First, the turning point of the mobile phone industry cycle will appear next year.
Global mobile phone shipments reached 14The peak number of 7.3 billion units, after which it started to decline all the way. In 2021, the market recovered slightly due to the impact of the epidemic, and sales declined at a double-digit rate in 22 and 23, and the current sales volume is about 1.2 billion units per year. Mining the sales of mobile phones to draw the key points, the models sold at the peak of the last industry have now gone through 6-7 years of life cycle, and are about to usher in the peak of replacement.
Second, the end test AI is the focus of hype.
In the first half of this year, the overall sales of mobile phones were still bad, and the decline stopped after September, and it is expected that it will recover next year. Once the market stops falling and rebounds, AI will be a key area for volume next year. This year's focus is on optical modules, and next year there will be new areas of concern, that is, end test AI, AIPC, AI mobile phones, which is the focus of research and attention.
3. The field of AI mobile phones will detonate the consumer electronics market in 2024.
In October this year, Apple released a new generation of smartphones, the biggest feature of which is the redesign of the chip and storage functions, thereby greatly improving the AI capabilities of mobile phones, so AI mobile phones are the most likely to become the key opportunity to detonate consumer electronics in 2024.
Looking forward to 2024, there will be many bright spots in the mobile phone industry itself, with Huawei's high-end series returning, and the Mate 60 Pro still hard to find. Xiaomi's 14% global market share ranks third in the world, both year-on-year and month-on-month, the entire operating performance is constantly rising, and Xiaomi's official debut next year will also attract everyone's attention, so the entire Xiaomi industry chain has performed well this year. Hong Kong stocks are very sensitive to market changes, and the Hong Kong stock sector has fallen deeply this year, but consumer electronics has risen well, which also indicates that this track will soon have a good **.
Fourth, the mobile phone target of Hong Kong stocks.
There are many targets in the mobile phone industry chain of Hong Kong stocks: Xiaomi Group, Sunny Optics, AAC Technology, as well as Gao Wei Electronics, the core supplier of Apple Vision Pro, and BYD Electronics, the king of mobile phone foundries.