華勤技術(603296.SH):公司在智能手機業務仍保持穩健的增長
格隆匯8月1日丨華勤技術(603296.SH)披露投資者關係活動記錄表顯示,手機產品較為成熟,且手機ODM廠家格局相對集中且頭部規模效應明顯,預計今年全球市場會是一個弱復甦的態勢。具體到AI手機,各大手機品牌目前階段基本都是將AI手機作為旗艦機型定位,由手機品牌商的自研團隊進行開發,通過個性化應用和端雲結合的模型打造品牌效應,ODM覆蓋的產品還未涉及AI手機領域。隨着智能手機領域ODM滲透率持續提升且頭部ODM廠商進一步集中,公司在智能手機業務仍保持穩健的增長。
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