电子行业周报：OPPOFind N3折叠屏手机降价，苹果iPad mini 7开启预购

Investment Rating - The report maintains an "Overweight" rating for the electronic industry [1] Core Insights - The report highlights that the price reduction of the OPPO Find N3 foldable smartphone is expected to benefit the related supply chain, potentially accelerating the replacement cycle for smartphones [4][5] - The Apple supply chain is anticipated to benefit from the pre-order of the iPad mini 7, which features significant upgrades including the A17 Pro chip, expected to enhance product competitiveness and drive user upgrades [4][16] - 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 [5][14] - The advanced packaging segment is set to benefit from the construction of a new R&D line by Japanese chip manufacturer Rapidus, which will enhance the importance of advanced packaging in the computing era [6][18] Summary by Sections 1. Core Insights and Investment Recommendations - The report emphasizes the growth potential in the foldable screen supply chain due to the OPPO Find N3's price drop and the upcoming iPad mini 7's pre-order, suggesting a focus on companies like Dongmu Co., Jingyan Technology, and others in the foldable screen sector [4][7] - The passive components sector is also highlighted for its growth potential, with recommendations to focus on companies like Sanhuan Group and Fenghua Hi-Tech in the MLCC field [7] 2. Market Review - During the week of October 14-18, the A-share Shenwan Electronics Index rose by 9.65%, outperforming the CSI 300 Index by 8.67 percentage points [8] - The performance of various sub-sectors within the electronics industry showed significant gains, with Other Electronics II leading at 13.66% [8][9] 3. Industry News - Major passive component manufacturers are expected to raise prices, benefiting from the recovery in smartphone and PC markets [14] - The OPPO Find N3's launch and the iPad mini 7's pre-order are significant events that could influence market dynamics [15][16] 4. Company Dynamics - Companies like Maijie Technology and Fenghua Hi-Tech are actively enhancing their product offerings and market presence, focusing on new technologies and applications [19][20]