【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

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

电子行业周报：2H17 PC需求超预期概率大，Smartphone/IOT/ 汽车暂维持年初预期，风险积累于4Q17需求

Huawei Mate XT: the world’s first tri-fold smartphone is unveiled

China Technology - 4Q22 global smartphone shipment down 18% YoY; Continue to prefer non-smartphone plays

A+T谋成长，smartphone+car空间广

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

4Q24 global smartphone shipments ahead; Xiaomi/Vivo outperformed Apple/Samsung

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

China Hardware／Semi – Reality check on smartphone supply chain： Prefer Apple and RF names

Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand