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Cailianshe News learned that one of the world's largest consumer electronics shows, the Berlin Consumer Electronics Show (IFA) 2024 in Germany will open on September 6. This year marks the 100th anniversary of the event.

1. AI drives a new wave of innovation in consumer electronics terminals

In the second half of the year, the consumer electronics industry entered its peak season, and major mobile phone manufacturers continued to launch new products. On August 24, people familiar with the matter revealed that Apple plans to hold its largest product launch this year on September 10, when the company will launch the latest iPhone, watch and AirPods. On August 22, Samsung Electronics plans to launch an ultra-thin folding phone as early as October, with the hinge thickness reduced to about 10 mm. It is worth mentioning that AI-driven consumer electronics terminals have started a new round of innovation.

Fang Jing of Minsheng Securities believes that heat dissipation of AI terminals has become a rigid demand, and is paying attention to new "players" in the field. Due to the demand for computing resources and storage space for the localized operation of large models, the power consumption of processors and storage chips will increase significantly, posing new challenges to the power consumption management and heat dissipation efficiency of AI terminals, and promoting the upgrade of heat dissipation materials. The most commonly used heat dissipation materials in mobile phones are graphite heat dissipation films and VC heat spreaders. The graphite layer of AI mobile phones may need to be thickened and the materials upgraded to drive the increase in value. In addition, it may also accelerate the penetration of VC heat spreader solutions. Guotai Junan believes that the demand for electromagnetic shielding and heat dissipation of AI mobile phones will increase significantly, which is expected to further drive the increase in both quantity and price of related products such as internal electromagnetic shielding components and heat dissipation materials.

2. Related listed companies: Lingyi Intelligent Manufacturing, Feirongda, Siquan New Materials

Leading Intelligent ManufacturingWe actively build an AI terminal hardware manufacturing platform that is worthy of the trust of global customers, maintain good cooperative relations with overseas mainstream customers on AI-related terminal products, and provide structural parts, functional parts, softgoods (non-durable parts, accessories and packaging), heat dissipation modules, charging plugs, wireless charging, charging bins and other hardware for downstream AI mobile phones, AIPCs, smart wearable devices, XR glasses and other terminal devices. The company's customers in the consumer electronics industry include Apple, Huawei, OPPO, vivo, Xiaomi, etc.

FeirongdaProvide electromagnetic shielding solutions and related products and heat dissipation solutions and related products to Company H, which are used in the customer's mobile phones, notebooks, servers, communication equipment, new energy vehicles and energy storage products, etc.

Siquan New MaterialsCooling products can be applied to consumer electronic terminals such as mobile phones, laptops, tablets, and wearable devices.