电子行业周报：纯血鸿蒙即将公测，全场景智能新品带动安卓链Q4回升

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The report highlights significant developments in various sectors of the electronics industry, including mobile phones, security monitoring, storage, IoT hardware, and automotive electronics [2][3]. - It provides a review of market performance, indicating trends in stock performance within the electronic sector [2][3]. Summary by Sections 1. Important News in the Electronics Industry - The report covers key news in the mobile phone industry, security monitoring, storage, display panels, IoT hardware, PC industry, automotive electronics, and Huawei's product launches [2]. 2. Market Review - The report includes a review of industry sector performance and individual electronic stock performance, indicating the overall trends and movements within the market [2][3]. 3. Charts and Data - Various charts illustrate trends in smartphone shipments and market share from 2023 to 2024, as well as global security camera shipment volumes [3]. - The report also includes forecasts for PC shipments and market sizes in different regions [3]. 4. Future Projections - The report discusses future projections for the AI market, indicating a growth rate of 25% by 2030 [26]. - It also highlights the expected growth in the used vs. new smartphone market, with a forecasted growth of 64% [14]. 5. Company-Specific Insights - The report provides insights into specific companies, such as SK Hynix, detailing their financial performance and product offerings in the memory module sector [19][22]. - It also discusses the competitive landscape in the AI and IoT sectors, emphasizing the importance of innovation and market adaptation [28][29].