585 lines
39 KiB
HTML
585 lines
39 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研：端侧AI芯片</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(ellipse at 20% 80%, rgba(108, 69, 255, 0.15) 0%, transparent 50%),
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(128, 128, 128, 0.1);
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border-radius: 1.5rem; /* 极致圆角 */
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font-weight: 500;
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(3, 1fr);
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grid-auto-rows: minmax(100px, auto);
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padding: 1.5rem;
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grid-column: span 2;
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grid-column: span 3;
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padding: 1rem 0;
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border-bottom: 1px solid rgba(128, 128, 128, 0.1);
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margin-bottom: 2rem;
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font-size: 2.25rem;
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/* Responsive Bento Grid */
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@media (max-width: 1024px) {
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.bento-grid {
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grid-template-columns: repeat(2, 1fr);
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}
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.bento-item-span-3 {
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grid-column: span 2;
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}
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}
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@media (max-width: 768px) {
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.bento-grid {
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grid-template-columns: 1fr;
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}
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.bento-item, .bento-item-span-2, .bento-item-span-3 {
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grid-column: span 1;
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}
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto px-4 py-8 md:py-16">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-5xl md:text-7xl font-bold tracking-wider mb-4 title-glow bg-clip-text text-transparent bg-gradient-to-br from-white to-cyan-300">
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端侧AI芯片
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</h1>
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<p class="text-lg text-gray-400">深度行业研究报告</p>
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<div class="mt-4 text-xs text-gray-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Insight Section -->
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<section id="insight" class="mb-16">
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<div class="glass-card p-6 md:p-10">
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<div class="section-header">
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<h2 class="font-bold text-white title-glow">概念 INSIGHT</h2>
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</div>
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<div class="space-y-12">
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<!-- 0. Concept Event -->
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<div>
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<h3 class="text-2xl font-semibold mb-4 text-cyan-300">0. 概念事件与背景</h3>
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<p class="text-gray-300 leading-relaxed">
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端侧AI芯片，指在终端设备（如手机、PC、耳机、眼镜、机器人）上直接运行AI模型的专用或增强型SoC芯片。其核心背景是人工智能从“云端集中训练/推理”向“云端训练+端侧推理”的混合模式演进，旨在解决云端AI带来的高延迟、隐私泄露和高昂网络成本等问题。该概念在2024-2025年期间由技术进展（大模型小型化、芯片架构升级）、关键产品发布（小米AI眼镜、字节跳动AI耳机）和市场预期（2025年被视为端侧AI设备起量元年）共同催化，迅速成为市场焦点。
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</p>
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</div>
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<!-- 1. Core Viewpoint Summary -->
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<div>
