Market Overview - The main board saw significant gains with notable stocks such as Hengyin Technology (+10.04%), Rongji Software (+10.02%), and Tongyu Communication (+10.02) [1] - The ChiNext board led the gains with stocks like Lianjian Optoelectronics (+20.03%) and Feiling Kesi (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Hongwei Technology (+15.85%) and Transsion Holdings (+8.47%) [1] - Active sub-industries included SW Brand Consumer Electronics (+1.95%) and SW Consumer Electronics Components and Assembly (+0.76%) [1] Domestic News - XREAL launched a new Micro OLED AR glasses integrated with a self-developed 4nm spatial computing chip, achieving a motion-to-image latency as low as 3 milliseconds [1] - China Mobile announced a procurement plan for 700,000 optical modules with a total budget of 220 million yuan over three years [1] - Zhizhen Semiconductor achieved the global first mass production of 8-inch sapphire-based GaN power devices and plans to reach a monthly production target of 50,000 8-inch wafers by 2027 [1] - Wanrun Technology announced the successful mass production of its DDR5 4800 memory, marking a significant technological breakthrough in the semiconductor storage field [1] Company Announcements - Eight Billion Space reported a share buyback progress, having repurchased 477,000 shares, accounting for 0.35% of total shares, with a total expenditure of approximately 13.37 million yuan [2] - InnoChip announced a share buyback of 207,000 shares, representing 0.05% of total shares, with a total expenditure of about 3.70 million yuan [2] - Mingpu Optoelectronics completed the acquisition of a 60% stake in Shenzhen ABB Electric Transportation Technology Co., which will be included in the consolidated financial statements [2] - Xingrui Technology reported a share buyback of 50,000 shares, accounting for 0.02% of total shares, with a total expenditure of approximately 841,992 yuan [2] International News - Intel plans to invest 860 million ringgit to expand its packaging and testing facilities in Malaysia, aiming to make it a core operational center [2] - NVIDIA is investing 2 billion dollars in a project led by Synopsys to integrate its GPU acceleration platform with Synopsys' EDA and semiconductor IP products [2] - Samsung launched its first tri-fold smartphone, optimized for a desktop-like interface using DeX software [2] - Lumia introduced the Lumia 2 smart earrings, weighing less than 1 gram, capable of real-time tracking of head blood flow and providing sleep and temperature monitoring [2]

Core Viewpoint - Samsung, once a pioneer in the foldable smartphone market, is facing significant competition from Chinese manufacturers, leading to a decline in its dual-foldable devices. The company aims to regain its presence by launching a tri-fold smartphone by the end of this year, emphasizing the importance of AI in its strategy [1][4]. Group 1: Product Development - Samsung plans to launch a tri-fold smartphone, tentatively named Galaxy G Fold, by the end of this year, focusing on product usability and market demand [4][6]. - The company has reportedly completed the hardware design for the tri-fold smartphone and is preparing for production, with a small-scale launch expected in September [4][6]. - The tri-fold smartphone will feature a larger display of approximately 10 inches compared to the Galaxy Fold series, and it will utilize OLED panels [6][8]. Group 2: Market Competition - The foldable smartphone market has become a significant segment, with Samsung acknowledging the need for more companies to enter this space to stimulate innovation [4][9]. - Huawei currently holds the title for the world's first mass-produced tri-fold smartphone, the Mate XT Ultimate Design, which has a starting price of 19,999 RMB [6][9]. - In the Chinese foldable smartphone market, Huawei leads with a 48.6% market share, followed by Honor and Vivo, while Samsung has fallen out of the top five, holding only 7.0% of the market [10]. Group 3: Technical Specifications - The tri-fold smartphone is expected to be powered by the Qualcomm Snapdragon 8 Elite processor, crucial for high-resolution multi-screen displays and multitasking capabilities [8]. - The device's battery capacity is reportedly lower than competitors, with Samsung focusing on a thinner design, which limits battery size due to internal space constraints [8][9].