电子行业动态：苹果在美扩产、开启创新新周期，3C设备景气度上行

Investment Rating - The report maintains a positive outlook on the 3C equipment sector, suggesting that the sector is likely to enter a period of high prosperity due to Apple's new manufacturing plan and product innovation cycle [3][40]. Core Insights - Apple has announced a new "Made in America" initiative, committing to invest a total of $600 billion in the U.S. over the next four years, marking the largest investment in the U.S. in Apple's history [1][10]. - The new product innovation cycle is expected to begin, with the introduction of multiple new products, including the iPhone 17 series, which will feature a thinner design and may eliminate the SIM card slot in most markets, pushing for a transition to eSIM technology [2][14]. - The return of production lines to the U.S. and the upcoming new products are anticipated to boost demand for 3C equipment, leading to a favorable market environment for domestic 3C equipment companies [3][22]. Summary by Sections 1. Apple's "Made in America" Initiative - Apple has increased its investment in the U.S. by an additional $100 billion, totaling $600 billion, to accelerate production domestically [1][10]. - The initiative involves collaboration with ten U.S. companies, including Corning and Applied Materials, to enhance local manufacturing capabilities [12][13]. 2. New Product Innovation Cycle - Apple is set to launch several new products, including the iPhone 17 Air, which will replace the Plus model and focus on a lightweight design [2][14]. - Future product plans include significant design innovations for iPhones, such as foldable models and all-glass designs, as well as new entries into smart home devices and augmented reality products [2][21]. 3. 3C Equipment Sector Outlook - The report highlights that the demand for 3C equipment is expected to rise due to Apple's manufacturing plans and the introduction of new products [3][22]. - Key domestic 3C equipment companies mentioned include: - Bohong Precision: Focused on automation equipment and has secured orders for new AR/MR production equipment [23][26]. - Lian De Equipment: A leading supplier of semiconductor display automation equipment, benefiting from the rise in flexible AMOLED usage [27][28]. - Lian Win Laser: Known for precision laser welding equipment, with increasing orders for small steel shell battery welding devices [31][32]. - Jie Put: A pioneer in optical detection and laser processing equipment, with significant revenue growth [31][35]. - Genesis: A leader in high-end CNC machine tools, recognized for its drilling and tapping machines in the 3C sector [34][39].