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<h3 class="text-2xl font-semibold mb-4 text-cyan-300">1. 核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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端侧AI芯片正处在从<span class="accent-glow">主题炒作向基本面驱动过渡的早期阶段</span>。其核心驱动力源于AI应用对低延迟、高隐私的本质需求与芯片技术升级带来的ASP（平均售价）和利润率的大幅提升。未来潜力巨大，但短期内市场可能高估了部分应用的成熟速度，存在技术实现与商业化落地节奏的预期差。
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</p>
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</div>
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<!-- 2. Core Logic & Market Perception -->
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<div>
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<h3 class="text-2xl font-semibold mb-4 text-cyan-300">2. 核心逻辑与市场认知分析</h3>
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<div class="space-y-6">
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<div>
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<h4 class="text-lg font-medium text-gray-200">核心驱动力</h4>
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<ul class="list-disc list-inside mt-2 space-y-2 text-gray-300">
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<li><strong class="font-semibold text-white">技术范式迁移：</strong> 用户对实时交互、数据隐私和离线可用性的需求，迫使算力向终端下沉，“云端训练+端侧推理”成为行业共识。</li>
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<li><strong class="font-semibold text-white">商业价值重估：</strong> "无硬件，不入口，无主控，不AI"。AI赋能下，芯片价值量实现十倍甚至百倍增长（如AI耳机SoC从1-2元跃升至10元），清晰的量价齐升逻辑吸引资本市场。</li>
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<li><strong class="font-semibold text-white">生态入口争夺：</strong> 苹果、高通等巨头布局端侧AI芯片，旨在构建从硬件到OS再到AI模型的闭环生态，抢占下一代智能终端入口。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-lg font-medium text-gray-200">市场热度与情绪</h4>
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<p class="text-gray-300 mt-2">市场热度极高，情绪乐观，体现为新闻高频曝光、研报密集覆盖和券商路演主题聚焦，机构已形成高度共识。</p>
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</div>
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<div>
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<h4 class="text-lg font-medium text-gray-200">预期差分析</h4>
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<ul class="list-disc list-inside mt-2 space-y-2 text-gray-300">
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<li><strong class="font-semibold text-white">技术成熟度预期差：</strong> 市场关注峰值算力（TOPS），但忽略了NPU“有效算力”释放困难和“硬件碎片化”的现实瓶颈。</li>
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<li><strong class="font-semibold text-white">龙头地位认知差：</strong> 国产芯片在超高端应用中仍处补充角色（如恒玄芯片在小米AI眼镜中为副芯片），市场可能高估其当前替代能力。</li>
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<li><strong class="font-semibold text-white">商业化节奏预期差：</strong> AI PC/手机等高算力终端的杀手级应用尚未出现，其换机潮节奏可能比市场预期的要慢，而低功耗AIoT设备落地更快。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Market Growth Chart -->
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<div>
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<h3 class="text-2xl font-semibold mb-4 text-cyan-300">市场增长潜力：AI手机渗透率预测</h3>
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<div class="glass-card p-4">
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<div id="market-growth-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</div>
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<!-- 3. Key Catalysts & Future Path -->
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<div>
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<h3 class="text-2xl font-semibold mb-4 text-cyan-300">3. 关键催化剂与未来发展路径</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="space-y-4">
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<h4 class="text-lg font-medium text-gray-200">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-decimal list-inside space-y-2 text-gray-300">
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<li>标志性产品（如小米AI眼镜）的市场反馈。</li>
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<li>核心公司新一代SoC（如恒玄BS2800）的规模量产。</li>
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<li>科技巨头（苹果/谷歌）发布新的端侧AI模型或OS。</li>
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<li>核心公司财报持续验证高增长和高毛利。</li>
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</ul>
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</div>
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<div class="space-y-4">
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<h4 class="text-lg font-medium text-gray-200">长期发展路径</h4>
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<ul class="list-decimal list-inside space-y-2 text-gray-300">
