Core Insights - Samsung India reported record sales growth during the Navratri-Dussehra period for premium smartphones and televisions, driven by a reduction in GST rates which improved consumer sentiment [6] - Premium smartphone sales, priced above ₹30,000, increased 1.4 times compared to the same period last year, while premium television sales doubled [6] - The first wave of India's festive season from September 22nd to October 2nd, 2025, saw a 5-6% increase in smartphone sales in units and an 11-12% increase in sales by value compared to the previous year [3][6] Company Performance - Samsung's premium smartphones, including models like Z Fold7, Galaxy S25, and Galaxy S24, contributed significantly to the sales growth during the festive period [6] - The company achieved a 2x increase in sales of premium televisions (55 inches and above) compared to the same festive period last year, attributed to deals, extended warranties, and the GST rate cut [6] - Samsung led the smartphone market during the first wave of the festive season with an 18% market share, closely followed by Apple and Vivo [3][6] Market Trends - The government reduced GST rates on various consumer products, including large screen televisions, dishwashers, and refrigerators, which positively impacted sales [6] - Although there was no revision in GST rates for smartphones, refrigerators, and washing machines, these products also experienced increased sales due to consumer perception of lower prices and overall savings [2][6] - The second wave of festive season sales is expected to commence soon, concluding with Dhanteras and Diwali [6]

Core Viewpoint - The iTherM2025 event aims to create a one-stop value connection service platform for the thermal management industry, facilitating both domestic market penetration and international expansion for companies [1][3]. Group 1: Trends in Consumer Electronics - The consumer electronics industry is experiencing three major trends: thinner devices, faster charging, and rising chip temperatures, all of which intersect at thermal management [3]. - The iTherM2025 event will showcase mainstream and cutting-edge thermal management materials, structural solutions, and packaging modules specifically in the consumer electronics sector [3]. Group 2: Thermal Management Applications in Smartphones - Smartphones and tablets typically use a combination of graphite materials and heat spreaders with thermal interface materials (TIM) for passive cooling [5]. - Major Android smartphones predominantly utilize heat spreaders, while Apple products have historically used synthetic thermal films, with the iPhone 17 series potentially adopting heat spreaders [5]. Group 3: Key Thermal Management Solutions - Samsung Galaxy S25 features an expanded vapor chamber (VC) liquid cooling plate, increasing VC area by 40% and utilizing AI for dynamic performance management [6]. - Apple iPhone 17 Pro is expected to introduce a vapor chamber for cooling during high-load scenarios like 8K video and gaming [6]. - Other brands like ASUS, RedMagic, and Xiaomi are also innovating with various cooling systems, including external fans and advanced liquid cooling solutions [6]. Group 4: Common Thermal Management Materials - Synthetic graphite films are becoming the mainstream thermal management material due to their high thermal conductivity and ease of processing, gradually replacing natural graphite [7][9]. - Graphene thermal films are gaining traction due to their flexibility and high thermal conductivity, meeting the increasing demands of high-performance devices [9][11]. - Heat pipes and vapor chambers are essential components for efficient thermal management in both PCs and smartphones, with the latter using ultra-thin designs [12][16]. Group 5: Emerging Trends in Thermal Management - The rise of humanoid robots and drones is pushing thermal management from localized cooling to comprehensive thermal control solutions [20]. - Innovations in lightweight, flexible materials and cooling technologies are becoming critical in the development of next-generation smart devices [20]. Group 6: Target Audience for iTherM2025 - The event targets terminal brand engineering teams, industry procurement and R&D personnel, and investors/industry observers to explore differentiated thermal solutions and understand design impacts on product cycles and pricing [22]. Group 7: Event Details - iTherM2025 will take place from December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, featuring over 300 exhibitors and various thematic displays [1][24][28].