【申万宏源】电子行业一周电子数据解读：Smartphone供应链备货情绪不高.pdf

电子行业一周电子数据解读：Smartphone上游库存显著改善，反弹是否持续需等待2Q18需求

1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E

【Sector Research】China Technology–2Q23 global smartphone shipment decline narrowed; Apple／OPPO／Transsion gained share

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电子行业一周电子数据解读：全球半导体波动加大（拐点愈近？），Smartphone换机衰退结束（性价比趋高？）

A+T谋成长，smartphone+car空间广

Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E