Titanium Media Technology Stocks Had Already Known: Intel and other giants are pushing AI PCs, and the market is expected to rise in both volume and price

Must-read news 1: Xiaomi 14 series sold out, breaking the platform’s single product sales record in the past year

Jingdong platform data shows that Xiaomi Mi 14 surpassed iPhone 15 Pro in first-time sales, breaking the platform’s single product sales record in the past year. According to the current sales situation on various platforms and offline sales feedback, due to the hot sales of the Xiaomi Mi 14 series, purchasers have to queue up and wait for delivery.

It is understood that the Xiaomi Mi 14 series is the first mobile phone equipped with Thermal OS. The first batch of domestic devices (six categories of mobile phones, tablets, TVs, watches, speakers, and cameras) began to push the official version in December this year, and the international version The first batch of official versions will be launched in the first quarter of next year. Minsheng Securities believes that according to Canalys data, global smartphone shipments fell by only 1% in 2023Q3, with Xiaomi's market share hitting a new high of 14% since 2021Q3, ranking third. In 2023, Xiaomi's global shipments of mobile phones have achieved steady quarter-on-quarter growth for two consecutive quarters. In the future, as Xiaomi advances its high-end product strategy and global layout, its mobile phone business will grow beyond expectations.

Must-read news 2: Intel and other giants are pushing AI PC, and the market is expected to rise both in volume and price

The latest financial reports released by Intel and AMD further prove that the personal computer (PC) market is accelerating recovery, which is a good sign for the computer industry that has been suffering from oversupply after the epidemic. Executives from both companies spoke on earnings calls about the stability of the PC market and said they expect the integration of artificial intelligence (AI) to boost growth.

AI technology is advancing from the cloud to the edge, and traditional smart terminal hardware is moving towards AI. As an important terminal, PC is starting a new AI cycle. PCs compatible with AI functions will provide higher computing power and data storage capabilities, reshaping the user experience. Soochow Securities research report pointed out that the deployment of AIGC applications not only improves user experience and promotes the growth of replacement demand, but also puts forward higher requirements for PC hardware. The increase in the penetration rate of hardware acceleration modules in PCs is expected to increase the unit price of PCs and superimpose the replacement cycle. The accelerated PC industry is expected to see both volume and price rise.

Must-read news three: Alibaba Pingtou Ge released the first SSD main control chip, the organization said that the industry adjustment cycle is coming to an end

At the 2023 Yunqi Conference, Alibaba Pingtou Ge released its first SSD main control chip Zhenyue 510. This chip is deeply customized for cloud computing scenarios, achieving ultra-low latency of 4μs and a bit error rate as low as 10^- 18. Zhenyue 510 will be the first to be deployed in Alibaba Cloud data centers and can be used in business scenarios such as AI, online transactions, big data analysis, high-performance databases, and software-defined storage.

Nanjing Securities released a research report saying that judging from the cycle reversal sequence of domestic semiconductor demand, RF>storage, CIS>analog>power, the current 2H23 inventory of domestic high-quality RF companies has been digested to 1H21 levels, and then demand will reverse The transfer has turned to the storage sector, which has seen price increases recently. As domestic mobile phone brands continue to launch new products and the iPhone 15 series is released in the second half of the year, the pressure on upstream shipments will gradually ease, the memory chip adjustment cycle is coming to an end, and the entire storage market is expected to usher in an inflection point.

Must-read news 4: Huawei officially announced that the delivery of the new M7 has reached a record high, and the industry chain may fully benefit

On November 1, data from the AITO Automobile WeChat public account showed that 12,700 new cars of the AITO Wenjie series were delivered, including 10,547 new cars of the Wenjie new M7. The monthly delivery of a single model exceeded 10,000, setting a record high. The number of vehicles ordered in October reached 57,829. The cumulative sales of Wenjie's new M7 exceeded 80,000 units within 50 days of its launch. In order to further enhance its delivery capabilities, Wenjie has invested more than 1 billion in new funds to ensure quality and quantity and delivery.

Southwest Securities believes that Huawei relies on three major platforms and five major intelligent system solutions to have a full industry chain layout for automotive intelligent networking. With Huawei's empowerment, the market competitiveness of car companies has improved. In the short and medium term, new models cooperated with Huawei will be launched intensively. Product sales are expected to exceed expectations, and related industry chain targets will fully benefit.

Titanium Small Stock·Titanium Media Financial Research Institute

2023.11.3

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