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<li><strong class="text-white">第一阶段 (2024-2025, 渗透期):</strong> 以低功耗AIoT设备为突破口，实现ASP和利润率提升。</li>
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<li><strong class="text-white">第二阶段 (2025-2027, 爆发期):</strong> AI手机和AI PC成为主引擎，进入大规模换机周期。</li>
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<li><strong class="text-white">第三阶段 (2027以后, 成熟期):</strong> 机器人、智能汽车成为更广阔应用场景，存算一体等颠覆性架构有望商用。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 4. Industry Chain & Core Companies -->
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<div>
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<h3 class="text-2xl font-semibold mb-4 text-cyan-300">4. 产业链与核心公司深度剖析</h3>
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<div class="bento-grid">
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<div class="glass-card bento-item">
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<h4 class="text-lg font-semibold text-cyan-400 mb-2">上游 (IP与设计)</h4>
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<p class="text-sm text-gray-300">提供NPU IP核等基础模块。确定性高，是产业链的“卖水者”。</p>
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<div class="mt-4"><span class="tag tag-blue">芯原股份</span></div>
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</div>
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<div class="glass-card bento-item bento-item-span-2">
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<h4 class="text-lg font-semibold text-cyan-400 mb-2">中游 (芯片设计与制造)</h4>
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<p class="text-sm text-gray-300">核心环节，根据应用场景分为低功耗和高性能两大路线，并涉及存储、代工等。</p>
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<div class="mt-4 flex flex-wrap gap-2">
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<span class="tag tag-purple">恒玄科技</span> <span class="tag tag-purple">瑞芯微</span> <span class="tag tag-purple">中科蓝讯</span> <span class="tag tag-purple">炬芯科技</span> <span class="tag tag-purple">翱捷科技</span> <span class="tag tag-purple">兆易创新</span> <span class="tag tag-purple">中芯国际</span>
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</div>
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</div>
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<div class="glass-card bento-item bento-item-span-3">
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<h4 class="text-lg font-semibold text-cyan-400 mb-2">下游 (模组与解决方案)</h4>
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<p class="text-sm text-gray-300">将芯片集成为功能模组，交付给终端厂商，是连接芯片与应用的桥梁。</p>
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<div class="mt-4 flex flex-wrap gap-2">
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<span class="tag tag-green">广和通</span> <span class="tag tag-green">移远通信</span>
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</div>
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</div>
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<div class="glass-card bento-item bento-item-span-3">
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<h4 class="text-lg font-semibold text-cyan-400 mb-2">核心玩家对比</h4>
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<div class="overflow-x-auto mt-4">
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<table class="table w-full daisy-table text-sm">
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<thead>
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<tr>
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<th>公司名称</th>
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<th>赛道定位</th>
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<th>核心优势</th>
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<th>业务进展</th>
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<th>投资逻辑纯粹度</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold">恒玄科技</td>
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<td>低功耗SoC领导者</td>
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<td>技术领先(6nm)，客户优质</td>
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<td>BS2700已量产，进入小米高端供应链(副芯片)</td>
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<td class="text-green-400 font-bold">高</td>
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</tr>
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<tr>
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<td class="font-bold">中科蓝讯</td>
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<td>低功耗SoC追赶者</td>
