电子行业周报：三星Galaxy ZFold特别版折叠屏手机供不应求，24Q3苹果iPhone16系列表现强劲

Investment Rating - The report maintains an "Overweight" rating for the electronic industry [2][8]. Core Insights - The Samsung Galaxy Z Fold special edition is in high demand, indicating potential benefits for the related supply chain. The device sold out within 10 minutes of its release in South Korea, suggesting strong consumer interest [5][15]. - Apple's iPhone 16 series has shown robust performance in Q3 2024, with a record shipment of 54.5 million units, benefiting the related supply chain [6][16]. - Passive components from leading manufacturers like Murata and TDK are expected to see price increases of 10% to 20%, which could benefit the passive components supply chain [7][14]. - Advanced packaging technology is gaining importance, with Japanese manufacturer Rapidus starting a new R&D line, which is expected to benefit the related supply chain [7][14]. Summary by Sections 1. Core Insights and Investment Recommendations - The report highlights the strong demand for the Samsung Galaxy Z Fold special edition and anticipates continued benefits for the supply chain [5]. - The iPhone 16 series has achieved significant sales, particularly in emerging markets, which is expected to drive further growth in the Apple supply chain [6]. - Recommendations include focusing on companies benefiting from the Android new releases, Apple product launches, and rising prices in the passive components sector [8]. 2. Market Review - The A-share Shenwan electronic index fell by 2.18% during the week of October 28 to November 1, underperforming the CSI 300 index by 0.5 percentage points [9]. - Among the sub-sectors, optical optoelectronics performed best with a 4.06% increase, while semiconductors saw a decline of 4.27% [9][10]. 3. Industry News - Reports indicate that leading passive component manufacturers are likely to raise prices due to increased demand from smartphone launches and a recovering PC market [14]. - Rapidus has initiated the construction of an advanced packaging R&D line, which is expected to enhance the semiconductor supply chain [14]. 4. Company Dynamics - Companies like Jiemai Technology and Liying Intelligent Manufacturing are expanding their production capacities and enhancing their technological capabilities to meet market demands [17][18]. 5. Company Announcements - Key announcements from companies such as Kai Sheng Technology and San Huan Group indicate varying revenue growth rates, with some companies reporting significant increases in net profits [20].