2024-2029F硅基微显示发展趋势展望.pdf

1、All rights reserved by Sigmaintell reproduction prohibited without written permission.Sigmaintell Consulting Co.,LtdStay Specialized,Enable Intelligence1All rights reserved by Sigmaintell reproduction prohibited without written permission.Sigmaintell Consulting Co.,LtdStay Specialized,Enable Intelli

2、gence1By Sigmaintell,Sep.20242024-2029F硅基微显示发展趋势展望Prospect of Micro Display Development TrendAll rights reserved by Sigmaintell reproduction prohibited without written permission.Sigmaintell Consulting Co.,LtdStay Specialized,Enable Intelligence22终端市场趋势洞察01硅基硅基OLED趋势展望02Micro LED趋势展望03All rights res

3、erved by Sigmaintell reproduction prohibited without written permission.Sigmaintell Consulting Co.,LtdStay Specialized,Enable Intelligence3Source:SigmaintellDefinition of AI smartphone and AI PC*TOPS:Trillions Operations per SecondMemory12GB RAM+256 ROMComputing PowerTOPS33SoCFlagship Chipset3/4 nmA

4、I smartphoneData runs on native device rather than processed in the cloudComponent Prerequisite for AI Smartphone端侧AI在智能手机与笔记本电脑中的应用：存储与芯片成关键需求Memory16GB RAMComputing PowerTOPS40ChipsCPUNPUGPUAI PCprovide hybrid intelligent learning and reasoningintegrated software and hardwareComponent Prerequisite

5、 for AI PCAll rights reserved by Sigmaintell reproduction prohibited without written permission.Sigmaintell Consulting Co.,LtdStay Specialized,Enable Intelligence4Source:SigmaintellLong-Term Global AI Smartphone&AI PC YoY Shipment ForecastGlobal AI PC market Growth(mils)(2024F-2027F)Global AI smartp

6、hone market Growth(mils)(2023-2028F)Flagship models drivenMatured models for mid-to-high end modelsAspiration for AI-on device synergy,like AI PC+IoT+Mobile142043954234664761109114411681155117511701%18%34%37%40%41%Y2023Y2024F2025F2026F2027F2028FAI shipmentGrand totalAI smartphone s market share in t