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|1 2024 02 18()SAC S1110517070005 SAC S1110523110004 SAC S1110520110003 SAC S1110521070003 1-:Vision Pro AI PC 2024-02-06 2-:Galaxy S24 AI 2024-01-30 3-:24 OLED 24 AI 2024-01-29 Chat With RTX OpenAI Sora AI 2 AI PC XR Apple Vision Pro 2/2 APP 600 2/2 Apple Store Apple Vision Pro Apple Store Vision Pro 25 Vision Pro 100 600 Vision Pro AI 2 16 OpenAI Sora AI Sora 60 Sora Transformer Sora PC 24 3 P70 Ultra 14 24 2 3 2024 1000 P70 1.5K 2024 3 14 Ultra 8 Gen 3 5000 2024 2 3 PC 2 13 Chat with RTX Windows PC TensorRT-LLM 8 GB GeForce RTX 30 40 GPU 2024 AI PC AI 1300 7%2025 30%2026 50%2027 AIPC PC 80%23 AIPC 1 ARM 2 Copilot 3 AI AI PC PC 23 AIPC AI PC ARM Copilot 30 PC AI&1 2 IT Monitor Notebook TV 2 2 2024 2 1 2-3 2 OLED 8.6 FMM OLED Omdia 2024 154%550 1 3&AI S24 121 2 26-29 OLED iPad Pro2024 23 Mini LED 140%4 23Q4 2024 OLED PCB PCB PCB PCB PCB 2022 2023 CCL,PCB HDI IC,&()PCB TCL A-21%-16%-11%-6%-1%4%9%14%2023/02 2023/06 2023/10 300|2 1.Vision Pro.4 1.1.Vision Pro APP 600.4 1.2.PC/AI PC.7 1.2.1.P70 Ultra 14 iPhone.7 1.2.2.PC RTX AI PC PC.9 1.3.2024 2 PC 1.12 1.4.PCB PCB.17 2.17 2.1.17 2.2.18 2.3.PCB.19 2.3.1.PCB CCL.19 2.3.2.PCB.21 3.2/52/8/2/92/16.22 4.2/52/8.25 5.26 1 Tim Cook Deirdre OBrien Apple Apple Vision Pro.4 2 Apple Vision Pro Disney+3D.5 3 Vision Pro Powerpoint.6 4 Vision Pro Excel.6 5 Vision Pro Word.7 6 Vision Pro Teams.7 7 2022Q1-2023Q4.8 8 2020-2023.8 9 2020 Q1-2023 Q4.9 10 2023Y-2028Y AIPC.9 11“Chat with RTX”.10 12 2020-2028 ARM&X86CPU.11 13 Copilot.11 14 2024CES AIPC.11 15 AI PC.11 1ZFUvMtOtQqRpRmPtOoRrQbRdN7NoMoOoMqMeRmMmOkPoPuN6MnNwOvPmPtONZoOyQ|3 16 23Q4 22Q4 PC.12 17 2023 PC.12 18 2023 AMOLED.13 19 OLED/LCD FPD.14 20 2019-2023.15 21 S Pro.16 22 2018-2024 OLED.16 23 2020-2026 OLED NB.16 24 2020-2023 OLED.16 25.17 26.17 27.17 28.17 29 LME/.19 30/.20 31/.20 32 300.22 33.23 34.23 35.23 36.23 37.23 38 2/52/8 A.24 39 2/52/8.24 1 Apple Vision Pro APP.4 2 2024 2 IT.18 3 2024 2 TV.18 4 2024 1 Smartphone&Tablet.19 5 PCB A.20 6 CCL.21 7 PCB.21 8 PCB.21 9 2/52/8.24 10 2/52/9 10.25|4 1.Vision Pro 1.1.Vision Pro APP 600 Apple Vision Pro 2/2 APP 600 2/2 Apple Store Apple Vision Pro Apple Store Vision Pro 25 Vision Pro 100 600 Vision Pro 1 Tim Cook Deirdre OBrien Apple Apple Vision