资源描述
AI 20202 12 3 4 AI AI AI AI AI+AI AI 5G 4K/8K 4K/8K AR AI+3 1 2 AI+3 4 54 2019 95.6%84.2%eWise Tech BOM 18.6%18.1%15.8%11.8%11.4%6.5%1.6%0.4%15.8%2018-2019+2014 2015 2016 20172018201986.1%88.2%93.2%93.9%94.2%95.6%2014-2019 5 3 2016 5.22 2019 3.72 2016 28%3 10.6%2018-2019 50%60%5G eWise Tech BOM 4.575.224.613.93.7217.5%14.2%-11.7%-15.4%-4.6%2015 2016 2017 2018 2019 2015-2019%77%75%67%65%52%8%2018-2019 6 2019 1 2020 1 1 1 2014 2019 33 Counterpoint Canalys 25.623.825.128.130.732.333.22013 2014 2015 2016 2017 2018 20192013-2019 2019 1 2019 4 2019 7 2019 10 2020 1 6%iPhone 114%Oppo A113%Vivo Y5s3%Mate 30 Pro 5G3%Oppo A56%iPhone 113%Oppo A93%iPhone 11Pro Max3%HuaweiNova 5 Pro3%Mate 30 Pro7%Oppo A94%HuaweiNova 5 Pro4%Oppo A53%HuaweiP303%Mate 30 Pro4%Vivo X273%Vivo Y93s3%Huawei P303%Oppo A53%iPhone XR6%Oppo A56%Vivo X235%Oppo R173%Oppo A7x3%Mate202019 1-2020 1 Top5 7(1/2)APP UserTracker 2020 APP 32%APP UserTracker ZDC 4.1%3.9%5.4%8.0%9.1%10.2%12.8%17.3%29.2%/2019 31.9%20.2%15.4%13.0%7.9%4.4%4.2%2.9%2020 1-6 APP 8(2/2)1 3D+800 1 2 2016 Mate 92017 Mate 102018 Mate 20 Pro2019 Mate 30 Pro2020 Mate 40 Pro+1 1 1 2 2 2 2 3 4 5 800 800 2400 3200 1300 3200 3200 6800 8800 9000 3D 3D 20001200 20001200 4000 2000 800 4000 4000800 3D 5000 2000 1200 800 3D f/1.9 f/2.0 f/2.0 f/2.0 f/2.4 f/2.2 f/1.6+f/1.6 f/1.8+f/2.2+f/2.4 f/1.8+f1.6+f/2.4 f/1.9+f/2.4+f/2.4+f/4.4 2 2 3 5 10 3 5 30 10 20 100 5.9 5.9 6.4 6.53 6.78 1920 x1080 2560 x1440 3120 x1440 2400 x1176 2772x1344 9 50%34%26%40%CPU GPU NPU SoC AI AI AI eWise Tech BOM 39.9%33.9%13.2%5.1%1.5%0.9%0.8%4.8%4.8%46.6%10 1 2 AI+3 4 511=+AI 1 2 AI 12 AI 20002001201020132014201620172020 J-SH04 7650 iPhone 4 iPhone 5s 6Plus iPhone X3D Mate40 NPU AI AI Pixel 1 13 AI+x x AI AI AI A+B+C A x Bx C 1 2 3 4 AI 14 AI AI CPU ISP DSPNPU GPU 15 AI LCD OLED OLED OLED 3 16 3D 3D 3D 2D 2D 2D 2D 2D 3D 3D TOF 3D 01020304050607 3D 3D 3D TOF 3D RGBD RGBRGB 3D 2D 3D RGBD 2D 3D 17 2D 2019 89%Canaly 89%11%4%29%67%+18 AI/ISP 3A ISP CMOS ISP CPUDSPNPU GPU 19 AI AI AI AI AI AI 20 AI DXOMark 1 2 3 4 AI HDR DXOMark HDR 3D 1091041019569 759688838166759686727744608886677150 Mate 40 Pro Mate 30 Pro 5G Mate 20 X Mate 10 Pro21 AI AI Brain+2 3.0 6 50 AI 3.0 Brain+AI RAW V1.0 V3.0 V2.0AIHDR AI 22 1 2 AI+3 4 523 AI+AI+6-9 3-4 AI 1 2/AI+24 AI+AI+25 2016-2020 AI+OLED 2016 OLED OLED LCD LCD OLED DSCC MIXiPhone Xvivo NEXOPPO R17 Pro Galaxy A8s AXON 20 6.4 84.0%5.8 81.2%6.4 91.5%6.6 91.2%6.4 91.6%6.9 92.0%2016 2017 2018 20182018 202042.3%48.5%55.4%61.7%68.5%75.3%76.0%30.5%25.7%20.6%18.4%13.8%8.1%2.9%21.0%21.4%21.2%18.5%17.8%16.6%21.0%5.5%4.4%2.9%1.4%2022e2021e2020e20192018201720162016-2022 OLED LCD