电子10月周报：新一代旗舰手机SoC围绕AI提升用户体验

Investment Rating - Investment recommendation: Outperform the market (maintained) [4] Core Insights - The report highlights that MediaTek and Qualcomm have launched new flagship mobile SoCs, both utilizing TSMC's 3nm process, with significant upgrades in CPU, GPU, and NPU to enhance AI-driven user experiences in smartphones [2][6] - Qualcomm's Snapdragon 8 Elite platform features a personalized multimodal generative AI assistant capable of interacting with users through camera and microphone, processing complex information rapidly [2][6] Summary by Sections 1. Flagship SoCs Upgrading User Experience Around AI - MediaTek and Qualcomm introduced new flagship SoCs, with Qualcomm unveiling the Snapdragon 8 Elite at the Snapdragon Summit in Hawaii [9] - Qualcomm's Snapdragon 8 Elite utilizes the second-generation Oryon CPU, which replaces the ARM public architecture, achieving a 45% increase in single-core and multi-core performance, a 62% improvement in web browsing speed, and a 44% enhancement in energy efficiency [11][12] - The Snapdragon 8 Elite offers advanced AI capabilities, including a personalized AI assistant and improved web browsing and image generation features [15][17] 2. Investment Suggestions - Focus on the computing power supply chain due to the rapid development of AI applications and the increasing demand for HBM [19] - Monitor the recovery of consumer electronics and the rollout of AI hardware products, which are expected to boost sales in the sector [20] - Pay attention to the semiconductor recovery cycle, as the demand from AI-related fields is anticipated to drive growth in the semiconductor economy in 2024 [21]