Zhi Tong Cai Jing·2025-12-10 08:37Group 1 - The 3C supply chain is benefiting from the cyclical recovery of its industry and the accelerated penetration of AI at the edge, presenting growth opportunities [1] - The 3C supply chain's specialized manufacturing model of "components-modules-finished products" is well-suited for the mass production phase of humanoid robots [1] - Companies like Luxshare Precision and Lens Technology are leveraging their experience in the 3C sector to expand into humanoid robotics, focusing on module and finished product manufacturing [1] Group 2 - The 3C terminal market, represented by smartphones, is entering a recovery cycle, providing a foundation for industry growth [2] - Major tech companies are accelerating the deployment of AI at the edge, which is expected to drive a new replacement cycle for terminal products [2] - Companies like Apple, Google, and ByteDance are competing to enhance their mobile devices with AI capabilities, which could lead to significant growth in the 3C industry [2]