The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.
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Net profit soared by 8 times! Will Semiconductor achieved a revenue of 12.09 billion yuan in the first half of the year, a year-on-year increase of 36.5%. | Financial Report News
Will Semiconductor's net income attributable to shareholders of the parent company in the first half of the year was 1.367 billion yuan, an increase of 792.79% year-on-year. The net profit after deducting non-recurring gains and losses soared by 1837.73% year-on-year.
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