天风证券:有望受益于端侧AI放量 预计中芯国际2024年四季度相关业务实现超预期业绩

格隆汇
09 Feb

中芯国际将于2025年2月11日盘后发布4Q24业绩,天风证券表示,预计大陆数据中心资本开支趋势与全球相同,国产算力芯片受益于国产替代的趋势需求增长有望好于全球平均,中芯国际作为大陆少有能够量产先进制程的企业,预计其在大陆先进制程具有较高的议价能力,先进制程有望充分受益于本土AI浪潮而持续供不应求。国产大模型Deepseek-R1发布以来,市场反馈积极,强能力兼具低成本的特点,让国产AI应用有望加速普及,AI终端有望全面放量,中芯国际3Q24营收占比中消费电子达42.6%,互联与可穿戴8.2%,相关领域有望受益于端侧AI放量而超出原先市场预期。

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