Pro 1 Apple Vision Pro APP PGA TOUR Vision Vision Pro Apple Vision Pro NBA Multiview 5 MLB Red Bull TV 3D Disney+Apple Vision Pro 42 3D Inside Out 2019 MAX Max 4K,Apple TV Apple TV+Apple Originals 200 3D Apple 180 8K 3D Apple Music Apple Music USB-C AirPods Pro 2 1 Dolby Atmos Lossless Audio Box 3D MindNode OmniFocus OmniPlan JigSpace 3D Microsoft 365 Apple Vision Pro App Store Teams Microsoft Copilot Word Excel|5 PowerPoint Outlook OneNote Loop Navi Apple Arcade Apple Vision Pro 250 App NBA 2K24 TMNT Apple Vision Pro 250 App NBA 2K24 TMNT Lona 3D 3D Void-X 3D Skatrix Pro 3D Hold the World The Archive Voyager by ForeFlight CARROT Weather 3D solAR Sky Guide Night Sky Insight Heart CellWalk Complete HeartX 3D djay 3D NowPlaying STAGE+Spool Animoog Galaxy AmazeVR Concerts 3D VR tappr.tv J.Crew Virtual Closet 3D Mytheresa FaceTime Lowes Style Studio Wayfair Decorify Zillow Immerse 3D Healium Vision Pro Lungy Spaces Odio Endel Apple Vision Pro Apple Vision Pro 42 3D Inside Out 2019 Apple TV App 3D Apple Vision Pro 3D MV-HEVC HDR Disney+Alisa Bowen Apple Vision Pro 2 Apple Vision Pro Disney+3D|6 thewaltdisneycompany 1 31 Microsoft Teams 2 2 Apple Vision Pro Microsoft Teams Apple Vision Pro 2 2 Apple Vision Pro App Store Teams Microsoft Copilot Word Excel PowerPoint Outlook OneNote Loop Teams Apple Vision Pro Teams Word Excel Powerpoint Teams Teams 3D-Teams 3D Apple Vision Pro copilot 3 Vision Pro Powerpoint 4 Vision Pro Excel|7 5 Vision Pro Word 6 Vision Pro Teams Vision Pro Mytheresa Apple Vision Pro J.Crew Obsess Apple Vision Pro J.Crew Virtual Closet“”3D visionOS Obsess Mytheresa Michael Kliger Apple Vision Pro Mytheresa Loewe Valentino Saint Laurent 1.2.PC/AI PC 1.2.1.P70 Ultra 14 iPhone iPhone16 pro iPhone 24 3 P70 Ultra 14 24 2 3 iPhone 16 IT iPhone 16 8GB RAM 2GB 8GB RAM iPhone 16 Pro MacRumors iPhone 16 Pro/Max 6.1 6.3 6.7 6.9 IT iPhone 16 6%3,561 mAh Pro Max 5%4,676 mAh 48MP IMX903 1/1.14 48MP 4K Pro 15 Pro Max|8 1MG+7P G+P IT iPhone iPhone IT iPhone 2024 2025 P70 1.5K 2024 3 P70 6.7 1.5K 5000 1/1.3 OV50H+5000+5000 4 P70 5000mAh 2024 3 14 Ultra 8 Gen 3 5000 2024 2 3 14 Ultra 14 Ultra 13 Ultra 8 Gen 3 5000 5000 1 LYT900 f/163-f/4.0 14 Ultra 5180mAh 90W+50W 2024 1000 CINNO Research 2023 198 175%70%IDC 2023 11 2024 1000 DSCC 2022 