港股概念追踪 | AI大模型有望落地智能手机新一轮“换机潮”将至?(附概念股)

智通财经2023-12-11

智通财经APP获悉，AI大模型与智能手机结合的趋势已经日渐明朗。近日，号称“全面碾压GPT-4”的谷歌Gemini AI模型问世。其带给业内最为重要的信号之一便是，谷歌Pixel8 Pro手机将成为首款兼容AI手机。另外，知名果链分析师郭明𫓹最新发声，苹果将于明年发布的iPhone16有望成为其首款AI手机。此外，包括华为、荣耀在内的国内智能手机巨头也已率先“抢跑”。郭明𫓹指出，苹果在今年第三季度...

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A new round of \"changing machines\" for smart phones is coming? (With concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02018":0.9,"GOOGL":0.69,"GOOG":0.62,"AAPL":0.9,"02382":0.9,"01478":0.9},"content_text":"智通财经APP获悉，AI大模型与智能手机结合的趋势已经日渐明朗。近日，号称“全面碾压GPT-4”的谷歌Gemini AI模型问世。其带给业内最为重要的信号之一便是，谷歌Pixel8 Pro手机将成为首款兼容AI手机。另外，知名果链分析师郭明𫓹最新发声，苹果将于明年发布的iPhone16有望成为其首款AI手机。此外，包括华为、荣耀在内的国内智能手机巨头也已率先“抢跑”。郭明𫓹指出，苹果在今年第三季度改组了Siri团队，此举的目标就是在于整合AIGC功能和大语言模型(LLM)。语音输入将是AI的关键接口，因此强化Siri的软件和硬件的功能和规格是推广AIGC的关键。郭明𫓹的最新调查显示，所有iPhone 16机型的麦克风都将得到显著的升级，除了更好的防水能力外，更好的讯噪比将是关键的规格升级，这将强化Siri的使用体验。郭明𫓹认为，这可能是苹果将要把整合更多AI功能的Siri作为iPhone 16主要卖点的证据之一。值得注意的是，瑞声科技与歌尔股份已被确定为iPhone 16的麦克风供应商，出货量分配相当。规格升级预计将导致每部iPhone 16的麦克风平均售价(ASP)大幅上涨。郭明𫓹预计涨幅将达到100%-150%，瑞声和歌尔的收入和利润都将大幅提升。此外，知名苹果曝料人马克·古尔曼亦透露，定于明年发布的iOS 18等操作系统将比以往更加关键。其表示，在今年的AIGC热潮下，苹果公司正在竞相追赶谷歌和OpenAI，而iOS 18准备将这种技术引入iPhone。国内方面，在华为8月的开发者大会上，华为终端BG CEO余承东表示：“今天我们已经进入大模型时代，华为盘古大模型将要助力鸿蒙生态。”荣耀CEO赵明也在高通骁龙峰会上表示，荣耀Magic6将应用荣耀自研的70亿的参数规模AI大模型。基于端侧 AI 大模型，荣耀 Magic6 拥有良好的保密性和安全性，对用户意图理解会更精准更立体，能够认知学习图像、文本和复杂语义，带来千人千面的用户专属智慧服务。在业内看来，每轮消费电子的景气周期主要由技术进步引发新需求所驱动。而AI浪潮已至，有望拉开新一轮消费电子创新周期，从而引爆下一轮“换机潮”。华泰证券认为，AI有望成为驱动下一轮换机潮的重要因素，首批具备AI功能的智能手机将陆续推出，2024至2025年更多创新AI应用将落地手机。随着AI大模型落地智能手机，产业链上游硬件环节有望率先受益。华泰证券研报分析认为，AI大模型在手机应用对其BOM成本影响主要包括：1)SoC：AI引擎升级、NPU算力提升；2)存储：手机RAM升级至24GB LPDDR5X，相较当前主流的8GB LPDDR4X，成本提升300%；3)电源：电池/电源管理芯片升级，但弹性相对较小；4)光学：AI 推动屏下摄像头应用取得突破。其中最为重要的是SoC环节，包括CPU、GPU、LPDDR、Modem等单元，其中CPU、GPU、NPU、ISP主要负责各类数据处理。参考高通骁龙处理器迭代路径，为满足AI算力需求， 手机SoC需持续推进AI引擎的迭代并提升NPU算力，从而令价值量提升。相关概念股：瑞声科技(02018)：郭明𫓹指出，瑞声科技与歌尔股份已被确定为iPhone 16的麦克风供应商，出货量分配相当。规格升级预计将导致每部iPhone 16的麦克风平均售价(ASP)大幅上涨。郭明𫓹预计涨幅将达到100%-150%，瑞声和歌尔的收入和利润都将大幅提升。舜宇光学科技(02382)：11月29日，郭明𫓹发文表示，玻塑混合镜头在获得苹果与华为采用后，将成为镜头产业的新关键趋势，其他品牌高阶机型未来可能会跟进。行业中大立光与舜宇光学科技为玻塑混合镜头领导厂商。丘钛科技(01478)：于2023年11月，公司手机摄像头模组销售量为3709.4万件，环比增长8.1%，同比增加6.5%；摄像头模组销售数量合计3794.8万件，环比增长8.1%，同比增长5.7%。指纹识别模组销售数量合计为1085.8万件，环比增加16.1%，同比减少5.9%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2390480527","isCrawlerRequest":true}

港股概念追踪 | AI大模型有望落地智能手机 新一轮“换机潮”将至?(附概念股)

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港股概念追踪 | AI大模型有望落地智能手机新一轮“换机潮”将至?(附概念股)