电子行业周报：WWDC25和字节火山引擎大会临近，创新硬件产品值得关注

Investment Rating - Industry investment rating: Overweight [1] Core Insights - The upcoming WWDC25 and ByteDance's Volcano Engine Conference are significant events, with a focus on innovative hardware products [5][6] - The electronic industry index showed a weekly increase of 3.60%, outperforming major indices like the Shanghai Composite and Shenzhen Component [4][28] - The DRAM industry revenue for Q1 2025 was reported at $27.01 billion, reflecting a quarter-over-quarter decrease of 5.5% [14] - Anticipated price increases for Server and PC DDR4 modules in Q2 2025 are projected to be between 18-23% and 13-18%, respectively [15][16] - The OLED display market is expected to see an 80.6% year-on-year increase in shipments in 2025, with a market penetration rate projected to rise to 2% [17] Summary by Sections Industry News - The DRAM industry faced a revenue decline due to falling contract prices and inventory adjustments, with major players like SK Hynix and Samsung experiencing revenue drops [14] - The demand for mid-size displays is growing, driven by consumer preferences for high-quality visuals, creating new market opportunities [17][19] Market Performance Review - The electronic industry index outperformed other indices, with the best-performing sector being printed circuit boards, which saw a 9.89% increase [4][28] - The top five performing stocks in the electronic sector for the week included Shengyi Technology and Ruikeda, while Feikai Materials and Xuguang Electronics lagged [43][44]