电子行业周报：高通在CES上推出AI芯片，美光科技扩大先进封装产能

Investment Rating - The industry investment rating is maintained as "Increase" [6] Core Insights - AI Edge: The launch of the first AI camera glasses V3 by RayBird Innovation, equipped with the Tongyi Qianwen large model, is expected to benefit the related industry chain [12][31] - Consumer Electronics: Qualcomm introduced a new AI chip, Snapdragon X, at CES, aimed at enhancing PC capabilities for running AI software, which is anticipated to benefit the related industry chain [13][31] - Advanced Packaging: Micron Technology is investing approximately $7 billion to expand advanced packaging capacity in Singapore, which is expected to meet the growing demand from AI [14][32] - Domestic Substitution: The sales revenue of domestic semiconductor equipment is projected to grow by 35% in 2024, exceeding 110 billion yuan, indicating a speeding up of the domestic semiconductor industry chain [15][34] Summary by Sections Core Insights and Investment Recommendations - AI Edge: The industry chain is expected to benefit from hardware innovation, with a focus on companies like Guoguang Electric, Edifier, and others [16] - Consumer Electronics: The industry chain is expected to benefit from CES product launches, with recommendations for companies like Dongmu Co., and others [16] - Advanced Packaging: The industry chain is expected to see accelerated growth, with recommendations for companies like Yongxi Electronics and others [16] - Domestic Substitution: The industry chain is expected to grow rapidly, with recommendations for companies like Jiangfeng Electronics and others [16] Market Review - The A-share Shenwan Electronics Index rose by 1.86%, outperforming the CSI 300 Index by 2.99 percentage points [18] - The performance of the Shenwan Electronics secondary sectors ranked as follows: Components (7.02%), Semiconductors (3.34%), Electronic Chemicals II (0.39%), Others II (0.1%), Consumer Electronics (-1.23%), Optical Electronics (-2.03%) [21][24] Industry News - Qualcomm's Snapdragon X AI chip aims to provide powerful computing capabilities for PCs, with a price point expected to start at $600 [31] - Micron's new advanced packaging plant in Singapore is set to begin operations in 2026, with an investment of approximately $7 billion [32] - RayBird Innovation's strategic partnership with Alibaba Cloud for AI glasses is expected to enhance the product's capabilities [31]