电子行业观察：小米重夺中国智能手机市场第一；台积电发布SoW-X封装系统

Group 1: Semiconductor Industry - The semiconductor industry is experiencing a focus on technological breakthroughs and supply chain collaboration, with TSMC launching the SoW-X wafer size packaging system to enhance chip integration and efficiency for AI and data center applications [1] - Texas Instruments reported a return to year-on-year revenue growth after ten quarters, driven by demand recovery in the industrial and automotive sectors [1] - The domestic semiconductor industry is accelerating its self-sufficiency, with Suzhou's electronic industry revenue growth reaching 17.64% in 2024 and net profit increasing by 716.36% [1][2] Group 2: Consumer Electronics - The consumer electronics market is undergoing structural adjustments driven by technological innovation and demand upgrades, with China's foldable smartphone shipments increasing by 53.1% year-on-year in Q1 2025 [3] - Xiaomi regained the top market share in China after ten years, with a 5% year-on-year increase in smartphone shipments, supported by its diversified product strategy and supply chain integration [3] - The panel industry is benefiting from recovering terminal demand, with a projected 2% quarter-on-quarter increase in TV panel procurement in Q2 and rising display panel prices since April [3]