电子行业周报：传音推出折叠屏新机型，iPhone 16系列销量或优于iPhone 15

Investment Rating - The report maintains an "Overweight" rating for the electronic industry [5][7]. Core Insights - The launch of new foldable smartphones by Transsion is expected to benefit the related supply chain [5][20]. - T-Mobile reports that the sales of Apple's iPhone 16 series are outperforming those of the iPhone 15, indicating a positive outlook for the Apple supply chain [5][19]. - Major passive component manufacturers like Murata and TDK are expected to raise prices by approximately 10% to 20%, benefiting the passive components supply chain [5][18]. - Foxconn is evaluating the establishment of a semiconductor packaging and testing facility in Europe, which is anticipated to benefit the advanced packaging supply chain [6][21]. Summary by Sections 1. Core Insights and Investment Recommendations - Foldable Screen: Transsion has launched the PHANTOM V Fold2 5G and V Flip2 5G, which are expected to drive growth in the related supply chain [5][20]. - Apple Supply Chain: The iPhone 16 series is reportedly selling better than the iPhone 15, which may accelerate the replacement cycle among users [5][19]. - Passive Components: Price increases for passive components are anticipated due to rising demand from smartphone and PC markets [5][18]. - Advanced Packaging: Foxconn's plans for a new facility in Europe highlight the growing importance of advanced packaging in the semiconductor industry [6][21]. 2. Market Review - The A-share Shenwan Electronics Index fell by 0.17%, underperforming the CSI 300 Index by 1.49 percentage points [8][10]. - Among the sub-sectors, optical optoelectronics performed best with a 1.28% increase, while the components sector saw a decline of 2.41% [10][12]. 3. Industry News - Major passive component manufacturers are expected to increase prices by 10% to 20% due to market conditions [18]. - T-Mobile's CEO stated that the iPhone 16 series has surpassed the sales of the iPhone 15, indicating strong market demand [19]. - Transsion's new foldable smartphones feature advanced AI capabilities, which may enhance their market appeal [20]. - Foxconn is actively pursuing advanced packaging technologies and expanding its facilities to meet growing demand [21]. 4. Company Dynamics - Lixun Precision has developed a new technology for high-speed transmission in AI data centers, enhancing its competitive edge [22]. - Yongxi Electronics is focusing on high-end advanced packaging, aiming to increase its market share [23]. - Jingfang Technology specializes in integrated circuit packaging services, with applications in consumer electronics and automotive sectors [24].