消费电子系列跟踪：关注下周安卓旗舰机和iOS18.1上线表现

Investment Rating - The industry rating is "Outperform the Market" [4][10] Core Viewpoints - The consumer electronics sector is at a turning point driven by AI innovation and continuous product launches from major players [3] - AI is expected to first impact mature consumer electronics like smartphones, leading to increased demand and higher average selling prices (ASP) [3] - The introduction of new flagship devices with advanced AI capabilities is anticipated to accelerate replacement cycles among existing users [3] Summary by Sections Market Performance - The consumer electronics index increased by 1.22% during the week of October 21-25, outperforming the Shanghai Composite Index which rose by 0.79% [2] - Notable stock performances included Blue Special Optics (+14.07%), Shiyun Circuit (+12.98%), and Gongda Electronics (+10.09%) [2] Technological Advancements - Qualcomm's Snapdragon 8 Elite was launched, featuring significant upgrades in CPU and GPU performance, with a 45% increase in CPU performance and a 40% increase in GPU performance [2] - The Snapdragon 8 Elite will debut in devices such as the Xiaomi 15 series and Honor Magic 7 Pro, enhancing AI capabilities and user experience [2] Upcoming Events - iOS 18.1 is set to launch on October 28 in North America, with new flagship devices from Honor and Xiaomi expected to be released shortly thereafter [3] Investment Recommendations - Investors are advised to focus on the Apple supply chain, including companies like Luxshare Precision, Dongshan Precision, and Lens Technology [4] - Other sectors of interest include smart speakers and AIPC industry chains, highlighting companies such as Edifier and Lenovo Group [4]