电子行业周报：联发科旗舰AI芯片天玑9400正式发布，看好端侧AI、算力和自主可控

Investment Rating - The report maintains an investment rating of "Maintain" for the electronic industry [2]. Core Insights - MediaTek's flagship AI chip, Dimensity 9400, was launched on October 9, 2024, utilizing TSMC's second-generation 3nm process, achieving a 40% reduction in power consumption compared to its predecessor, enhancing battery life for devices [3][19]. - The AI chip market is projected to grow significantly, with AMD's CEO forecasting a total addressable market (TAM) for data center AI accelerators to reach $500 billion by 2028, with a compound annual growth rate (CAGR) exceeding 60% from 2023 to 2028 [3][23]. - The semiconductor industry is focusing on domestic production, with ongoing expansion in wafer and storage factories, indicating a strong trend towards localization in the next three years [3][23]. Summary by Sections 1. Market Review - From October 8 to October 11, the overall market declined, with the Shanghai Composite Index dropping 3.56%. However, the electronic industry index fell only 0.02%, ranking first among all sectors [7][8]. 2. Sub-industry News 2.1 Semiconductor - The Netherlands aims to establish a European chip industry alliance to enhance competitiveness against the US and China [12]. - AMD's updated market forecast indicates a robust growth trajectory for AI chips, with significant demand expected [13]. 2.2 AI, IoT, and Automotive Electronics - Tesla introduced its Robotaxi, Cybercab, expected to reduce ride-sharing costs significantly [16]. 2.3 Innovative Electronics & Wearables - Neuranics received £800,000 in funding for its XR wristband project aimed at enhancing human-computer interaction [18]. 2.4 Mobile & 5G - China Mobile reported over 2.3 million 5G base stations and 780 million 5G users, indicating substantial growth in 5G infrastructure [19]. 2.5 LCD & LED - LG launched a new Mini LED surgical monitor, enhancing medical imaging capabilities [20]. 3. Industry Investment Strategy and Weekly Outlook - The report highlights various companies to watch, including passive components like Sanhua Group and storage firms like Zhaoyi Innovation, as they are expected to benefit from AI demand and inventory replenishment [22].