83%2023 42%21%19%7 2022Q1-2023Q4 DSCC 52RD 23 3.2+8%2023 11.7 3.2%IDC 2023 10(MEA)2023 Canalys 2023 8%3.2 8 2020-2023|9 Canalys ittbank 2023 2023 iphone 2023 2.346 20.1%2.266 19.4%1.459 12.5%OPPO 1.031 9490 8.8%8.1%iPhone 24%17%20%vivo 7%9 2020 Q1-2023 Q4 Canalys ittbank 1.2.2.PC RTX AI PC PC PC RTX 35GB ChatGPT RTX 30 23 AIPC 1 ARM 2 Copilot 3 AI AI PC PC AIPC Sigmaintell 2024 AI PC AI 1300 7%2025 30%2026 50%2027 AIPC PC 80%10 2023Y-2028Y AIPC|10 2 13 Chat with RTX RTX Windows PC TensorRT-LLM IT Chat with RTX 8 GB GeForce RTX 30 40 GPU Chat with RTX pdf doc/docx xml YouTube URL 11 Chat with RTX”IT 23 AIPC AI PC ARM AI AI PC 2024 CES PC AI AI PC AI PC CPU+NPU+GPU AI PC AI ARM CPU 2024 CPU X86 ARM X Elite 22%Win12 ARM ARM X86 ARM ARM|11 12 2020-2028 ARM&X86CPU AI Windows OS Copilot 30 Windows AI PC Copilot 30 Copilot AI 77%70%Copilot 13 Copilot PC AI HP Lenovo AI PC TensorFlow PyTorch Python AI Lenovo AI Now AI Dell Asus Acer AI CPU GPU ISV Independent Software Vendors AI PC 14 2024CES AIPC 15 AI PC|12 PC 2023 2.47 12.9%23Q4 3.1%8.3%Canalys 2023 12.9%23Q1 33%23Q4 PC 6525 3.1%0.46%Canalys Q4 1609/3.1%/0.39%1394 3.15%992 658 Acer 399 16 23Q4 22Q4 PC 17 2023 PC Canalys Canalys 1.3.2024 2 PC 1 1 23Q4 2024 OLED 2023 Q4 OLED AMOLED AMOLED 2023 AMOLED 6.9 16.1%2023 Q4 AMOLED 2.4 1 AMOLED 2024 OLED 2 OLED 8.6 FMM OLED Omdia 2024 154%550 1 OLED 8.6 FMM OLED FPD 2024 154%77 553.5 3&AI S24 121 2 26-29 OLED iPad Pro2024 23 Mini LED 140%Mini LED 8000|13 1 23Q4 2024 OLED 2023 Q4 OLED 1 30 2023 Q4 200 380 DSCC 2023 Q4 36%2021 Q1 76%80%2023 8 Galaxy Foldable Z 5 OPPO Vivo 2023 Q4 68%Q3 16%2023 Q4 42%AMOLED AMOLED 2023 AMOLED 6.9 16.1%CINNO Research 2023 AMOLED 6.9 16.1%AMOLED 77.8%9.2 56.8%43.2%13.9 2023 Q4 AMOLED 2.4 1 CINNO Research 2023 AMOLED 2.4 30.9%35.1%2023 AMOLED 55.1%44.9%7.5 1.1 1 AMOLED 2024 OLED 2023 AMOLED SDC 8.2%50%49.9%13.2 BOE 44.7%16.2%3.2 Tianma 259.4%6.9%4.7 LGD OLED 2022 33.8%2023 48.2%2022 66.2%2023 51.8%Magirror Research 2024 OLED AMOLED 18 2023 AMOLED|14 CINNO Research 2 OLED OLED Omdia 2024 154%550 2023 11 29 G8.6 FMM OLED B16 Omdia 2025 FPM B20 TM18 2024 OLED 8.6 FMM OLED Omdia FPD 2024 154%77 553.5 2025 2026 19 OLED/LCD FPD OLEDindustry Omdia 1 2024 1 184.4 16.2%15.6%1 156.9 12 14.9%2024 1 165 11.6%31.0%2024 1 827 6.2%2,359|15 