兴业研究:AI手机拉动市场换机需求 高端机型率先受益

兴业研究发布研报称,作为系统搭载本地大模型、具备支持大模型的硬件能力且能多模态交互的智能手机,AI手机当前处于大模型APP化后的第二阶段AI功能化阶段,核心软硬件厂商正加速AI本地化阶段的到来。AI大模型对于芯片算力和内存等高价值元器件提出了更高的要求,苹果等高端手机的器件配置成本预算更充足,或将率先受益AI带来的换机周期。

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2025年智能手机中高端背板技术Oxide、LTPO渗透率有望突破60%

8月27日消息,根据TrendForce集邦咨询最新研究,OLED已成为智能手机的主流显示技术,推动了LTPS和LTPO(Low Temperature Polycrystalline Oxide)等中高端背板技术在2024年智能手机市场的渗透率接近57%。2025年因良率提升和成本有效控制,渗透率有望挑战60%。而AMOLED面板则加速往其他IT市场发展,预估将进一步提高Oxide、LTPO背板的渗透率。

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TCL will bring a brand-new product lineup at IFA 2024 this September

TCL will bring a brand-new product lineup and one of its most comprehensive product displays to the upcoming IFA 2024 this September. During the show, TCL will raise the curtain on its plans for the near future with newly upgraded technologies designed to Inspire Greatness across products including QD-Mini LED TVs. As the world’s second-largest TV brand, TCL will reveal the latest additions to…

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