招财日报2024.12.2 半导体及医药行业/美团、波司登、鸿腾精密点评

招银国际
02 Dec 2024

行业点评半导体行业 - 手机市场复苏,推动射频前端市场国产替代趋势持续深化谨慎乐观:终端市场恢复周期不同步的现象将持续到 2025 年。由于智能手机出货量接近饱和(根据多项预测,2024/2025全球智能手机出货量将同比增长 4.7%/2.7%)以及射频前端器件在每台设备中的占比趋于稳定,移动射频前端市场预计在 2024-2026 年将实现低个位数的增长。即使人工智能热潮带动了对 SoC 和...

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