电子行业周报：元太宣布开发芯片T2000，苹果放开第三方支付

Investment Rating - The industry investment rating is maintained at "Overweight" for the electronics sector [1]. Core Insights - Passive Components: Major manufacturers like Murata and TDK are expected to raise prices for certain products, with anticipated increases of approximately 10% to 20% due to the upcoming smartphone season and a recovering PC market, benefiting domestic passive component manufacturers [5][15]. - Computing Chips: E Ink Holdings has developed a new timing control chip, T2000, which is expected to enhance the computing chip supply chain as AI demand continues to rise [5][16]. - Apple Supply Chain: Apple will allow third-party access to its iPhone payment chip, enhancing competition with Apple Pay and potentially accelerating user upgrades, benefiting the related supply chain [5][17]. - Advanced Packaging: TSMC is urgently hiring advanced packaging technicians, with salaries significantly higher than the industry average, indicating the growing importance of advanced packaging in the computing era [5][18]. Summary by Sections 1. Core Insights and Investment Recommendations - The report continues to favor the passive components supply chain, AI-driven computing chip supply chain, Apple Intelligence-related supply chain, and advanced packaging as key areas for investment [6]. 2. Market Review - During the week of August 12-16, the A-share Shenwan Electronics Index rose by 0.66%, outperforming the CSI 300 Index by 0.24 percentage points [8]. - The performance of the Shenwan Electronics secondary sectors varied, with "Other Electronics II" leading at 5.4% growth, while "Electronic Chemicals II" fell by 1.26% [10]. 3. Industry News - Major passive component manufacturers are expected to increase prices by 10% to 20% due to rising demand from smartphone launches and a recovering PC market [15]. - E Ink Holdings announced the development of the T2000 chip, which significantly improves speed and energy efficiency for electronic paper applications [16]. - Apple will permit third-party use of its payment chip, enhancing competition and potentially benefiting the supply chain [17]. - TSMC is actively recruiting for advanced packaging roles, with salaries approximately 40% higher than the industry average, reflecting the growing demand in this area [18]. 4. Company Dynamics - Companies like Sunlord Electronics are positioning their inductors for applications in AI smart glasses, indicating a trend towards integrating basic components into advanced technologies [19]. - KTC focuses on providing thermal management solutions for data centers, showcasing the diversification of electronic component applications [20]. - Ruikeda's connectors are being utilized in flying car projects, highlighting innovation in the industry [21]. 5. Company Announcements - New Clean Energy reported a 15.16% increase in revenue for the first half of 2024, while Crystal Morning's net profit surged by 96.06% [22].