14.8%3 AI S24 S 24 1 18 S24 AI 1 19 25 1 31 GSMArena Galaxy S24 121 S 2 26-29 Windows Report 26-29 MWC 2024 CES 2010 LG CES 2024 OLED Windows 11 OLED iPad Pro2024 11 iPad Pro OLED 270 13 350 10 OLED 100-150 2-3 OLED iPad Pro 11 1500 80%12.9 1800 60%23 MiniLED 140%Mini LED 8000 2023 3700 Mini LED 2023 RUNTO Mini LED 92 2022 140%Mini LED Mini LED+/Mini LED Mini LED Mini LED 8000 2023 30%20 2019-2023 Runto Mini LED MiTV S Pro 6 Mini LED 50%S Pro 10 65/75/85 4299 5999 7999 2200nits(75 85 2400)0.0001nits OLED 144Hz PS Xbox OS OS|16 21 S Pro OLED 2023 2024 OLED 24 7 pct OLED OLED 2018 30%2023 48%2024 TrendForce 55%12 22 OLEDindustry 2024 3000 LCD OLED OLED 2023 OLED NB 3.6M 1.9%2024 2024 OELB NB 6.9m 3.6%G8.x OLED IT 20262027 OLED NB 2026 OLED NB 16.9M 8%20272028 OLED NB TV OLED 2020 OLED 1.7%2021 2023 OLED 2023 4.1%2020 4.9%2023 10.1%8K 0.2%2023 2024 6 3 7 2024 22 2018-2024 OLED 23 2020-2026 OLED NB Trendforce 2018-2022 2022 2023 2024 24 2020-2023 OLED|17 1.4.PCB PCB PCB PCB PCB PCB 2022 2023 CCL,PCB HDI IC,2.2.1.21 2021 OPPO Vivo 2021/02 2021 Q2 2021Q3/Q4 2022&2023/02 2023/06 7/8/9 35%2021 12 32M 2021/11 75%22 2023 2023/02 7/8/9 2021 25 26 27 28 106916-60%-40%-20%0%20%40%60%020,00040,00060,00080,000100,000120,000140,000手机镜头出货量（千件）环比变动 同比变动47089-50%-40%-30%-20%-10%0%10%20%30%40%50%60%010,00020,00030,00040,00050,00060,000手机摄影模组出货量（千件）环比变动 同比变动|18 2.2.IT 2 Monitor Notebook Monitor 2 Open cell LCM Notebook TN LCM 2 IPS FHD FHD+2 16:9 0.10.2$16:10 0.20.5$TV 2 TV 2 32 1 1 2 1 50 1 2 2 55 1 2 2 1 2 2 2 2024 2 IT application Size Resolution OC/LCM Spec(IT)Jan24(A)Feb24(E)Feb.VS Jan.Change monitor 21.5 19201080 module TN 32.8 32.8 0.0 23.8 19201080 module IPS 40.2 40.2 0.0 23.8 19201080 open cell IPS 27.0 27.0 0.0 23.8 19201080 open cell VA 26.3 26.3 0.0 27 19201080 module IPS 49.8 49.8 0.0 notebook 14.0 1366768 module TN 26.2 26.2 0.0 14.0 19201080 module Value-added IPS 46.4 46.3(0.1)14.0 19201200 module Entry-level IPS 38.5 38.3(0.2)15.6 19201080 module Entry-level IPS 38.2 38.0(0.2)3 2024 2 TV Size Resolution OC/LCM Spec(IT)Jan24(A)Feb24(E)Feb.VS Jan.Change 32 1366768 OC High 38.0 39.0(1.0)Typical 34.0 35.0(1.0)Low 33.0 34.0(1.0)50 38402160 OC High 112.0 114.0(2.0)Typical 108.0 110.0(2.0)Low 104.0 105.0(1.0)55 38402160 OC High 132.0 