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<td>出货量巨大(20亿颗)，白牌市场稳固</td>
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<td>AI耳机芯片ASP从1-2元提升至10元</td>
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<td class="text-yellow-400 font-bold">中高</td>
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</tr>
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<tr>
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<td class="font-bold">瑞芯微</td>
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<td>高性能AIoT SoC龙头</td>
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<td>自研NPU，全场景矩阵，生态护城河</td>
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<td>RK3588已在十余款车型量产，用于机器人主控</td>
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<td class="text-green-400 font-bold">高</td>
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</tr>
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<tr>
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<td class="font-bold">炬芯科技</td>
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<td>技术创新者</td>
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<td>存算一体(CIM)技术路线，高能效比</td>
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<td>端侧AI芯片收入+141%，毛利率43.45%</td>
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<td class="text-yellow-400 font-bold">中高</td>
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</tr>
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<tr>
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<td class="font-bold">翱捷科技</td>
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<td>平台型稀缺标的</td>
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<td>唯一具备蜂窝基带+多制式通信+SoC能力</td>
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<td>4G八核SoC量产，智能穿戴市场进展迅速</td>
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<td class="text-orange-400 font-bold">中</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<!-- 5. Potential Risks & Challenges -->
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-300">5. 潜在风险与挑战</h3>
|
||
<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-semibold text-lg mb-2 text-red-400">技术风险</h4>
|
||
<ul class="list-disc list-inside space-y-1 text-sm text-gray-300">
|
||
<li>"伪AI"风险：若无杀手级应用，消费者热情可能消退。</li>
|
||
<li>架构之争：存算一体等新技术路线能否成为主流待验证。</li>
|
||
<li>软硬协同：NPU有效算力发挥和工具链缺乏是核心瓶颈。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-semibold text-lg mb-2 text-red-400">商业化风险</h4>
|
||
<ul class="list-disc list-inside space-y-1 text-sm text-gray-300">
|
||
<li>成本与售价：高性能芯片导致终端定价过高，抑制大众需求。</li>
|
||
<li>应用场景：除语音图像外，复杂AI应用场景仍在探索。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="font-semibold text-lg mb-2 text-red-400">政策与竞争风险</h4>
|
||
<ul class="list-disc list-inside space-y-1 text-sm text-gray-300">
|
||
<li>国际竞争：高通、苹果等巨头技术、生态优势巨大。</li>
|
||
<li>地缘政治：先进制程依赖外部代工，存供应链安全风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 6. Conclusion & Investment Insights -->
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-300">6. 综合结论与投资启示</h3>
|
||
<p class="mb-4 text-gray-300">
|
||
端侧AI芯片是AI产业深化发展的必然趋势，已从概念阶段进入“场景驱动、业绩兑现”的初级阶段。其投资逻辑兼具成长性与确定性，是未来2-3年科技领域的核心赛道之一。
|
||
</p>
|
||
<h4 class="text-lg font-medium text-gray-200 mb-2">最具投资价值的细分环节：</h4>
|
||
<ol class="list-decimal list-inside space-y-2 text-gray-300">
|
||
<li><strong class="font-semibold text-white">低功耗AIoT SoC：</strong>商业模式最清晰，业绩兑现最快。关注ASP提升和客户拓展。</li>
|
||
<li><strong class="font-semibold text-white">高性能AIoT SoC：</strong>长期空间大，护城河深。关注在机器人、汽车等高壁垒赛道的领先者。</li>
|
||
<li><strong class="font-semibold text-white">上游IP与存储：</strong>产业链“卖水者”，确定性高，受益于行业整体发展。</li>
|
||
</ol>
|
||
<h4 class="text-lg font-medium text-gray-200 mt-6 mb-2">需重点跟踪的关键指标：</h4>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="tag tag-blue">AI芯片收入占比</span>
|
||
<span class="tag tag-purple">产品毛利率变化</span>
|
||
<span class="tag tag-green">下游标杆客户渗透率</span>
|
||
<span class="tag tag-red">研发费用率</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stocks">
|
||
<div class="section-header text-center">
|
||
<h2 class="font-bold text-white title-glow">相关上市公司梳理</h2>
|
||
</div>
|
||
|
||
<div class="space-y-12">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="text-xl font-semibold mb-6 text-cyan-300">产业链图谱 I</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full daisy-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>分类标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Low Power SoC -->
|
||
