AI终端落地场景丰富，产业链迎高增机遇

{"data":{"article_id": "","user_id": "","source_id": "","title":"AI终端落地场景丰富，产业链迎高增机遇","subtitle": "","image": "","cover": "","content":"\u003Chtml\u003E\n\u003Chead\u003E\n\n\u003C\u002Fhead\u003E\n\u003Cbody\u003E\n\u003Cp dir=\"ltr\"\u003EAI赋能传统智能终端、关注产业链技术配套革新机遇:手机、PC等传统消费电子在AI赋能下，设备硬件面临更高性能需求:AI上机对散热、存储、电池等硬件提出要求:石墨烯、VC均热板等更高价值量方案加速渗透，终端存储容量和速率升级、电池续航充电速率等性能升级，智能手机光学将围绕潜望式镜头下沉、玻塑混合镜头创新等创新展开。苹果入局将加速折叠屏手机产业链成熟。\u003C\u002Fp\u003E\n\u003Cp dir=\"ltr\"\u003E新型智能硬件结合AI创造增量需求、AI带动产业全面扩容:各厂商探索端侧AI应用场景:智能眼镜为重要AI硬件落地形式，各厂商积极开发 AI智能眼镜新品。AI带来革命性的交互体验，契合MR虚实结合需求。AI+AR或是产业发展趋势。人机交互以及算法推动AI耳机、AI家居技、智能安防术发展及渗透，有望带动产业链成长。#AI加速“智驾平权”进程、产业链公司迎业绩高增期:AI赋能下，各车企智驾方案加速完善，自主品牌车企开启“智驾平权”时代，高阶智驾车迎放量拐点。高速NOA及以上高阶智驾在传感器用量及性能要求上均有显著提升，车载摄像头、激光雷达、高频高速连接器、智驾芯片等均迎来量价齐升机遇。\u003C\u002Fp\u003E\n\u003Cp dir=\"ltr\"\u003E建议关注:\u003C\u002Fp\u003E\n\u003Cp dir=\"ltr\"\u003E1)传统消费电子产业链关注果链业绩坚挺的各环节龙头(立讯精密、歌尔股份、东山精密、蓝思科技、领益智造)及特定环节升级公司(统联精密、中石科技、宜安科技、春秋电子、蓝特光学、水晶光电等)。\u003C\u002Fp\u003E\n\u003Cp dir=\"ltr\"\u003E2)AI新型硬件链条建议关注AI\u002FAR智能眼镜产业链核心公司:综合方案龙头(歌尔股份)、ODM(龙旗科技、华勤技术、亿道信息)、光学(水晶光电、蓝特光学)、SoC及存储(恒玄科技、佰维存储)、结构件(福立旺)、品牌及渠道(明月镜片、博士眼镜)等。\u003C\u002Fp\u003E\n\u003Cp dir=\"ltr\"\u003E3) AI赋能智驾链条建议关注各细分赛道标的:车载摄像头(宇瞳光学、弘景光电、联创电子、舜宇光学、欧菲光、蓝特光学，韦尔股份、思特威等)、高频高速连接器环节(电连技术，立讯精密等)、激光雷达环节(禾赛科技、速腾聚创，高伟电子、炬光科技，永新光学、蓝特光学、水晶光电)、智驾芯片环节(地平线机器人、黑芝麻智能)。\u003C\u002Fp\u003E\n\u003Cp dir=\"ltr\"\u003E风险提示:AI 技术进展不及预期风险，消费电子复苏不及预期风险，智能化渗透率提升不及预期风险。\u003C\u002Fp\u003E\n\n\u003C\u002Fbody\u003E\n\u003C\u002Fhtml\u003E","url": "","type": "","read_limit": "","reward_amount": "","reward_count": "","reward_integral": "","reward_integral_count": "","comment_count": "","collect_count":2,"like_count": "","step_count": "","forward_count": "","integral": "","hot_0_12":.6,"hot_12_24": "","hot_12_18": "","hot_18_24": "","is_top": "","is_hot_top": "","is_user_top": "","read_integral": "","read_limit_time": "","fans_limit": "","copy_limit": "","old_type": "","hide_flag": "","hide": "","is_weak": "","create_time":"2025-05-12 09:20:38","update_time": "","mark_status": "","last_mark_time": "","is_provide_openapi": "","is_make_word_cloud": "","sync_time":"2025-05-12 09:21:00","is_flatter": "","feature_img": "","interest_disclosure": "","new_interaction_time":"2025-05-12 09:21:38","sensitive_words": "","warn_words":"产业链,产业链,芯片,存储","area":"山东","user_read_limit": "","read_pay_limit": "","user":{"user_id": "","nickname":"戈壁淘金","avatar":"https:\u002F\u002Fjiucaigongshe.oss-cn-beijing.aliyuncs.com\u002Favatar_default.png","medal_count":3,"style_str":"只买龙头的老司机","follow_status": "","follow_type": ""},"stock_list":[{"stock_id":"5356bdad4d414b69932b67ec9b8eb5b2","name":"华勤技术","code":"sh603296"},{"stock_id":"14b5f1489e8c443d9b82066651fa9300","name":"明月镜片","code":"sz301101"}]}}

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