人工智能技术的日益普及，促使AI手机、AIPC等消费电子产业持续复苏

Investment Rating - The report indicates a positive outlook for the consumer electronics industry, particularly in the smartphone and PC segments, with expected growth in shipments and market share for high-end devices [15][19]. Core Insights - The consumer electronics industry is experiencing a recovery and multi-directional development, driven by the increasing demand for smartphones, PCs, and tablets [2][13]. - The global smartphone market is projected to grow by 5.8% in 2024, reaching 1.23 billion units, with significant contributions from generative AI features attracting more buyers [15]. - The foldable smartphone market is expected to grow at a compound annual growth rate (CAGR) of 30% from 2024 to 2028, indicating a maturation of foldable technology [19]. - The PC market is showing signs of recovery, with a 1.3% increase in total shipments in Q3 2024, driven by rising demand for AI PCs [8][30]. Smartphone Segment - The global smartphone shipment volume is forecasted to increase significantly, with a strong performance in the first half of 2024, particularly in high-end models [15][17]. - The penetration of foldable and AI smartphones is rising, with foldable smartphone shipments expected to reach approximately 18 million units in 2024, reflecting a 3% year-over-year growth [19]. PC Segment - The global PC market is experiencing a resurgence, with total shipments reaching 66.4 million units in Q3 2024, marking a 1.3% increase [8]. - The demand for AI PCs is on the rise, with predictions of 1 million AI Notebook PCs shipped in 2024, and an expected growth to over 18 million units by 2028 [29]. Tablet Segment - The global tablet market saw a significant growth of 20.4% in Q3 2024, with total shipments surpassing 39.6 million units, indicating a recovery in consumer demand [30]. - Major players in the tablet market include Apple, Samsung, and Amazon, with Apple holding a market share of 31.7% in Q3 2024 [25].