电子行业周报（2024年第46周）

Investment Rating - The report maintains an "Outperform" rating for the electronic industry [3] Core Insights - The electronic industry experienced a weekly increase of 9.4%, ranking 5th among 31 sectors in the Shenwan classification [6][8] - The semiconductor sector showed significant growth, with a weekly increase of 12.0%, while electronic chemicals II also performed well with an 11.9% increase [8][10] - Global semiconductor sales reached $55.32 billion in September 2024, marking a year-on-year growth of 23.2% [18] - The smartphone market saw a slight increase in shipments, with a total of 307 million units shipped globally in Q3 2024, a 2% year-on-year increase [30] Market Overview - The electronic industry saw a weekly increase of 9.4%, outperforming major indices such as the Shanghai Composite Index, which rose by 5.5% [6] - The semiconductor and electronic chemicals II sectors led the gains with increases of 12.0% and 11.9%, respectively [8][10] - The overall market sentiment remains positive, with significant trading volumes in the semiconductor sector [10] High-Frequency Data Tracking Semiconductor Industry - The Shenwan Semiconductor Index reached 4974.6 on November 8, 2024, with a weekly increase of 12.0% [15] - The Philadelphia Semiconductor Index also showed a year-on-year increase of 50.6% as of September 30, 2024 [15][18] - Major chip prices have seen slight declines, with DDR4 (16Gb) priced at $3.18, down 0.04 from the previous week [20] 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, respectively, with a notable decline in September [24] - The average selling price of smartphones has increased, contributing to a 10% year-on-year growth in global smartphone revenue [30] - Prices for LCD TV panels remained stable or declined slightly in October 2024, indicating a competitive market environment [26] Industry News and Important Announcements - Xiaomi's 15 series achieved over 1 million units sold shortly after launch, indicating strong market demand and acceptance of higher-priced models [28] - Apple's iOS 18.1 update introduced new AI features, enhancing user experience and showcasing the company's commitment to innovation [29] - Counterpoint Research reported that the global smartphone market reached record highs in revenue and average selling price in Q3 2024 [30]