Core Viewpoint - Goldman Sachs reports that BYD Electronics (00285) management anticipates higher unit value from upcoming foldable smartphones from major brand clients, which is expected to support future growth [1] Group 1: Business Outlook - Management remains optimistic about the AI infrastructure cycle and is seeking opportunities among global and local clients [1] - BYD Electronics expects an increase in automotive parts business shipments by 2026, with a faster rise in suspension system shipments and greater penetration of ADAS systems into more economical models [1] Group 2: Strategic Focus - The company maintains a positive view on its strategy of focusing on leading clients and expanding its product line into AI infrastructure [1] - Goldman Sachs reiterates a "Buy" rating for BYD Electronics with a target price of HKD 53.08 [1]