134.0(2.0)Typical 126.0 128.0(2.0)Low 122.0 123.0(1.0)35822-80%-60%-40%-20%0%20%40%60%010,00020,00030,00040,00050,00060,000摄像头模组出货量（千件）环比变动 同比变动10417-80%-60%-40%-20%0%20%40%60%80%02,0004,0006,0008,00010,00012,00014,000指纹识别模组出货量（千件）环比变动 同比变动|19 65 38402160 OC High 175.0 177.0(2.0)Typical 170.0 172.0(2.0)Low 166.0 167.0(1.0)75 38402160 OC High 241.0 243.0(2.0)Typical 233.0 235.0(2.0)Low 229.0 230.0(1.0)2024 2 1 2-3 2 2-5 COP 1 2 50 1 55 2 65 23 2023 1 OLED a-Si LCD LTPS LCD ROLED OLED OLED OLED OLED Tablet 4 2024 1 Smartphone&Tablet Size Resolution Range Nov.Dec.(F)Dec.VS Nov.Change($)Remark Smartphone 6.52 1600 720 Typical$1.7$1.7 0 a-Si cell 6.56 1612 720 Typical$7.7$7.8 0.1 V-Notch a-Si LCM in-cell 6.72 2400 1080 Typical$11.6$11.6 0 HIAA LTPS in-cell 6.67 2400 1080 Typical$16.0$16.5 0.5 HIAA ROLED 6.67 2400 1080 Typical$19.5$20.0 0.5 HIAA FOLED 2.5D Tablet 10.1 1280 800 Typical$19.3$19.1 0.2 a-Si LCM IPS 2.3.PCB 2.3.1.PCB CCL LME3 2023 23 1 9317/2023 1 26 24 2 15 LMEE3 8252/11.43%29 LME/|20 wind 2022 7 20500/23 16250/14437/24 24 2 16 12950/2021 12 6.10/2023Q3 3.65/30/31/Wind Wind PCB A 2022 2023 A PCB 2023 CCL 5 PCB A 2022 YOY%2023Q1-3 YOY%2022 YOY%2023Q1-3 YOY%3281.19 65.1 3705.86 12.9 437.4 10.9 30.98-92.9 3290.27 1.7 3684.52 12.0 280.45-12.8 54.13-80.7 14701.21 0.4 18231.73 2.4 2558.69-6.4 2018.58-22.7 16102.34 16.4 11425.48-29.0 5675.60 30.2 2773.12-51.1 2153.80 4.7 1659.26-23.0 440.54-2.1 105.83-76.0 2296.38 25.3 1987.98-13.4 602.01 43.1 287.52-52.2 459.90-23.8 496.82 8.0 41.76-58.6-43.54-204.3 2385.87-27.9 1708.71-28.4 520.06 72.4 62.00-88.1 577.48-9.7 413.52-28.4 103.88 51.9 20.79-80.0|21 13676.20-11.1 12347.51-9.7 1274.69-47.3 887.89-30.3 2742.58-39.5 2640.43-3.7 45.11-93.8 7.40-83.6 2750.49-13.1 2293.17-16.6 54.06-83.2-108.76-301.2 2377.83-11.2 2497.17 5.0 64.36-70.5-29.01-145.1 169.43 11.6 195.52 15.4 26.76-27.8 135.26 405.5 wind CCL 22 23 2022 CCL PCB 23Q3 6 CCL 23Q3 23Q3 23Q2 23Q1 22 22 22Q3 22Q2 22Q1 39.80-4.74%38.50 41.27 40.84-9.65%41.78 48.31 47.02 4.40 21.55%3.63 4.05 3.95-7.17%3.62 3.73 4.03 5.41 29.43%4.98 5.54 3.99 1.01%4.18 5.02 3.96 4.76 13.33%4.31 4.61 4.42 8.60%4.20 4.38 3.65 0.47-17.54%0.44 0.497 0.485-12.76%0.572 0.61 0.673 2.3.2.PCB PCB 2022 PCB 2022 7.27%4.99%926.97 271 PCB PCB 7 PCB 2022 YOY%2022 YOY%2022 