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Android品牌均面临高库存风险
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<li>2023/2/16 10:16:43</li>
<li>cdQ原?/li>
<li>来源Q?span>电脑?/span></li>
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【电脑报在线】终端消费市Z力的情况下，消费电子产业链明昑֏到冲凅R?
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<section label="Copyright 2018 iPaiban All Rights Reserved Q本样式已做版权保护Q未l正式授权不允许MW三方编辑器、企业、个Z用，q者必U）" donone="shifuMouseDownPayStyle('shifu_qmi_021')" style="margin: 0.5rem auto; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; width: 612.3px; border: none; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; width: 612.3px; text-align: center; overflow-wrap: break-word !important; visibility: visible;"><section style="margin: 0px; padding: 0px 0px 2px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 2px; border-bottom-style: solid; border-bottom-color: red; display: inline-flex; overflow-wrap: break-word !important; visibility: visible;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 1px; border-bottom-style: dashed; border-bottom-color: red; display: inline-flex; font-size: 1rem; overflow-wrap: break-word !important; visibility: visible;"><p style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; overflow-wrap: break-word !important; visibility: visible;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important; visibility: visible;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(51, 51, 51); font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; text-align: justify; overflow-wrap: break-word !important; visibility: visible;">Android品牌均面临高</span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(51, 51, 51); font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; text-align: justify; overflow-wrap: break-word !important; visibility: visible;">库存风险</span></span></p></section></section></section></section><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; visibility: visible;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important; visibility: visible;">2023q开q以来，消费电子产业预期低迷q不意外Q但很多人没惛_会悲观到如此地步?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important; visibility: visible;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important; visibility: visible;">q日Q天风国际分析师郭明錤最新表C，几乎所有Android品牌均面临因需求疲弱导致的高库存风险，q已l不是一个品牌的问题了，而是所有的厂商?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important; visibility: visible;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important; visibility: visible;">以SamsungQ三星）ZQ该品牌的全球手机库?(l端与零lgd) 预计要到6月才有机会降到合理水位。因为品牌或代理?l销商对零组件的需求疲弱，故即便库存降到合理水位的零组Ӟ臛_在未??个月普遍也会面YoY衰退的挑战，可能不利股h表现?/span></p><p style="margin: 0px 0px 24px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-size-adjust: auto; text-align: center; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">在这之前Q供应链l出的消息也昄Q苹果也在今qQ1陆箋砍单iPhone 14pdQ因Z是需求的下滑?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">消息人士表示Q在市场规模不断萎羃的情况，各家厂商又面临高库存的风险，q就倒gh战会更加强烈Q诸如行业的老大哥苹果都已经不住了QiPhone 14 Pro前不久出乎意料的降h800元，是最好的信号?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">事实上，Ҏ IDC 最新发布的数据Q?022 q全球智能机量创?2013 q以来的最低纪录。中国区?10 q中W一ơ跌?亿台。更p糕的是Q包括苹果、三星在内的所有品牌都在下滑，区别的无非只是下跌幅度多?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">可以明确的是Q消费电子领域的寒潮已经来了?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><section label="Copyright 2018 iPaiban All Rights Reserved Q本样式已做版权保护Q未l正式授权不允许MW三方编辑器、企业、个Z用，q者必U）" donone="shifuMouseDownPayStyle('shifu_qmi_021')" style="margin: 0.5rem auto; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; width: 612.3px; border: none; box-sizing: border-box !important; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; width: 612.3px; text-align: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 2px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 2px; border-bottom-style: solid; border-bottom-color: red; display: inline-flex; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 1px; border-bottom-style: dashed; border-bottom-color: red; display: inline-flex; font-size: 1rem; overflow-wrap: break-word !important;"><p style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(51, 51, 51); font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; text-align: justify; overflow-wrap: break-word !important;">受伤的半g供应?