智通财经APP获悉，手机产业链今日普涨，截至发稿，瑞声科技(02018)涨9.5%，报51.85港元；舜宇光学(02382)涨4.15%，报92.85港元；丘钛科技(01478)涨3.21%，报7.72港元；富智康集团(02038)涨2.17%，报0.94港元。
消息面上，3月3日-6日，2025年世界移动通信大会(MWC)在西班牙巴塞罗那举行。IDC中国研究总监卢言霞表示，从MWC的展示来看，传统智能硬件产品向大模型驱动的超级智能化升级。值得关注的产品包括手机、汽车、扫地机洗地机领域创新的生成式AI应用。
里昂此前表示，DeepSeek对消费电子供应链产生正面影响，促使硬件规格加速升级，并加速AI终端置换。花旗发表研究报告，预期截至2027年全球车载摄像模块未来三年年均复合增长率将达16%，受惠全球新能源汽车普及率上升以及智能汽车的渗透程度。该行预期，全球智能手机出货量的稳定增长及双镜头和三镜头配置在手机镜头组合改善的推动下，今年手机镜头增长率将加速至按年升6%。
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