The annual cold repair scale of photovoltaic glass has exceeded 0.01 million tons per day, and glass prices are expected to bottom out and rebound.
① Multiple industry insiders have told reporters that the current cold repair scale of the entire industry exceeds 12,000 tons per day. ② According to research reports from CSC Securities, in the short term, with the upward production of Q3 components, the prices of some auxiliary materials such as film and glass may hit bottom and rebound.
Lenovo will showcase its new generation of AIPC products. It is expected that the shipment volume of AIPC will double next year.
① Lenovo's official WeChat account announced that it will participate in the 2024 Berlin Consumer Electronics Show (IFA) on September 5th, showcasing the new generation of AIPC products. ② Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated industry penetration, and 2024 is expected to be the year of large-scale AIPC shipments.
The Huawei 5G Core Network Summit is about to be held, and 5G infrastructure is expected to see a simultaneous rise in quantity and price.
According to the official account of Huawei Cloud Core Network, the 9th 5G Core Network Summit will be held in Dubai on September 10-11, 2024. Huachuang Securities believes that with the launch of 5.5G construction, the domestic 5G infrastructure sector is expected to usher in another wave of growth in both quantity and price after the evolution from 4G to 5G.
The Ministry of Industry and Information Technology plans to implement large-scale digital transformation and upgrading of equipment, which will catalyze the industrial software sector.
The Ministry of Industry and Information Technology is soliciting public opinions on the 'Implementation Plan for the Digital Transformation of Light Industry (Draft for Solicitation of Comments)'. It proposes to promote the application of programmable logic controllers (PLC), distributed control systems (DCS), and other industrial control systems, industrial robots, intelligent testing equipment, manufacturing execution systems (MES), and intelligent equipment automation.
Foldable screen phones catalyze the maturity of titanium alloy 3d printing technology, which is expected to become the next trend in consumer electronics.
Open source securities machinery team believes that, on the one hand, 3d printing is a confirmed industrial trend, with 2024-2026 being a stage of accelerated volume expansion. On the other hand, the pullback range of 3d printing core symbol has approached 40%, and the next thematic direction for consumer electronics may be "titanium alloy 3d printing".
Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.
① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.