智通财经APP获悉，手机产业链集体走高，截至发稿，比亚迪电子(00285)涨5.85%，报33.5港元；瑞声科技(02018)涨4.03%，报32.25港元；丘钛科技(01478)涨3.04%，报4.74港元；富智康集团(02038)涨2.25%，报0.91港元。
消息面上，IDC数据显示，2024年第三季度全球智能手机市场出货量达到3.161亿部，同比增长4.0%，已经连续五个季度出现增长。根据此前预计，2024年全球出货量将同比增长5.8%至12.3亿部。生成式AI智能手机将实现344%的增长，占据整个市场18%的份额。
德邦证券指出，进入第四季度，消费电子迎来传统旺季，随着联发科天玑9400、高通最新旗舰SoC的发布，小米、荣耀、OPPO、vivo等安卓手机将密集发布旗舰手机新品，传音发布InfinixAI个人助手持续提升用户体验，华为也有望相继更新Mate、Nova系列产品线，原生鸿蒙系统已开放公测。安卓厂商系统级AI布局和硬件功能创新，有望持续提升用户换机意愿，叠加双十一促销活动，四季度安卓手机出货量有望进一步复苏。
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