（原标题：传音"下南洋"：今年出货增速夺冠 高端化或成下一战｜东盟观察） 21世纪经济报道记者胡慧茵 传音控股的崛起，加剧了东南亚手机市场风云变幻之势。 8月22日，据科技市场分析机构Canalys数据显示，今年第二季度传音在东南亚市场出货量达450万台，以18%的市场份额稳居第二，超越此前占据 首位的三星。今年二季度，东南亚智能手机市场整体出货量微降1%，在此背景下，传音控股逆势增长，以17%的同比增速位居区域市场增长率榜 首。 从"非洲之王"到东南亚增速领先，传音的发展路径为中国出海从业者生动诠释，手机业务并非只在发达国家市场才能实现强劲的增长。仔细来 看，传音的成长之路是另辟蹊径——避开传统的主流市场，把目光转向被品牌忽略，有着巨大人口基数、智能手机渗透率低和竞争格局分散等特 点的新兴市场。中国手机厂商征战东南亚市场的故事也始于此。 凭借部分可借鉴的市场经验与极具竞争力的产品，中国手机厂商们加速在东南亚"拓荒"。从最开始骑着单车满街扩展知名度，到依靠口耳相传的 产品敲开商场大门，中国手机厂商的发展势头十分迅猛。有统计称，它们在当地的市场占比已超过六成。中国企业相继推出售价1000元人民币左 右的低价手机 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook on domestic AI hardware and software ecosystems, indicating potential investment opportunities in related sectors [3]. Core Insights - The domestic AI hardware and software ecosystem is continuously improving, with significant developments in computing power and large model capabilities [3]. - The report highlights the ongoing expansion of domestic computing power ecosystems, with companies like Moer Thread and Muxi Co. initiating IPO processes to fund AI-related projects [3]. - Major advancements in large model capabilities are noted, particularly with Alibaba's Qwen VLo and Tencent's Hunyuan-A13B, which are expected to enhance AI applications [3]. - The report emphasizes the potential for accelerated domestic chip localization and the growth of related industries, recommending attention to domestic wafer fabs, advanced packaging, semiconductor equipment, and computing servers [3]. Weekly Market Review - The TMT sector experienced varied performance, with media leading at 2.70% increase, while electronics and computing sectors lagged behind the Shanghai Composite Index [3]. - Notable sub-sectors with significant gains include gaming (8.36%) and printed circuit boards (8.31%), while other communication equipment and digital chip design faced declines [3]. Industry News and Key Company Announcements - Key events include the upcoming release of new foldable smartphones by Samsung and the pre-sale of AI glasses by Meta and Oakley [15]. - The report mentions various AI model developments, including Google's Gemini video generation model and Baidu's MuseSteamer for video generation [17][19]. - The report also notes significant investments in AI infrastructure, such as Alibaba Cloud's expansion of data centers in Malaysia and the Philippines [24].