<tr><td>恒玄科技</td><td><a href="https://valuefrontier.cn/company?scode=688608" target="_blank">688608</a></td><td>下一代低功耗高性能智能可穿戴芯片BES6000系列，预计2026年上半年送样</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>芯海科技</td><td><a href="https://valuefrontier.cn/company?scode=688595" target="_blank">688595</a></td><td>公司模拟信号链芯片包括以测量功能为主的SoC芯片</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>中科蓝讯</td><td><a href="https://valuefrontier.cn/company?scode=688332" target="_blank">688332</a></td><td>公司主营业务为无线音频SoC芯片</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>泰凌微</td><td><a href="https://valuefrontier.cn/company?scode=688591" target="_blank">688591</a></td><td>TL7系列SOC新产品有望帮助公司在端侧AI获得更大的市场份额</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>乐鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=688018" target="_blank">688018</a></td><td>公司芯片产品矩阵涵盖多种带有无线连接功能的处理器芯片(SoC)</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>炬芯科技</td><td><a href="https://valuefrontier.cn/company?scode=688049" target="_blank">688049</a></td><td>公司是全球蓝牙音箱SoC芯片的重要供应商之一</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>博通集成</td><td><a href="https://valuefrontier.cn/company?scode=603068" target="_blank">603068</a></td><td>公司多款融合AI技术的SoC芯片产品实现量产销售</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>润欣科技</td><td><a href="https://valuefrontier.cn/company?scode=300493" target="_blank">300493</a></td><td>公司智能穿戴领域SOC芯片和近场扬声器件，应用于AR眼镜和AI眼镜</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<tr><td>安凯微</td><td><a href="https://valuefrontier.cn/company?scode=688620" target="_blank">688620</a></td><td>公司为智能终端提供核心SoC芯片</td><td><span class="tag tag-blue">低功耗 SoC</span></td></tr>
|
||
<!-- High Performance SoC -->
|
||
<tr><td>晶晨股份</td><td><a href="https://valuefrontier.cn/company?scode=688099" target="_blank">688099</a></td><td>公司为平台级SoC芯片整体解决方案的供应商</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>瑞芯微</td><td><a href="https://valuefrontier.cn/company?scode=603893" target="_blank">603893</a></td><td>公司SoC芯片主要应用于边缘侧、端侧的AIoT智能硬件</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>翱捷科技</td><td><a href="https://valuefrontier.cn/company?scode=688220" target="_blank">688220</a></td><td>公司为平台性芯片设计公司，拥有丰富的SoC项目经验</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>星宸科技</td><td><a href="https://valuefrontier.cn/company?scode=301536" target="_blank">301536</a></td><td>公司主营端边侧AISoC芯片的设计、研发及销售</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>全志科技</td><td><a href="https://valuefrontier.cn/company?scode=300458" target="_blank">300458</a></td><td>公司主营智能应用处理器SoC</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>国科微</td><td><a href="https://valuefrontier.cn/company?scode=300672" target="_blank">300672</a></td><td>公司完成AI算力低中高的AI SoC产品布局</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>富瀚微</td><td><a href="https://valuefrontier.cn/company?scode=300613" target="_blank">300613</a></td><td>公司出货量较高的SoC芯片基本都有AI算力，应用于端侧领域</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<tr><td>国芯科技</td><td><a href="https://valuefrontier.cn/company?scode=688262" target="_blank">688262</a></td><td>公司CNN200适用于各种边缘计算AI SoC芯片</td><td><span class="tag tag-purple">高性能 SoC</span></td></tr>
|
||
<!-- IoT Modules -->
|
||
<tr><td>移远通信</td><td><a href="https://valuefrontier.cn/company?scode=603236" target="_blank">603236</a></td><td>公司的智能算力模组可以应用于AI服务器上助力客户推出定制化的SoC阵列服务器产品</td><td><span class="tag tag-green">物联网模组</span></td></tr>
|
||
<tr><td>广和通</td><td><a href="https://valuefrontier.cn/company?scode=300638" target="_blank">300638</a></td><td>公司推出基于高通、MTK等平台的系列SoC解决方案</td><td><span class="tag tag-green">物联网模组</span></td></tr>
|
||
<tr><td>美格智能</td><td><a href="https://valuefrontier.cn/company?scode=002881" target="_blank">002881</a></td><td>公司有基于其他芯片厂商SoC芯片的高算力AI模组产品推向市场</td><td><span class="tag tag-green">物联网模组</span></td></tr>
|
||
<!-- IP -->
|
||
