【财通证券】A+T谋成长，smartphone+car空间广.pdf

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

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

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

Positive on Android recovery, Apple share gain and non-smartphone biz order wins

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

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？）

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

电子行业一周电子数据解读：Smartphone供应链备货情绪不高

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