OLED OLED OLED26 AI+2019 2.3 Omdia 2.3 4.1 5.4 6.2 7.0 7.4 81%31%15%12%6%2019 2020e 2021e 2022e 2023e 2024e2019-2024%27 AI+89%50%CR5 86%60%eWise Tech BOM Canalys Yole 51%20%18%11%2019 65%86%66%CR5 CR5 CR5LG Innotek SEKONIX28 100.0%96.0%72.0%55.0%25.0%4.0%28.0%42.0%40.0%3.0%20.0%15.0%2015 2016 2017 2018 20192015-2019 AI+2016 2019 75%+3D/TOF+7P+6P+5P+4P8P+6P+6P+5P6P+6P+5P+3D+3D+3D+TOF+3D29 AI+Yole 5 10 50 3D TOF 3D 2019 3D 3D 40%50%40%54%21%11%17%25%17%8%5%2%2019 2025e2019&2025 3D 30 AI+P30 RGGB RYYB 40%RYYB RGGB RYYB RGGB+40%12MP 48MP 50MP 64MP 1.7um1.4um1.2um0.8um1/2.551/1.721/1.431/1.2831 AI+AI AI AI AI AIE AI AI AI 2017 970 NPU 2018 AI 5G 5G AI Counterpoint 2018-2019 CR5 20182019 35.0%25.7%13.6%11.8%9.2%4.6%33.4%24.6%14.4%13.1%11.7%4.6%AI AIE 855 855+865 5G 865+5G NE A11 A12 A13 A14P60/65/70/90/95 800/820/1000Exynos 9820Exynos 9825 970/980/990 990 5G/9000 NPU AI AI APU AI AI NPU AI 32 AI+1/3 AI AI+AI AI 80%AI AI AI AI AI AI AI AI 1 AI+CR3 80%55%/45%33 AI+2/3/AI AI/AI/AI AI DXO Top15 10 10 70%1,DOXMark 2020 12 2 55%20%15%10%AI DXOMark Top15 AI 67%71.4%/AI 34 AI+3/3 AI AI 15%AI AI AI 2019 AI 90%AI AI/2019 AI 91.6%/75%AI/AI AI 60%1 3500 1500-3500 2 2019 AI AI AI AI 2019 AI 15%85%91.6%75.0%58.3%35 1 2 AI+3 4 536 1+3 AI Brain+AI AI MegEngine MegCompute E EB 400G RDMA MegData Brain+AI 1+3+SaaS AI 37 AI+AI ShuffleNet AI 50 DXO 70%110 3D 40 3D 38 F2.0-F2.4 720P 1080P 5MP 8MP 2020 9 167536 15.5%+15.5%2020 9 58961 21.9%+21.9%F2.0 3D 3 6P 16M 39 3D 3D 3D 800 3D 3D Astra 0.6 8 1280*1024 PC 3D 3D 2000 3D 2018 OPPO OPPO Find X 3D iPhone X 3D 3D 3D D/3D 3D 3D 3D AR 3D AR 3D 3D 3D 3D Astra P D Astra Astra Pro Astra Mini Astra P Android Windows 1280*800 Astra DeeyeaAndroid Windows Linux40 OLED2011 2016 2017 2018 5.5 6 66 60K48K48K48KLCD2003 2009 2015 2018 5 a-Si 6 a-Si8.5 a-Si10.5 a-Si 60K90K150K120K OLED OLED AMOLED TFT-LCD AMOLED 5-8 2011 5.5 LTPS/AMOLED OLED LCD OLED 3.5 8 OLED 2017 S 5.5 OLED 5mm 7.56 AMOLED 2016-2018 OLED 48K/LCD 8.5 150K/TFT-LCD 3.5-7 41 1 2 AI+3 4 542 1.7 7.221.947.9249.4507.4541.4546.5238621.51638.21564.30.05%0.21%0.71%1.32%6.93%14.56%17.78%26.26%37.28%28.57%39.26%46.34%2019 6-2020 5 5G 5G 5G%1/3)5G5G 2019 5G 5G 2019 5G 1.7 546.5 2019 6 320%190%400%5G 2020 5 5G 46.34%5900 5G 4K/8K/73.4%4K/8K 50%5G N=3000 2019 12 iclick 34.1%51.0%51.0%54.8%73.4%AR 5G 4K/8K 4K/8K/5G 43 2/3)1 2 3 44 44.20%30.00%13.60%12.30%2019 AI 3/3)2019 AI 44.2%AI+AI+2019 15.9 42.8%38.4%2025 AI AI arm AI 15.922.433.346.862.579.697.341.3%48.5%40.5%33.6%27.3%22.2%2019 2020e 2021e 2022e 2023e 2024e 2025e2019-2025+AI+AI+%45 Keep Learning 400-026-2099 46
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