The mobile phone industry chain declined across the board. As of press release, Sunyu Optics (02382) fell 6% to HK$35.25; Qiu Ti Technology (01478) fell 5.45% to HK$3.12; Gaowei Electronics (01415) fell 5.24% to HK$15.56; and Fuzhikang Group (02038) fell 4.35% to HK$0.66.
The Zhitong Finance App learned that the mobile phone industry chain has declined across the board. As of press release, Sunyu Optics (02382) fell 6% to HK$35.25; Qiu Ti Technology (01478) fell 5.45% to HK$3.12; Gaowei Electronics (01415) fell 5.24% to HK$15.56; and Fuzhikang Group (02038) was 4.35% to HK$0.66.
Huatai Securities pointed out that TSMC's first-quarter results showed that Q1's smartphone revenue fell 16% month-on-month, causing 3nm's share of revenue to fall 6pct to 9% month-on-month, mainly due to seasonal factors. Major OEMs will release new models one after another in the second half of 24. Apple's production demand will gradually pick up, and the increase in new customers such as Qualcomm and MediaTek will drive the company's 3nm revenue to pick up rapidly, and the annual revenue contribution is expected to reach 15%. Consumer electronics demand showed a slow recovery trend throughout the year.
In addition, the Huawei Pura 70 series will go on sale on April 18, with a starting price of 5499 yuan. TechInsights released a report that the Huawei Pura 70 series is expected to ship more than 10 million units in 2024. According to IDC data, the decline in Apple's iPhone market share in China directly affected the company's overall global shipments. According to the report, Apple's smartphone and iPhone shipments in the first quarter were 50.1 million units, down 9.6% from 55.4 million units in the same period last year.