花旗表示,据最新行业调查,中国智能手机今年交付将按年升5%至6%,当中考虑补贴因素,全球市场增长则为4%。该行指中国品牌今年将在海外扩张上更进取。此外,智能手机内存价格在今年上半年显著下跌,并会在下半年进一步下跌,受本土DDR5内存量产影响。该行又指,CMOS影像传感器(CIS)国产化趋势在今年持续,智能感测将成为最大赢家,基于华为及小米(01810.HK) 市占上升。瑞声(02018.HK) ...
Source Link花旗表示,据最新行业调查,中国智能手机今年交付将按年升5%至6%,当中考虑补贴因素,全球市场增长则为4%。该行指中国品牌今年将在海外扩张上更进取。此外,智能手机内存价格在今年上半年显著下跌,并会在下半年进一步下跌,受本土DDR5内存量产影响。该行又指,CMOS影像传感器(CIS)国产化趋势在今年持续,智能感测将成为最大赢家,基于华为及小米(01810.HK) 市占上升。瑞声(02018.HK) ...
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