AI手機對散熱需求顯著,瑞聲科技(02018.HK)2024年VC散熱業務預計雙位數增長
AI手機時代,算力是重點,散熱也將成為重中之重!
據IDC預測,2024年全球新一代AI手機出貨量將達到1.7億部,佔智能手機整體出貨量的15%。與之相匹配的是,據Counterpoint數據,2027年生成式AI手機端側整體AI算力將會達到50000EOPS以上,而功耗將突破1000W。
手機算力和功耗的急速提升,使得散熱成為確保手機穩定運行的關鍵。高性能的AI芯片在運行過程中會產生大量熱量,如果不能及時有效地散熱,不僅會制約AI算力,甚至會影響設備的穩定運行,縮短使用壽命。相關實驗證明,電子元器件温度每升高2℃,可靠性將下降10%,温升50℃的壽命只有温升25℃的1/6。
即使是擁有A系列芯片和iOS系統的蘋果手機,也將重點考慮提升手機的散熱能力。天風國際分析師郭明錤最新的供應鏈調查指出,iPhone 16 Pro Max的電池芯之能量密度(Wh/kg)將進一步提升,為避免電池過熱,蘋果將首度採用不鏽鋼制的電池殼做為散熱方案。
石墨烯、VC均熱板等高價值量的散熱方案也將加速滲透。據NTCysd預計,2030年全球均熱板市場規模有望達20.79億美元,行業複合增長率為13.52%。
瑞聲科技最新對外披露的數據,也印證了這一發展趨勢。2023年瑞聲科技VC均熱板等產品持續放量,散熱產品收入同比增長超過100%。其VC產品已應用於小米、一加、IQOO等多個品牌熱門機型。曾作為獨家供應商,參與研發並助力小米旗艦機13 Ultra"環形冷泵技術"落地,其散熱能力相比於傳統VC提升300%。
據悉,瑞聲科技未來還將持續加大智能終端散熱產品的技術投入,創新推出3D或多層VC產品,以更好地滿足AI技術發展對散熱解決方案的升級需求。預計2024年VC散熱業務將實現雙位數以上的提升。
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