/span></span></p></section></section></section></section><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">l端厂商高库存，意味着降h、砍单会接连发生?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">从去q底开始，已经多家国际金融机构已公开表示Q芯片行业因高库存和较低市场需求很可能会进入衰退周期Q花旗银行甚臌C可能是近二十多年以来芯片产业最严重的下滑?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">l合各大研究机构的分析，目前库存q剩而导致h格大q下跌的芯片主要集中在手机、电脑、游戏机{消费电子领域。其主要原因是疫情带来的隔离{后果，对生产生z造成不便DZ对于数字服务和品需求的Ȁ增，但是q种需求目前基本到辄颈，后乏力?/span></p><p style="margin: 0px 0px 24px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-size-adjust: auto; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">属于该领域的面板用芯片、通信用芯片、模拟芯片等cdQ大部分在近两月内跌仯q?0%Q部分芯片降仯80%。例如，全球台式机处理器量在今年W二季度跌至q?0q来的最低水q?2021q手机系U统芯片SoC量全球第一的联发科Q?022q下半年宣布砍?0%的订单?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">另一斚wQ供应链危机带来的芯片短~Z刺激企业U篏库存Q超出正怸务量的规模下单，加剧了这个短期需求激?生q剩循环。在此基上，据相关研I机构分析，疫情以来芯片市场上出C大批资金炒作芯片、拉高h根{此cȝ作结局注定是崩盘h格的暴跌?022q?月以来，部分德州仪器模拟芯片的市ZhDq高?0%?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">而我国半g厂商在这场寒中也未能幸免?023q伊始，国内半导体IC龙头韦尔股䆾披露一份业l预减预告。公告显C，该公叔R计年度归母净利润?亿元-12亿元Q较d同比减少73.19%?2.13%。而归母扣非净利润则仅?000万元?.35亿元Q同比减?6.63%?7.75%?/span></p><p style="margin: 0px 0px 24px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-size-adjust: auto; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">业W大幅~水的原因正是此前市场所x的存货问题，韦尔股䆾预计全年计提的存货跌价准备ؓ13.4亿至14.9亿元。关键是Q这家IC大厂的库存水q_ƈ未见。机构普遍预计，其存货水qx望在1-2个季度内辑ֈ峰|或在今年二季度回归正常?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">随后Q光学龙头厂商舜宇光学也?月发布五q来首次业W下滑预警。舜宇光学科技在盈利预警公告中解释Q业l大q下滑主要受芯片短缺、通货膨胀及全球经的不确定性等因素影响Q智能手机市场需求疲软以及智能手机摄像头呈现降规降配势Q导致公司手机镜头及手机摄像模组的出货量同比下降Qƈ加大了^均售价及毛利率压力?/span></p><p style="margin: 0px 0px 24px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-size-adjust: auto; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">而据此前市场消息QiPhone14Propd全部版本??日vq来700元优惠，范围几乎覆盖所有授权门店。在微信程序Apple授权专营店上QiPhone14Propd已经昄降h700元。与此同Ӟ个别电商q_的iPhone14Propd领券立减800元，降hq度更大?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">据专业h士分析，Ҏ选择降h促销或源于公怸l不N期。此前，Ҏ发布?023财年W一季度财报数据昄Q报告期内，Ҏ实现营收1171.5亿美元，同比下降5%Q预期ؓ1211.9亿美元；每股盈利1.88元Q预期ؓ1.94元。其中，Ҏ招_产品iPhone收入657.8亿美元，同比减少8%Q预?83亿美元。值得注意的是Q此ơ苹果营收创下自2016q以来的最大跌q?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">本次降h对苹果供应链公司产生利空影响。舜宇光学科技为iPhone14pdq角相机7P镜头最大供应商Q该公司的高阶广?P镜头(用于两只高阶iPhone14Pro)与较低阶q角7P镜头(用于两只较低阶iPhone14)的出货比重分别ؓ50%?0%?5%?5%?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">不仅是舜宇光学科技Q苹果镜头供应商大立光近日也公布Q其今年1月营收ؓ新台?2.6亿元Q环比减18%Q同比减13%Qؓ八个月来低点。大立光表示Q由于下渔R求疲弱，2月拉货动能进一步下滑。该公司预计Q由于市况不佻I今年整体市场竞争会比d更ؓȀ烈，降h压力大?/span></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;"> </span></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">中泰证券一份研报认为，<span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important;">考虑2023q一季度为需求E季，1-2月一般少有新机发布，因此客户新机备货需求低。该机构指出Q现阶段l端厂商整体仍处于去库存阶段Q叠加一季度消费电子淡季Q手机摄像模l和镜头整体需求表现将会承压。而在q场寒潮下，整个半导体供应链也在L新的H破口?/span></span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><section label="Copyright 2018 iPaiban All Rights Reserved Q本样式已做版权保护Q未l正式授权不允许MW三方编辑器、企业、个Z用，q者必U）" donone="shifuMouseDownPayStyle('shifu_qmi_021')" style="margin: 0.5rem auto; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; width: 612.3px; border: none; box-sizing: border-box !important; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; width: 612.3px; text-align: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 2px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 2px; border-bottom-style: solid; border-bottom-color: red; display: inline-flex; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 1px; border-bottom-style: dashed; border-bottom-color: red; display: inline-flex; font-size: 1rem; overflow-wrap: break-word !important;"><p style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(51, 51, 51); font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; text-align: justify; overflow-wrap: break-word !important;">q度~慢的R载、XR业务</span></span></p></section></section></section></section><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">传统消费电子市场疲Y的当下，不少企业R载、XR业务当成了重点{型方向?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">dq中Q传果链砍单的歌声学便重点布局车蝲、XR业务Q其在接受机构调研时也表C，目前正值VR、ARh之初的快速发展阶D，未来三年会保持高速发展。公司将l持对全球优质客戗优质项目、优势䆾额的把握Q深入布局关键零组件能力，跟随大客户快速成长，l箋保持行业领先C?/span></p><p style="margin: 0px 0px 24px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-size-adjust: auto; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">歌尔声学外，同处果链的舜宇光学科技同样有布局车蝲、XR业务Q但从舜宇光学科技被寄予厚望的车蝲业务来看Q目前仍难以支撑大局。