The debut of new products plus "Double 11", "Double 12", "Black Friday", "Christmas Season" and other ** big giveaways, from September to December every year, it has always been the peak period for everyone to choose to replace mobile phones, pads, computers and other products, and it is also the peak season for consumer electronics.
And this yearConsumer electronicsThe wind is blowing harder.
Here, Huawei returned with the Mate60 series, and Apple, Xiaomi, and vivo manufacturers have released new products, igniting consumers' enthusiasm for changing their phoneswithAI (Artificial Intelligence) large modelAccelerating the landing, the release of various new smart hardware products has also become a new highlight this year.
Over there,Institutional investorsRecently, tooIntensive researchConsumer electronics industry. According to **, for nearly a month, a total of41Consumer electronics companies (statistical standard: Shenwan Industry 2021, the same below) released investor research minutes. (Reference**: Shanghai **Daily, 2023.)11.29；National Research Network, 202311.29）
What are the signals of these scenes?The layout period of consumer electronicsIs it coming?Today, Xiao Xia will talk to you about this topic
Vision Pro is coming?
New AI hardware products attract attention
If there is anything different in the field of consumer electronics this year, it is as a new "top stream".Artificial intelligence hardwareParticularly eye-catching.
Apple's head-mounted display device, Vision Pro, which has been in development for seven years, has been officially unveiled at WWDC 2023 in the middle of this year. As oneAR and VR convergeUsers can fully immerse themselves in work, play games, watch movies, and experience the functions of VRIt is also possible to project people and objects from the outside world into the virtual world and shoot the space**, so as to realize the AR function;And it only takes your hands, eyes, and voice to interact. Doesn't that sound like you're looking forward to it?Recently, it was reported that Apple will officially mass produce the first-generation Vision Pro this month (December 2023), with the first batch of about 400,000 units, and the sales target will be reached next year (2024).1,000,000 units, reached in the third year10 million units。(Data**: Shanghai**Daily, 2023.)11.29；Finance Associated Press, 202311.28；Interface News, 202311.28）
As Apple's seven-year sharpening sword, Vision Pro has attracted everyone's attention, and there are a large number of themNew AI hardware productsAlso on the way: say, beforeApplesThe designer has released a high-profile new AI hardware product that can be hung on the chest like a broochAmazonAt the smart hardware new product launch conference, the ** smart speaker ECHO SHOW 8, smart glasses ECHO FRAMES, tablet PC and Fire TV series were displayedI haven't even seen it in a long timeLeTVIt has also launched its own new smart projector. (Reference**: Interface News, 2023.)11.10）
Driven by new products and new technologies
The volume of consumer electronic devices can be expected
Driven by many new products and technologies, the prosperity of the consumer electronics industry continues to improve.
InSmartphone market, thanks to the inventory improvement of major manufacturers and the launch of new products,In the third quarter of 2023, the global smartphone market bottomed out, the volume of shipments increased to2.94.6 billion units, the overall moderate recovery of the follow-up market may continue, and the month-on-month upward trend is expected to continue. By the way, folding screen mobile phones, domestic folding screen mobile phone shipments reached in the third quarter of this year1.96 million units, year-on-year growthIn the future, the major giants will also accelerate their efforts, and Apple may launch folding screen iPads and mobile phones, driving the penetration rate of folding screens to increase rapidly.
InTablet field, global tablet shipments in the third quarter33 million units, month-on-month increase, showing clear signs of recovery. It is particularly worth mentioning here that China's two brands, Huawei and Xiaomi, have achieved outstanding results, and their market share rankings have both surpassed Amazon and ranked in the worldFourthwithFifth, to achieve a year-on-year increase in shipmentswith
In addition,Wearable devices, smart homes and other segmentsThe same is the obvious rebound in prosperity. The industry expects that new products such as mobile phones, MR, and wearables are expected to increase in volume, or drive a new round of consumer electronics growth cycle, and the scale of the global consumer electronics industry is expected to reach in 20231.08 trillion dollars。(Data above**: Open Source**, 2023.)12.02；National Business Daily, 202311.07）
Look for opportunities in niches
In this context, how should we invest in the layout and find opportunities from the subdivisions?Xiao Xia sorted out these three subdivisions worth paying attention to:
First, we just talked about itSmart hardware。The AI PIN does not need to be paired with a smartphone or other companion device and is considered to beThe first mobile computing specifically for the post-smartphone eraWith the improvement of generative AI functions, AI PIN is expected to lead a new round of upgrade trend of smart terminals.
The second isInjection molding machines, optical testing equipment。The demand in this area is mainly caused by:Driven by the development of XR productsWith the official launch of Apple's MR products in the future, Samsung is also expected to launch MR products, and the industry will continue to catalyze, and injection molding machines, optical testing equipment and other fields are expected to benefit.
The third isTitanium and 3D printing industry chain。2023 is also known as:The first year of titanium alloy for mobile phones, Apple and Xiaomi have released titanium middle-frame mobile phones, and titanium alloy is expected to expand to other brands and categories in the future. The machining of titanium alloy or pure titanium is difficult, so it is drivenPolishing and 3D printing equipmentAt present, the Apple Watch and Honor folding screen industry chain have taken the lead in using 3D printing technology, and it is expected that products from watches to mobile phones to wearables are expected to use more 3D printing in the future, and this field may see massive growth in 2024. (This article is not recommended as a **).
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