Investment Rating - The report maintains an "Overweight" rating for the electronics industry [1][7] Core Viewpoints - The demand for OLED display driver ICs (OLED DDIC) is expected to rise significantly due to the recovery in OLED panel demand across various sectors, with global shipments projected to reach 1.3 billion units in 2024, a year-on-year increase of approximately 25.4% [5] - The semiconductor industry is anticipated to initiate the construction of 18 new wafer fabs in 2025, with a projected annual capacity growth rate of 6.6%, reaching a total of 33.6 million wafers per month by 2025 [6] - The report suggests focusing on specific semiconductor stocks that are undervalued and have strong fundamentals, particularly in the AIOT SoC chip sector and analog chips [7] Market Performance Review - The SW Electronics Index increased by 1.86% over the past week, outperforming the CSI 300 Index by 2.99 percentage points, with sub-sectors such as components and semiconductors showing notable gains of 7.02% and 3.34% respectively [5]
电子行业周报：中国大陆OLEDDDIC话语权持续提升，2025年全球将开建18座晶圆厂
Shanghai Securities·2025-01-14 01:34