The concept of AI mobile phone PC has risen sharply, and by press time, Siquan New Materials has risen nearly 15%, and the intraday limit has been limited; TD Optics and Furong Technology both rose by the limit, ArcherMind Technology rose by nearly 8%, and Emdoor Information rose by more than 6%.
It is worth noting that Furong Technology has been up and down for 4 consecutive trading days. The company issued a danger reminder on the evening of the 4th, saying that up to now, the company's main business, production and operation conditions and business environment have not changed seriously compared with the information published in the previous period. After self-inspection, regarding the supply status of AI smartphones, the company now mainly supplies aluminum middle frame structural parts for Google PIXEL8 and Samsung S24 mobile phones with AI functions, and has nothing to do with chips directly related to AI functions; From January to February 2024, the above-mentioned products accounted for 19 percent of the company's main revenue15%。Due to the problem of the order cycle, there is a danger of declining orders if the annual order is not swept away.
In terms of industry, according to Gartner**, global AI PC and generative AI smartphone shipments are estimated to reach 29.5 billion units. In the meantime, Gartner estimates that total PC shipments will reach 250.4 billion units, an increase of 3 from 20235%。The PC market resumed growth in the fourth quarter of 2023 after eight consecutive quarters of decline. In terms of mobile phones, as with AI PCs, generative AI smartphones will not contribute to an increase in demand for smartphones until 2027.
Guochuang** shows that in the second half of this year, smart phones, AI PCs will usher in a lot of new machine releases, and the third quarter is expected to usher in the peak demand season, AR VR MR innovation is expected to bring new applications and stimulate new demand.