The acceleration of AI computing power construction combined with AI end-side hardware iterations continues to open up room for growth in the consumer electronics industry. Recently, judging from the information released by a number of A-share consumer electronics companies at their semi-annual performance briefings, the industry is gradually getting rid of its dependence on traditional businesses such as mobile phones and PCs, and is speeding up its deployment to AI computing power, robots, and AI glasses. On the computing power circuit, a number of companies are using technology, expansion of production, and mergers and acquisitions to increase core components such as complete computing power, liquid cooling and cooling, etc., and various products are expected to be mass-produced in the second half of the year. Furthermore, relying on the advantages of precision manufacturing, many companies are increasing the layout of new businesses such as folding screen materials, AI wearables, automotive electronics, and robot parts, cultivating new growth momentum on multiple lines, and are expected to continue to deliver results.

Zhitongcaijing · 1d ago
The acceleration of AI computing power construction combined with AI end-side hardware iterations continues to open up room for growth in the consumer electronics industry. Recently, judging from the information released by a number of A-share consumer electronics companies at their semi-annual performance briefings, the industry is gradually getting rid of its dependence on traditional businesses such as mobile phones and PCs, and is speeding up its deployment to AI computing power, robots, and AI glasses. On the computing power circuit, a number of companies are using technology, expansion of production, and mergers and acquisitions to increase core components such as complete computing power, liquid cooling and cooling, etc., and various products are expected to be mass-produced in the second half of the year. Furthermore, relying on the advantages of precision manufacturing, many companies are increasing the layout of new businesses such as folding screen materials, AI wearables, automotive electronics, and robot parts, cultivating new growth momentum on multiple lines, and are expected to continue to deliver results.