电子行业简评报告：苹果入场AI，开始比超预期更重要

Investment Rating - The industry investment rating is "Positive" [9] Core Insights - Domestic smartphone manufacturers have already entered the AI competition, with various AI-enabled products launched ahead of Apple's WWDC 2024 [4] - Apple has officially entered the AI space with the introduction of "Apple Intelligence," a personal intelligent system that integrates AI capabilities into its ecosystem, enhancing user experience [5] - The significance of Apple's entry into AI competition is greater than the actual product announcements at WWDC 2024, as it marks a pivotal moment in the tech industry, encouraging other players to engage in AI development [6] - Investment recommendations include focusing on companies within Apple's supply chain, such as Crystal Optoelectronics, GoerTek, and Shunluo Electronics, which are expected to benefit from Apple's AI initiatives [6]