<tr><td>芯原股份</td><td><a href="https://valuefrontier.cn/company?scode=688521" target="_blank">688521</a></td><td>公司NPU IP已在全球82家客户的142款芯片中出货超过1亿颗</td><td><span class="tag tag-red">IP</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="text-xl font-semibold mb-6 text-cyan-300">产业链图谱 II (按应用下游分类)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full daisy-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>主要下游应用</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>恒玄科技</td><td><a href="https://valuefrontier.cn/company?scode=688608" target="_blank">688608</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>乐鑫科技</td><td><a href="https://valuefrontier.cn/company?scode=688018" target="_blank">688018</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>中科蓝讯</td><td><a href="https://valuefrontier.cn/company?scode=688332" target="_blank">688332</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>炬芯科技</td><td><a href="https://valuefrontier.cn/company?scode=688049" target="_blank">688049</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>安凯微</td><td><a href="https://valuefrontier.cn/company?scode=688620" target="_blank">688620</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>博通集成</td><td><a href="https://valuefrontier.cn/company?scode=603068" target="_blank">603068</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>芯海科技</td><td><a href="https://valuefrontier.cn/company?scode=688595" target="_blank">688595</a></td><td>低功耗SoC</td><td>AI玩具、AI眼镜、AI耳机、AI音箱</td></tr>
|
||
<tr><td>移远通信</td><td><a href="https://valuefrontier.cn/company?scode=603236" target="_blank">603236</a></td><td>物联网模组</td><td>AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像头</td></tr>
|
||
<tr><td>广和通</td><td><a href="https://valuefrontier.cn/company?scode=300638" target="_blank">300638</a></td><td>物联网模组</td><td>AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像头</td></tr>
|
||
<tr><td>美格智能</td><td><a href="https://valuefrontier.cn/company?scode=002881" target="_blank">002881</a></td><td>物联网模组</td><td>AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像头</td></tr>
|
||
<tr><td>翱捷科技-U</td><td><a href="https://valuefrontier.cn/company?scode=688220" target="_blank">688220</a></td><td>连接芯片</td><td>AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像头</td></tr>
|
||
<tr><td>泰凌微</td><td><a href="https://valuefrontier.cn/company?scode=688591" target="_blank">688591</a></td><td>连接芯片</td><td>AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像头</td></tr>
|
||
<tr><td>瑞芯微</td><td><a href="https://valuefrontier.cn/company?scode=603893" target="_blank">603893</a></td><td>高性能SoC</td><td>AI机器人、AI电视、AI机顶盒、AI摄像头</td></tr>
|
||
<tr><td>晶晨股份</td><td><a href="https://valuefrontier.cn/company?scode=688099" target="_blank">688099</a></td><td>高性能SoC</td><td>AI机器人、AI电视、AI机顶盒、AI摄像头</td></tr>
|
||
<tr><td>全志科技</td><td><a href="https://valuefrontier.cn/company?scode=300458" target="_blank">300458</a></td><td>高性能SoC</td><td>AI机器人、AI电视、AI机顶盒、AI摄像头</td></tr>
|
||
<tr><td>星宸科技</td><td><a href="https://valuefrontier.cn/company?scode=301536" target="_blank">301536</a></td><td>高性能SoC</td><td>AI机器人、AI电视、AI机顶盒、AI摄像头</td></tr>
|
||
<tr><td>国科微</td><td><a href="https://valuefrontier.cn/company?scode=300672" target="_blank">300672</a></td><td>高性能SoC</td><td>AI机器人、AI电视、AI机顶盒、AI摄像头</td></tr>
|
||
<tr><td>富瀚微</td><td><a href="https://valuefrontier.cn/company?scode=300613" target="_blank">300613</a></td><td>高性能SoC</td><td>AI机器人、AI电视、AI机顶盒、AI摄像头</td></tr>
|
||
<tr><td>国芯科技</td><td><a href="https://valuefrontier.cn/company?scode=688262" target="_blank">688262</a></td><td>模组</td><td>所有行业</td></tr>
|
||
<tr><td>润欣科技</td><td><a href="https://valuefrontier.cn/company?scode=300493" target="_blank">300493</a></td><td>分销/方案</td><td>所有行业</td></tr>
|
||
<tr><td>芯原股份</td><td><a href="https://valuefrontier.cn/company?scode=688521" target="_blank">688521</a></td><td>IP</td><td>所有行业</td></tr>
|
||
<tr><td>兆易创新</td><td><a href="https://valuefrontier.cn/company?scode=603986" target="_blank">603986</a></td><td>存储</td><td>所有行业</td></tr>
|
||
<tr><td>佰维存储</td><td><a href="https://valuefrontier.cn/company?scode=688525" target="_blank">688525</a></td><td>存储</td><td>所有行业</td></tr>
|
||
<tr><td>江波龙</td><td><a href="https://valuefrontier.cn/company?scode=301308" target="_blank">301308</a></td><td>存储</td><td>所有行业</td></tr>
|
||
<tr><td>普冉股份</td><td><a href="https://valuefrontier.cn/company?scode=688766" target="_blank">688766</a></td><td>存储</td><td>所有行业</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
||
|
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||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#0ea5e9', // sky-500
|
||
shadowColor: 'rgba(14, 165, 233, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(14, 165, 233, 0.3)' },
|
||
{ offset: 1, color: 'rgba(14, 165, 233, 0)' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [5, 16, 28, 39, 48, 54] // Fictional interpolated data based on 16% in 2024 and 54% in 2028
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
|
||
</body>
|
||
</html> |