The smartphone industry chain is generally rising, as of the time of submission, Sunway Optics (02382) rose 3.51% to HKD 48.7; Tongda Group (00698) rose 3.26% to HKD 0.095; Q-Tech (01478) rose 3.2% to HKD 4.19.
According to the WiseNews app, the smartphone industry chain is generally rising, as of the time of submission, Sunway Optics (02382) rose 3.51% to HKD 48.7; Tongda Group (00698) rose 3.26% to HKD 0.095; Q-Tech (01478) rose 3.2% to HKD 4.19; Cowell (01415) rose 1.15% to HKD 22.
On the news front, major domestic and foreign mobile phone manufacturers have stepped into the AI smartphone wave. Apple recently released Apple Intelligence, which integrates powerful generative AI features that can be applied to many of Apple's products. Domestic mobile phone giants, such as Huawei, Xiaomi, OPPO and vivo, have also made early layouts and continue to make new progress. Among them, Huawei's Hongmeng operating system is deeply integrated with large-scale AI models, achieving an AI-based ecosystem layout.
Oriental Securities believes that the landing of large AI models on mobile phones will become a trend, injecting new power into the smart phone manufacturing industry, while the daily and frequent application of AI poses higher requirements for mobile phone hardware and accessories, promoting the iteration of mobile phone hardware and benefiting mobile phone component suppliers. Huajin Securities also said that as the two major end devices, smartphones and PCs will significantly benefit from AI's all-round experience upgrade, which is expected to bring a new round of replacement waves; end-side AI devices will upgrade from software to hardware configuration, bringing new life to the supply chain.