华西证券：AI手机进入原生化阶段背景下苹果引领AI手机时代将加速到来

智通财经06-27

智通财经APP获悉，华西证券发布研报称，据Canlys统计预测，预计全球AI手机渗透率到2027年有望达到47%，至26年全球AI手机累计出货将超过10亿部，至28年复合增长率达63%。Canlys还预计，2025年iOS操作系统将占据全球AI手机出货的55%。在消费电子需求复苏，AI手机进入原生化阶段的背景下，以苹果为引领者的AI手机时代将加速到来，一方面，手机端芯片零部件升级驱动AI手机产业链...

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href=http://www.zhitongcaijing.com/content/detail/1141414.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华西证券发布研报称，据Canlys统计预测，预计全球AI手机渗透率到2027年有望达到47%，至26年全球AI手机累计出货将超过10亿部，至28年复合增长率达63%。Canlys还预计，2025年iOS操作系统将占据全球AI手机出货的55%。在消费电子需求复苏，AI手机进入原生化阶段的背景下，以苹果为引领者的AI手机时代将加速到来，一方面，手机端芯片零部件升级驱动AI手机产业链...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141414.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B1XK9C88.USD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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accelerate","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002926":1,"AAPL":0.9,"00285":0.9},"content_text":"智通财经APP获悉，华西证券发布研报称，据Canlys统计预测，预计全球AI手机渗透率到2027年有望达到47%，至26年全球AI手机累计出货将超过10亿部，至28年复合增长率达63%。Canlys还预计，2025年iOS操作系统将占据全球AI手机出货的55%。在消费电子需求复苏，AI手机进入原生化阶段的背景下，以苹果为引领者的AI手机时代将加速到来，一方面，手机端芯片零部件升级驱动AI手机产业链量价齐升；另一方面，联动其他AI智能终端带来更为丰富的体验，协同效应更为明显。受益标的：立讯精密(002475.SZ)、鹏鼎控股(002938.SZ)、东山精密(002384.SZ)、蓝思科技(300433.SZ)、领益智造(002600.SZ)、水晶光电(002273.SZ)、比亚迪电子(00285)等。华西证券主要观点如下：AI手机发展进入原生化阶段，27年渗透率有望过半手机AI化经历了三大阶段：1)AIAPP阶段：在手机中加装大模型APP产品；2)AI功能化：在手机已有应用中实现初始人工智能功能；3)AI原生化：在原生服务生态中实现AI体验，包括多模态端侧、大模型接入等。苹果AppleIntellience下场驱动AI手机原生化落地，安卓系手机厂亦纷纷加入AI手机布局，AI手机发展生态可见一斑。据Canlys统计预测，预计全球AI手机渗透率到2027年有望达到47%，至26年全球AI手机累计出货将超过10亿部，至28年复合增长率达63%。华西证券认为，随着AI处理能力的提升，PC/AR/VR/可穿戴设备/智能家居等智能终端也将加入AI生态布局，带给消费者更丰富的人工智能体验。Apple Intelligence推出，加速新换机时代来临苹果发布个人化智能系统Apple Intelligence，由多种高度智能的生成模型组成，模型包括1)拥有30亿参数的设备端语言模型和2)基于更大服务器的语言模型，通过私有云计算在苹果服务器上运行，整体性能优于同类模型。苹果智能的AI能力与底层系统深度融合，具备系统级AI能力，可为用户提供完美AI交互体验。苹果在AI领域深耕布局多年，通过并购+自研不断补强AI能力，多方位布局正加速端侧AI落地，完整的硬件+系统闭环生态构筑了AI手机时代的竞争壁垒。华西证券认为，苹果智能将成为AI手机引领者，推动原生智能加速渗透，据Canlys预计2025年iOS操作系统将占据全球AI手机出货的55%。AI手机端侧算力提升，将带动产业链部件升级创新华西证券认为，端侧算力提升或带动手机芯片及零部件升级，如1)SoC芯片：AI手机智能化为端云结合，端侧对处理器要求会进一步提升，供应商也正在提供更高的配置，如骁龙8gen3可原生支持100亿参数；2)存储：AI手机需要更高的DRAM容量，满足更高的处理需求;且伴随参数数量增加，LLM需要的内存也会越来越大；3)摄像：AI手机涉及多模态交互，未来将与其他终端形成交互，对空间感要求更高，光学芯片与部件有望继续升级；4)PCB：伴随端侧算力升级，预计PCB规格性能将进一步提升；5)散热：AI手机数据处理量高，对散热的性能要求更高，石墨片用量或进一步提升，或改为石墨片+VC散热的方式。风险提示：下游需求不及预期，技术研发不及预期。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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华西证券：AI手机进入原生化阶段背景下 苹果引领AI手机时代将加速到来

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华西证券：AI手机进入原生化阶段背景下苹果引领AI手机时代将加速到来