Core Viewpoint - The launch of ultra-thin smartphones by major brands like Samsung and Apple is expected to stimulate market demand and benefit the supply chain, including companies like Hon Hai, TSMC, and Largan Precision [1][2]. Group 1: Market Trends - Samsung has introduced its first ultra-thin AI smartphone, the S25 Edge, with a thickness of 5.85mm, while Apple's upcoming iPhone 17 Air is rumored to be even thinner at 5.65mm [1]. - The ultra-thin smartphone trend is gaining popularity due to consumer preferences for sleek and minimalist designs, which are believed to create new market opportunities in the slowing smartphone industry [1][2]. Group 2: Production Challenges - The production and design of ultra-thin smartphones present significant challenges, including potential impacts on structural integrity, camera module specifications, and battery life, while maintaining a screen size of at least 6.5 inches [1]. Group 3: Competitive Landscape - Currently, only Apple and Samsung have the capability to design ultra-thin smartphones that meet market demands, but other manufacturers are expected to follow suit, leading to a competitive landscape in the coming year [2]. - The sales performance of Samsung's S25 Edge is anticipated to influence the strategies of other brands, as ultra-thin smartphones are expected to be more affordable than flagship models, potentially increasing market acceptance [3].