据财联社主题库显示，相关上市公司中：According to the data released by IDC, Huawei shipped 8.883 million wrist devices in the global market in the second quarter of 2024, with a shipment volume of 5.965 million units in the Chinese market, becoming the number one in both the global and Chinese wrist-wearing markets. Shanxi Securities believes that domestic consumer electronics leading manufacturers are bullish on the prospects of wearable devices. With the continuous maturity of AI technology on the device side, wearable devices will become a new outlet for the implementation of AI.
According to the 'Global Wearable Device Market Quarterly Tracker' for the second quarter of 2024 released by international data company (IDC), the global shipment volume of wrist-wearing devices in the second quarter of 2024 was 43.74 million units, a year-on-year decrease of 0.7%, and the shipment volume of wrist-wearing devices in the Chinese market was 15.55 million units, a year-on-year increase of 10.9%, with a development speed significantly exceeding the global market. In terms of manufacturer rankings, Huawei shipped 8.883 million units globally and 5.965 million units in the Chinese market in that quarter, becoming the dual number one in the global and Chinese wrist-wearing markets in the second quarter of 2024.
Wearable smartwatches are innovative products that integrate mobile internet technology and microcomputer technology. Its birth stems from the growing demand for portability, instant information access, and health monitoring. Smartwatches not only inherit the basic function of displaying time from traditional watches, but also realize diversified applications such as notification reminders, health data tracking, exercise management, GPS navigation, and mobile payments through the built-in smart systems. It provides users with a more convenient and efficient lifestyle and health management tool. Recently, Huawei Sports Health held a press conference in Songshan Lake, Dongguan, officially launching the core technology brand 'TruSense System'. Shanxi Securities believes that the launch of the new TruSense System by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the prospects of wearable devices. With the continuous maturity of AI technology on the device side, wearable devices will become a new outlet for the implementation of AI. Huaxin Securities pointed out that with the integration of generative AI and terminal hardware, smartwatches are expected to integrate more AI functions, thereby opening up new growth avenues for the market.
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Daoming Optics & Chemical's graphene film is applied to the Nubia Red Magic 9 Pro, Z50 model phone, OPPO Find N3 Flip folding screen phone; as well as HW brand watch4 series, Robo & Kala, Lenovo and other brand products.
Token Sciences' mobile phone display module business has been serving high-end customers at home and abroad, including H customers, Honor, OPPO, VIVO, Xiaomi, and others. The company provides mobile phone, wearable, NB, and PAD mid-to-high-end display module products for H customers.
