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) 晶圆级玻璃(WLG)将获华为及小米采用，OPPO及vivo则采用舜宇(02382.HK) 玻璃模铸镜片。该行指，手机行业仍未见到人工智能功能推动重大规格升级或材料成本上升，人工智能镜片将为今明两年增长前沿，未来四至五年交付或达8,000万套。
该行在手机供应链股份方面，惼好小米、韦尔股份(603501.SH) 、舜宇、蓝思科技(300433.SZ) 、瑞声及高伟电子(01415.HK) 。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 16:25。) (A股报价延迟最少十五分钟。)
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