据财联社主题库显示，相关上市公司中：One of the largest consumer electronics exhibitions in the world, the IFA Berlin Consumer Electronics Exhibition will open on September 6, 2024. This year marks the 100th anniversary of the event.
One of the largest consumer electronics exhibitions in the world, the IFA Berlin Consumer Electronics Exhibition will open on September 6, 2024. This year marks the 100th anniversary of the event.
In the second half of the year, as the peak season for the consumer electronics industry approaches, major mobile phone manufacturers are continuously releasing new products. AI-driven consumer electronics terminals are ushering in a new wave of innovation. Minsheng Securities Fang Jing believes that due to the demand for computing resources and storage space from the localized operation of large models, the power consumption of processors and storage chips will increase significantly, posing new challenges to the power consumption management and heat dissipation efficiency of AI terminals and driving the upgrading of heat dissipation materials. The most commonly used heat dissipation materials in smartphones are graphite heat dissipation films and VC heat dissipation plates. The graphite layer of AI smartphones may need to be thickened and the materials upgraded, driving an increase in value. Market rumors suggest that Apple may switch to graphene heat sinks and metal battery casings in the iPhone 16 model to improve heat dissipation. GTJA believes that the demand for electromagnetic shielding and heat dissipation of AI smartphones will significantly increase, which is expected to further drive the volume and price increase of related products such as internal electromagnetic shielding components and heat dissipation materials.
According to the Financial Data Center, among related listed companies:
Jones Tech plc's main products include high thermal conductivity graphite products, thermal interface and encapsulation materials, heat pipes, heat dissipation plates, thermal modules, EMI shielding materials, etc., widely used in the consumer electronics industry and other industries.
Shenzhen FRD Science & Technology is a leading company in electromagnetic shielding, thermal materials, and devices. Currently, it has a high market share in electromagnetic shielding and graphite thermal products for domestic mobile phones and communication products.
