电子行业周报：三星发布两款折叠屏手机，苹果2024款14/16英寸MacBook Pro开售

Investment Rating - The industry investment rating is maintained at "Overweight" [2][11]. Core Insights - Samsung has launched two foldable smartphones, which are expected to benefit the related supply chain. The new models are priced starting at 9999 yuan [2][6]. - The release of the 2024 MacBook Pro by Apple, featuring M4, M4 Pro, and M4 Max chips, is anticipated to drive the replacement cycle in the related supply chain [2][7]. - Passive components from leading manufacturers like Murata and TDK are expected to see price increases of approximately 10% to 20%, benefiting the passive components supply chain [2][8][9]. - Japan's Rapidus has commenced the construction of an advanced packaging R&D line, which is expected to enhance the related supply chain's growth [2][10]. Summary by Sections 1. Core Insights and Investment Recommendations - Foldable Screen: Samsung's new foldable smartphones are expected to accelerate the replacement cycle, benefiting the supply chain [2][6]. - Apple Supply Chain: The launch of the 2024 MacBook Pro is expected to drive growth in the related supply chain [2][7]. - Passive Components: Price increases in passive components are anticipated, benefiting the supply chain [2][8][9]. - Advanced Packaging: The importance of advanced packaging is growing, with related supply chains expected to benefit [2][10]. 2. Market Review - The A-share Shenwan Electronics Index rose by 9.36% from November 4 to November 8, outperforming the CSI 300 Index by 3.86 percentage points [12]. - Among the sub-sectors, semiconductors led with an 11.98% increase, while consumer electronics saw a 5.61% rise [12][13]. 3. Industry News - Murata and TDK are expected to raise prices for certain passive components by 10% to 20% due to increased demand from smartphone manufacturers and a recovering PC market [17]. - Rapidus has started building an advanced packaging R&D line, with operations expected to begin in April 2026 [17]. 4. Company Dynamics - Dongshan Precision is focusing on serving electric vehicle clients in its Mexico and U.S. factories, while its Thailand factory is investing in PCB business [20]. - Fenghua Advanced Technology emphasizes technological innovation, with significant R&D investments planned for 2024 [20]. 5. Company Announcements - Pengding Holdings reported a 2.18% decrease in consolidated revenue for October 2024 compared to the same period in 2023 [23].