电子周跟踪：百度发布首款AI眼镜，先进制程对国内供应趋严

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the electronic industry, indicating an expected price increase exceeding the benchmark index by more than 10% [2][76]. Core Insights - The report highlights that AI is driving a new wave of innovation in consumer electronics, with major smart devices like smartphones and PCs rapidly integrating AI capabilities. This trend is expected to create opportunities for component suppliers with strong technological capabilities [5][76]. - The report notes a tightening supply of advanced process nodes (7nm and below) from major manufacturers like TSMC and Samsung, suggesting a long-term trend towards self-sufficiency in advanced manufacturing equipment and processes for domestic companies [5][76]. - The report emphasizes the importance of focusing on domestic replacements for equipment, materials, and components, as well as the demand for high-performance chips driven by AI technology [5][76]. Market Overview 1. Market Performance - The overall market experienced a decline during the week of November 11-15, 2024, with the Shanghai Composite Index down 3.52%, Shenzhen Component Index down 3.70%, and the ChiNext Index down 3.36%. The semiconductor sector saw a more significant drop, with the Wind Semiconductor Index down 4.99% [19][20]. 2. Sector Performance - Among the sub-sectors, semiconductor materials had the smallest decline at -0.64%, while consumer electronics and integrated circuit packaging and testing fell by -2.01% and -2.63%, respectively [21][22]. 3. Individual Stock Performance - The top five gainers included Heertai (+51.09%), Youyan New Materials (+42.61%), Shisheng Intelligent (+35.94%), *ST Meixun (+23.30%), and Fuliwang (+21.68%). Conversely, the largest decliners were Landai Technology (-33.09%), Huaying Technology (-31.27%), Guangzhi Technology (-21.45%), Gree Precision (-20.08%), and Bodao Shares (-18.67%) [31][32]. Data Tracking - The report cites a 6% year-on-year increase in global silicon wafer shipments in Q3 2024, reaching 3,214 million square inches, indicating a continued upward trend since Q2 2024 [69][71]. - The AI PC market share rose to 20% in Q3 2024, with shipments reaching 13.3 million units, reflecting a 49% increase [71]. Industry News - Samsung has responded to rumors about pausing supply of 7nm and below process nodes, stating it cannot comment on customer-related matters [69]. - Baidu launched its first AI glasses, which are expected to be available in the first half of 2025, showcasing advancements in AI hardware [69]. - TSMC is currently prohibited from producing 2nm chips outside Taiwan, which may impact its future production plans [69].