瑞銀預測今年智能手機出貨量將增長3% 科技行業整體料溫和改善
瑞銀舉行2024年度大中華研討會,瑞銀投資銀行東盟研究主管暨亞太區科技技術研究主管Nicolas Gaudois預測,今明兩年智能手機出貨量將分別按年增長3%及2%,指出行業正逐步復甦,美國以外市場料迎來疫情後首個較穩定的設備更換周期。
他指出,行業未來主要關注點為人工智能(AI),預期在AI PC及AI伺服器等領域都會有更強勁發展,預測伺服器市場今年將增長3%。瑞銀投資銀行台灣研究主管Randy Abrams續指,未來一至兩年AI從以雲端為基礎的服務轉移至更多應用於邊緣設備,預期生產商將會為智能手機等產品進行算力提升,有助拓闊整個行業發展路徑,整體而言預期科技行業未來將溫和改善,對今年前景持審慎樂觀看法。另外談及亞太區半導體股表現,他認為目前尚處於早期復甦階段。
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