立光也看到苹果高端加单需求,指引10/11月收入逐月上升。看好智能机/PC阶段性恢复,建议关注安卓链及传统苹果链核心标的。
Image 1
Products
Bincial APPUser Dashboard
About Us
COMPANY PROFILEJoin us
User Agreement
Privacy Policy
CONTACT US
Collab:135-8566-0971
Support:021-61673695
Link:support@bincial.com
Addr.:Lane 1220, Yuqiao Road, Pudong New Area, Shanghai
DownloadAPP
Channels
WeChat
WeChat
Douyin
Kuaishou
Copyright© Shanghai Bozhi Technology Co., Ltd. Shanghai ICP No. 2023012989-4