电子行业周报：闪极科技发布AI眼镜，看好端侧AI硬件创新浪潮

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The electronic industry has shown a significant performance increase, ranking 2nd out of 31 sectors during the period from December 16 to December 20, with a growth of 3.55% [8][26] - The semiconductor sector is experiencing a surge in demand, particularly for AI-related products, with companies like NVIDIA reporting full production capacity for their AI servers [9][28] - The report highlights the importance of domestic semiconductor production in China, indicating that local manufacturers are expanding their capabilities to meet rising demand [21] Sub-industry News Summary Semiconductor - NVIDIA's CEO confirmed that the GB200 AI server production is running smoothly, with a performance increase of 30 times compared to previous models [9] - The U.S. Department of Commerce approved a subsidy of up to $458 million for SK Hynix to support its advanced chip packaging factory in Indiana, which is crucial for the domestic semiconductor supply chain [29] AI, IoT, and Automotive Electronics - Shenzhen has implemented measures to establish itself as a leading city in AI, including financial incentives for AI model applications [31] - Meta has upgraded its Ray-Ban smart glasses to include real-time AI capabilities, enhancing user interaction and functionality [32] Mobile & 5G - Vivo has partnered with Dixon Technologies to establish a joint venture focused on smartphone production in India, where Vivo holds a significant market share [15] - The entry-level smartphone market in Vietnam is booming, with Xiaomi leading with a 27% market share [33] LCD & LED - TrendForce predicts that the penetration rate of OLED in laptops will exceed 5% by 2027, driven by major brands adopting OLED technology [36] Industry Investment Strategy and Weekly Outlook - The report suggests focusing on companies involved in high-speed PCB manufacturing, AI chip design, and advanced packaging technologies, as these sectors are expected to benefit from the AI boom [17][18] - Key companies to watch include Huadian Technology, Industrial Fulian, and various semiconductor equipment manufacturers [21][22]