智通财经APP获悉，手机产业链全线上涨，截至发稿，丘钛科技(01478)涨7.89%，报9.3港元；瑞声科技(02018)涨4.77%，报38.66港元；舜宇光学(02382)涨4.3%，报59.4港元；高伟电子(01415)涨2.88%，报29.28港元。
消息面上，根据Omdia的测算，2025年全球智能手机出货量同比增长2%，达到12.5亿部。25Q4全球智能手机市场同比增长4%，这一增长得益于季节性需求回升和库存管理改善，但是部分厂商开始受到零部件成本上升的影响。Canalys预计2025年AI手机渗透率将达到34%，端侧模型的精简以及芯片算力的升级将进一步助推AI手机向中端价位段渗透。
中银国际表示，AIGC技术将推动端侧产品向语音、动作等多模态交互演进，交互中枢由传统App体系转向AI智能体，用户与App的直接关联逐步弱化，豆包手机助手已体现出这一趋势雏形。尽管产品仍处于早期阶段，但随着功能成熟与体验优化AI交互模式的革命性改变预期能够带动端侧换机热潮，而这一趋势可能在未来1-3年就有望上演，催化AI产业链中下游行情。
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