3C设备系列-产业新潮将至-如何看待3C设备预研进展

Key Points Industry and Company Involved - Industry: 3C Devices - Company: Apple, 3C Device Manufacturers (e.g., Satechi, Bozhong) Core Views and Arguments - Domestic Apple iPhone Sales Growth: Domestic Apple iPhone weekly shipments increased by 3% in the short term. iPhone new model sales increased by 20% in the first three weeks, indicating positive expectations for sampling in the future [1][2]. - Impact of iOS Updates: The release of iOS 18.1 and iOS 18.2 Beta versions, which include more AI features, may continue to boost Apple iPhone sales [3]. - 3C Device Industry Outlook: The 3C device industry is expected to see significant growth next year after consecutive years of modest growth. This is attributed to normal equipment updates and the industry's transition from Apple-led to product innovation-driven [4]. - New iPhone Models: Apple is expected to release iPhone SE4 in the spring and the 17 series in the fall, including iPhone17, 17 Pro, 17 Pro Max, and a new slim model. These models may feature a 24 million pixel front camera, high refresh rate screens, and smaller Dynamic Island areas [5]. - Investment Focus: Investment should focus on core segments and leading companies with stable partnerships with Apple, such as Satechi and Bozhong. Additionally, attention should be given to AI-related core segments due to Apple's high certainty in AI development [6]. - AI-Driven Benefits: The development of AI technology will benefit multiple sectors, including camera, sensors, and touch buttons. Companies like Satechi will benefit from their strengths in cameras and sensors [7]. - Order Performance: 3C device companies like Satechi, Bozhong, and Kuaikuai are expected to continue to perform well due to increased demand for new iPhone models and AI systems [8]. Other Important Content - Sampling Period: The fourth quarter is crucial for sampling, with November and December being the peak period. Companies like Satechi, Bozhong, and Kuaikuai should be closely monitored during this period [8]. - Order Peak: Companies with strong performance expectations may experience an order peak in the third quarter and early fourth quarter [8]. - Key Investment Targets: Satechi, Bozhong, and Kuaikuai are considered key investment targets due to their strengths in camera, sensors, and other key hardware, as well as the growth driven by new iPhone models and AI systems [9].