电子行业周报（2024年第45周）

Investment Rating - The report maintains an "Outperform" rating for the electronic industry [3]. Core Insights - The electronic industry experienced a decline of 2.2% in the week of October 28 to November 1, 2024, ranking 24th among 31 sectors in the Shenwan classification [6][8]. - The semiconductor sector saw a significant drop, with the semiconductor index down 4.3% and global semiconductor sales in September 2024 reaching $55.32 billion, a year-on-year increase of 23.2% [15][18]. - The smartphone market in China showed mixed results, with shipments in July, August, and September 2024 at 22.17 million, 21.10 million, and 23.72 million units respectively, reflecting a year-on-year change of 28.3%, 17.7%, and -25.7% [23]. Market Overview - The electronic industry overall declined by 2.2% during the reporting week, with major indices such as the Shanghai Composite Index down 0.8% and the Shenzhen Component Index down 1.5% [6]. - Within the electronic sector, the optical and optoelectronic industry had the highest weekly gain of 4.1%, while the semiconductor sector faced the largest decline at 4.3% [8][10]. High-Frequency Data Tracking Semiconductor Industry - As of November 1, 2024, the Shenwan semiconductor index was at 4442.4, down 4.3% for the week, while the Philadelphia semiconductor index was at 5001.4, down 4.1% [13]. - Global semiconductor sales for September 2024 were $55.32 billion, marking a 23.2% year-on-year increase [18]. Consumer Electronics Industry - Smartphone shipments in China for July, August, and September 2024 were 22.17 million, 21.10 million, and 23.72 million units, with a year-on-year change of 28.3%, 17.7%, and -25.7% respectively [23]. - Prices for LCD TV panels remained stable or decreased in October 2024, with various sizes holding steady [25]. Industry News and Announcements - Infineon has launched the world's thinnest silicon power wafer, reducing thickness to 20 micrometers and increasing diameter to 300 millimeters, enhancing power conversion efficiency [28]. - Gartner predicts that AI PCs will account for 43% of total PC shipments by 2025, up from 17% in 2024, indicating a significant shift towards AI-integrated devices [29]. - The global AMOLED smartphone panel market saw a robust growth of 25.3% year-on-year in Q3 2024, with Samsung holding a 45.2% market share [30].