The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.
① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.
The USA is expected to relax regulations on autonomous driving autos, institutions say the industry is about to enter a period of explosive growth.
According to informed sources, members of the transition team for usa's incoming president Trump have told advisors that they plan to prioritize the federal framework for fully autonomous autos as one of the Department of Transportation's main focuses. Secondly, Huafu Securities stated that high-level autonomous driving is accelerating its commercialization and has entered a new stage in areas such as regulations, technology, and capital operations. After several years of development and accumulation, the industry is about to enter a period of explosive growth.
The Huawei Kaggle master-level AI agent has been born, and domestic AI applications are expected to continue to prosper.
① According to Kaggle's promotion system, the end-to-end autonomous data science agent - Agent K v1.0, jointly launched by Huawei's Noah's Ark Lab and University College London team, has already earned 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source securities indicate that the progress of domestic AI agents is positive, and the application of AI is expected to thrive.
Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.
①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.
Taiwan Semiconductor CoWoS packaging capacity is in short supply, the advanced packaging industry continues to be highly prosperous.
taiwan semiconductor has obtained nvidia's consent to raise prices next year, with the price of the 3nm process possibly increasing by up to 5%, and the CoWoS packaging price increasing by about 10% to 20%. citic sec believes that advanced packaging technology has become an important path in the "post-Moore era" and surpassing Moore. Focus on manufacturers and packaging and testing companies investing in advanced packaging technology, as well as supply chain related equipment vendors.
Net profit increased by over 268 times year-on-year! Semiconductor concept stocks disclosed the third-quarter report of 27.7 billion | Highlights of post-market announcements.
Suzhou Jinfu Technology: In the future, its subsidiary Maizhi Technology will actively communicate with various ODMs and cloud service manufacturers of NVIDIA to discuss potential equipment needs and order situations.