It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.
① The smartphone industry's “flagship battle of the year” has begun. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship phones in October. ② Open Source Securities said that with supply chain stability and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80-90 million units by 2025.
fujian foxit software development joint stock: increase market layout in Southeast Asia and the Middle East, planning to include more AI assistant features | directly focus on earnings conference
①fujian foxit software development joint stock will continue to plan more AI assistant functions; ②As of now, the new products released by the company have not yet generated substantial revenue. Its director admitted that the company is reassessing the commercial prospects of the new products. Some may be optimized and merged before commercialization, while others may be planned for third-party collaborations.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.
A new foldable screen phone has been exposed, and institutions believe that foldable terminals have the potential to open up a larger market space.
①Transsion's brand Tecno recently showcased the Phantom Ultimate 2 foldable phone, equipped with 2 hinges, 3 panels, and a thickness of 11 millimeters when folded. ②East Money Information Securities stated that with the gradual iteration and updates of technologies such as Huawei's tri-fold screen patent, foldable terminals are expected to open up a larger market space.