电子行业周报：机构预计2024年全球晶圆厂收入增长12%

Industry Investment Rating - The report does not explicitly provide an overall investment rating for the electronics industry [1][2][3] Core Views - The electronics industry is experiencing a weak recovery at the bottom, with a focus on upstream equipment and materials that are relatively independent of the industry cycle due to domestic substitution logic [6] - Android smartphone component manufacturers are expected to benefit as inventory levels normalize [6] - Semiconductor design companies are likely to benefit from downstream restocking [6] - Global smartphone shipments rebounded in Q4 2023, with 326 million units shipped, an 8.59% YoY increase [5] - China's smartphone shipments in January 2024 reached 29.51 million units, a 61.4% YoY increase [6] - Global semiconductor sales in January 2024 were $47.63 billion, a 15.2$125.24 billion, driven by AI-related demand [13] Company Updates - Industrial Fulian's 2023 net profit grew 4.82% YoY to RMB 21.04 billion, with AI servers accounting for about 30% of cloud computing revenue [14] - Jingjia Micro successfully developed high-performance computing modules and systems for AI training, inference, and scientific computing [15]