电子行业半月报：Pura 70闪耀登场，华为高端智能机再下一城

Investment Rating - The report rates the electronics industry as "Positive" [1] Core Insights - The electronics sector experienced a decline in the first half of April 2024, with the Shenwan Electronics Index dropping by 4.91% [1] - Huawei's Pura 70 series was launched on April 18, 2024, with expectations to sell over 10 million units in 2024, positioning it as a major competitor to Apple's iPhone 15 and 16 series [6][8] - Global semiconductor sales reached $46.2 billion in February 2024, marking a 16.3% year-on-year increase, although a slight month-on-month decline of 3.1% was noted [10] Summary by Sections 1. Huawei Pura 70 Launch - Huawei's Pura 70 series includes four models priced from 5,499 to 9,999 yuan, featuring advanced camera technology and satellite communication capabilities [6][8] - The Ultra version boasts a 50MP camera with a 1-inch sensor and advanced AI features, aiming for significant market penetration [6][8] 2. Industry News - NVIDIA's new Blackwell platform is expected to drive a 150% increase in TSMC's CoWoS capacity in 2024 [10] - The semiconductor industry is projected to continue its growth trajectory throughout 2024, driven by new AI applications and technologies [10] 3. Company Dynamics - BOE Technology Group reported a revenue of 174.54 billion yuan in 2023, a slight decline of 2.17%, but anticipates a strong recovery in Q1 2024 with a projected net profit of 0.8 to 1 billion yuan [14] - Longying Precision expects a significant increase in revenue in Q1 2024, driven by the recovery in consumer electronics and new projects [14]