截臛_q年中，车蝲相关产品仅占舜宇光学U技整体营收10.2%?/span></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;"> </span></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">而从d下半q来看，虽然车蝲镜头6-10月保持环比增长，?1月开始环比下?.3%Q?2月环比跌q进一步扩大至33.6%。而根据乘联会数据Q去q?2月国内新能源乘用车零售销量达?4万辆Q同比增?5.1%。舜宇光学科技镜头量与车辆l端销量走势相悖?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">在AR/VR业务斚wQ?022H1全球AR/VR头戴式显C备的量预计已l超q?00万台Q这抑或意味着“元宇宙”硬件接口已l迎来了消费端的N拐点?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><section label="Copyright 2018 iPaiban All Rights Reserved Q本样式已做版权保护Q未l正式授权不允许MW三方编辑器、企业、个Z用，q者必U）" donone="shifuMouseDownPayStyle('shifu_qmi_021')" style="margin: 0.5rem auto; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; width: 612.3px; border: none; box-sizing: border-box !important; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; width: 612.3px; text-align: center; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px 0px 2px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 2px; border-bottom-style: solid; border-bottom-color: red; display: inline-flex; overflow-wrap: break-word !important;"><section style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; border-bottom-width: 1px; border-bottom-style: dashed; border-bottom-color: red; display: inline-flex; font-size: 1rem; overflow-wrap: break-word !important;"><p style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; clear: both; min-height: 1em; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(51, 51, 51); font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; text-align: justify; overflow-wrap: break-word !important;">数据中心业务或成H破?/span></span></p></section></section></section></section><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; letter-spacing: 0.544px; text-size-adjust: auto; font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">相对q展~慢的R载、XR领域QChatGPT背后的数据中心或成半g芯片增长的第二曲Uѝ?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">ChatGPT作ؓ一U新兴的智能对话AI产品Q无论是从技术原理角度还是运行条件角度，ChatGPT都需要强大算力作为支撑，从而带动场景流量大q增加，此外QChatGPT对于高端芯片的需求增加也会拉动芯片均P量h齐升D芯片需求暴涨?/span></p><p style="margin: 0px 0px 24px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-size-adjust: auto; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">而面Ҏ数增长的算力和数据传输需求，可以q行提供的GPU或CPU+FPGA芯片厂商、光模块厂商卛_q来蓝v市场?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">事实上，在ChatGPT及AI力需求彻底崛起以前，发力数据中心业务已经成ؓ各大半导体厂商在C轮宏观环境下角逐的重点?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">Ҏ׃达此前发布的2023财年W三财季财报昄Q英伟达W三财季营收?9.31亿美元，其中数据中心业务营收?8.3亿美元，同比增长31%Q占比超一半?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">而根据英特尔发布?022q第四季度胦报，公司W四季度营收140亿美元，其中数据中心和AI业务营收43亿美元，占整体营收三成左叟?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;" /></p><p style="margin: 0em 0.5em; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;">可预见的是接下来各大厂商会围绕数据中心业务展开Ȁ烈竞争。厂商想要获得更多市Z额，需要从产品性能、品组合以及竞争壁垒等多方面入手，形成优势Q而这也是LH破的机会?/span></p><p style="margin: 5px 0px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; box-sizing: border-box !important; overflow-wrap: break-word !important;"><br style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgb(0, 0, 0); font-family: 微Y雅黑, "Microsoft YaHei"; font-size: 16px; text-align: start; box-sizing: border-box !important; overflow-wrap: break-word !important;" /></p><section style="margin: 0px 8px 24px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(136, 136, 136); font-size: 15px; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; overflow-wrap: break-word !important;">~辑｜张?/span></span></section><section style="margin: 0px 8px 24px; padding: 0px; outline: 0px; max-width: 100%; caret-color: rgb(34, 34, 34); color: rgb(34, 34, 34); font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-size-adjust: auto; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.75em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; font-size: 15px; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; word-wrap: break-word !important; color: rgb(136, 136, 136); font-size: 14px; letter-spacing: 0.544px; overflow-wrap: break-word !important;">审核｜吴?/span></span></section>
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本文2023-02-13出版的《电脑报?023q第06?A.新闻周刊</br>
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