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Is the Global Smart Phone market recovering, signaling the arrival of 'spring' for domestic Consumer Electronics stocks?
① What is the sales data trend for the Global Smart Phone market in the fourth quarter of 2024? ② In the domestic Smart Phone market, what impact has the trade-in strategy had on sales?
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Hong Kong stocks fluctuated | Apple Supplier stocks fell widely today, Sunny Optical (02382) dropped over 5%, and Apple announced a maximum price reduction of 800 yuan.
Apple Suppliers stocks fell broadly today. As of the time of writing, Sunny Optical (02382) dropped by 5.37% to HKD 65.15; BYD Electronics (00285) fell by 5.11% to HKD 39.9; FIH (02038) decreased by 4.35% to HKD 0.88.
[Brokerage Focus] Goldman Sachs: China's smart phone market welcomes the innovation wave of foldable phones, new forms and component upgrades become growth drivers.
Goldman Sachs' latest research report titled "China's Smart Phones: Surge in Foldable Phone Patents, New Forms and Component Upgrades Lead Growth" points out that the institution has reviewed the patents for foldable phones and the pipeline for new models, holding an optimistic view on the future market penetration of foldable phones. The report emphasizes a significant increase in the number of patents submitted in 2024, reflecting the following trends: 1) The development of new forms, shifting from clamshell and horizontal foldable phones to three-fold and four-fold phones, which is expected to enhance the value of the supply chain; 2) Component upgrades: more durable panels and newly designed hinges, especially for three-fold phones.
Foxconn's parent company, fujifilm holdings corporation unsponsored adr, announced its entry into the OpenUSD alliance.
Jinwu Financial News | Foxconn's parent company Hon Hai announced its membership in the OpenUSD Alliance, supporting the construction of a 3D ecosystem to promote cooperation among various global industries and advance the standardization of general scene descriptions. The OpenUSD Alliance was jointly established in August 2023 by Pixar, adobe, Apple, Autodesk, and NVIDIA, aiming to establish OpenUSD as an international cross-industry standard to maximize compatibility and facilitate broader adoption, integration, and implementation.
Pmacshark : Time to push