YOY%27,512.36 3.74 27,141.29-0.98 1,663.61-18.24 13,483.17 0.47 13,643.91-0.02 1,460.47-2.77 5,541.27-2.44 5,449.15-6.99 429.32-17.67 PCB 5,115.50 7.27 5,146.02 3.93 420.16 7.83 9,140,200.00 2.42 9,269,700.00 1.88 804,300.00 14.16 PCB 8,069,932.30-0.13 7,770,668.25-6.76 654,723.00-31.37 PCB 6,465,239.28-4.3 6,434,348.15-8.03 852,725.37-3.91 4,215,000.00-4.07 4,344,700.00 1.29 281,700.00 85.33 3,480,443.01 4.47 3,478,056.19 4.99 134,879.10-1.74 1,125,100.00-4.13 1,144,300.00-6.37 174,200.00 12.39 PCB PCB PCB PCB HDI IC PCB 8 PCB/2023 33 HDI SLP|22 526.75 FPC 338 LED 40 Multek Multek 5G HDI IC HDI SLP 5 11()FPC HDI MPCB HDI AI HDI IC HDI FPC IC 2022 28*49 2022 SiP 3500 FPC PCB IC 96 FCBGA FCBGA IC/HDI 120 HDI FPC HDI 2020 300 HDI 5G 3.2/52/8/2/92/16 2/52/8 2,996.03 2/52/8 8.6%300 3,364.93 2/52/8 5.8%2/52/8 37.83 300 11.72 32 300|23 Wind 2/92/16 38,627.99 2/92/16-0.11%15,775.65 2/92/16-1.34%2/92/16 16,339.96 2/92/16 3.77%2/92/16 3,342.73 2/92/16 6.89%2/52/16 18607.25 2/52/16 2.82%960.36 2/52/16 3.80%33 Wind 34 35 Wind Wind 36 37|24 Wind Wind 2/52/8 2/52/8 8.36%11.38%4.97%5.74%9.6%A 5.72%30 27 9 2/52/8%11.38%-3.02%4.97%3.39%5.74%2.62%9.60%-1.24%A 5.72%2.64%:8.36%Wind 38 2/52/8 A Wind 11.69%/1.55%/4.29%/8.36%/8.64%/10.33%/10.50%/11.69%39 2/52/8-2%0%2%4%6%8%10%12%|25 Wind 2/52/8 10/2/52/8 10/10 2/52/9 10 跌幅前 10 跌幅（%）涨幅前 10 涨幅（%）凯旺科技-27.7964 安克创新 25.7808 显盈科技-27.5325 环旭电子 22.6252 英力股份-27.1777 万祥科技 18.1256 瀛通通讯-25.2448 信维通信 17.4936 智动力-24.9631 安洁科技 16.9863 捷邦科技-22.1126 光峰科技 15.9756 惠威科技-21.8878 盈趣科技 15.6273 超频三-21.4286 联创光电 15.3040 昀冢科技-20.8513 信濠光电 15.2000 贝仕达克-18.7839 领益智造 14.8472 Wind 4.2/52/8 2 7 98,600 4 2 7 5%5%POWER CHANNEL LIMITED()5,000 10,000()2024 2 8 6 2 7 12,100 0.0092%1.55%4.29%8.36%8.64%10.33%10.50%11.69%0%2%4%6%8%10%12%14%|26 2 8 2023 2024 1 8 134 154.9395 40.32/36 2 7 2024 2 6 734,900 1,999,903 0.58%11.94/10.49/8,249,025.00 2 8 2024 02 08 137,000 0.19%21.18/20.70/2,877,240.00 2 7 2024 2 6 30,000 0.013%22.27/21.85/659,607 2 7 5,000 10,000 25.00/2 7 A 7/6,000 12,000 12 2 5 15,000 30,000 20/6 5.|27|28/6 300 6 300 20%10%-20%-10%-10%-10%5%-5%-5%-5%B 11 100088 3 A 23 2301 570102(0898)-65365390 6 4 200086(8621)-65055515(8621)-61069806 5033 71 518000(86755)-23915663(86755)-82571995
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