电子行业周报：传音折叠屏手机曝光，苹果发布会即将举办

Investment Rating - The report maintains an "Overweight" rating for the electronic industry [5][8]. Core Insights - The foldable screen market is expected to benefit from the exposure of Transsion's new foldable smartphones, Tecno Phantom V Fold2 and Phantom V Flip2, which feature significant design improvements and advanced specifications [5][6]. - Apple's upcoming product launch on September 10 is anticipated to drive the replacement cycle for users, benefiting the related supply chain [6][15]. - The passive components sector, including major manufacturers like Murata and TDK, is expected to see price increases of approximately 10% to 20% due to rising demand from smartphone and PC markets [6][14]. - Advanced packaging equipment sales are projected to grow by over 10% in 2024, driven by increasing demand for AI servers and advancements in packaging technologies [6][16]. Summary by Sections 1. Core Insights and Investment Recommendations - The foldable screen industry is poised for growth with the launch of new models, suggesting a focus on companies like Dongmu Co., Jingyan Technology, and others [8]. - The Apple supply chain is expected to benefit from the new iPhone launch, with recommended companies including Luxshare Precision and others [8]. - The passive components sector is likely to grow due to rising prices and demand, with specific companies highlighted for investment [8]. - The advanced packaging segment is also expected to see accelerated growth, with recommended companies such as Yongxi Electronics and others [8]. 2. Market Review - The A-share Shenwan Electronics Index rose by 3.43% during the week of August 26 to August 30, outperforming the CSI 300 Index by 3.6 percentage points [9][10]. - Among the secondary sectors, "Other Electronics II" saw the highest increase at 5.99%, while "Optical and Optoelectronics" had the lowest at 2.67% [9][10]. 3. Industry News - Major passive component manufacturers are expected to raise prices by 10% to 20% due to market conditions [14]. - Apple has officially announced a product launch event for September 10, expected to unveil new iPhone models [15]. - TrendForce forecasts a growth of over 10% in advanced packaging equipment sales in 2024, driven by AI server demand [16]. - Transsion's new foldable smartphones have been revealed, indicating potential growth in the foldable screen market [17]. 4. Company Dynamics - Unigroup Guowei focuses on special integrated circuits and smart security chips, achieving high-level international certifications [18]. - Silan Microelectronics' subsidiary is expected to release new circuit capacity in Q1 2025, indicating growth in production capabilities [19].