电子行业周报：联想或在AIPC部署大模型，苹果iPhone 16e发布

Investment Rating - The industry investment rating is maintained as "Increase" [6] Core Insights - Lenovo Group plans to deploy the DeepSeek large model locally on AI PCs, which is expected to benefit the related supply chain [12][27] - Apple has launched the iPhone 16e, which is anticipated to positively impact the related supply chain [13][27] - TSMC plans to invest $17.141 billion in advanced processes and packaging, indicating a growing importance of advanced packaging in the computing era [14][29] - Domestic semiconductor equipment sales are projected to grow by 35% in 2024, exceeding 110 billion yuan, suggesting a speeding up of the domestic semiconductor industry [15][28] Summary by Sections 1. Core Insights and Investment Recommendations - AI Edge: Lenovo's deployment of DeepSeek is expected to benefit the supply chain [12] - Consumer Electronics: The launch of iPhone 16e is expected to benefit the supply chain [13] - Advanced Packaging: TSMC's investment in advanced technology is expected to benefit the supply chain [14] - Domestic Substitution: Projected growth in domestic semiconductor equipment sales indicates a speeding up of the domestic industry [15] 2. Market Review - The A-share Shenwan Electronics Index rose by 6.96%, outperforming the CSI 300 Index by 5.96 percentage points [18] - The semiconductor sector led the gains with an increase of 8.36% [20] 3. Industry News - Lenovo is the first PC manufacturer to deploy DeepSeek locally [27] - Apple has launched the iPhone 16e with a starting price of 4,499 yuan [13][27] - TSMC's investment plan includes upgrading advanced technology and packaging capacity [14][29] - Domestic semiconductor equipment sales are expected to grow significantly in 2024 [15][28] 4. Company Dynamics - Yutong Optical maintains a leading position in the security lens market [30] - Jingce Electronics is a leading enterprise in the domestic semiconductor testing equipment sector [30]