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AI产品推出叠加换机周期到来 消费电子行业有望迎周期拐点

With the launch of AI products and the superposition switching cycle, the consumer electronics industry is expected to reach an inflection point in the cycle

cls.cn ·  May 28 07:50

① Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”. ② The introduction of terminal products such as AIPC and AI mobile phones, combined with the advent of a switching cycle, is expected to push consumer electronics terminal sales back to a growth trajectory.

Recently, Huawei terminals announced that pre-sale of the Enjoy 70S phones will begin on May 28, focusing on “super battery life and large eye protection screen”.

Canalys published an article stating that in the first quarter of 2024, the smartphone market in mainland China picked up for the first time in two years, and shipments remained the same as the same period last year, reaching 67.7 million units. Among them, Huawei experienced 13 quarters and regained first place in the mainland China market. With the enthusiastic market response of the MATE and Nova series, the shipment volume reached 11.7 million units, and the market share reached 17%. Canalys analysts believe that one of Huawei's key strategies in 2024 is to build smart terminal AI capabilities from the bottom layer of hardware and software systems, and expand successful ICT and industry-level AI practices to the consumer electronics field. According to the Guolian Securities Research Report, since the third quarter of 2023, consumer electronics have gradually entered a recovery cycle, while many consumer electronics terminal brands have successively launched new AI hardware products, including AIPC, AI phones, and AiPin. The introduction of terminal products such as AIPC and AI mobile phones, and the advent of a superimposed switching cycle are expected to push consumer electronics terminal sales back to a growth trajectory.

According to the Finance Federation's theme library, among the relevant listed companies:

Pengding Holdings is one of the world's largest PCB production, sales and service companies. Its products are also used in the field of AI terminal consumer electronics products represented by AI mobile phones.

Chukyo Electronics stated on an interactive platform that the company's products can be applied to AI mobile phone products. Furthermore, the company indirectly provides PCB/FPC product support services for smart phones and other applications to Huawei.

The translation is provided by third-party software.


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