HK Stock Market Move | The entire mobile phone industry chain is on the rise, Sunny Optical Technology (02382) is up more than 4%. The AI interactive revolution is expected to catalyze a wave of new phone upgrades.

The entire mobile phone industry chain is on the rise. As of press time, Q TECH (01478) rose by 7.89% to HK$9.3, AAC TECH (02018) rose by 4.77% to HK$38.66, SUNNY Optical (02382) rose by 4.3% to HK$59.4, and COWELL (01415) rose by 2.88% to HK$29.28. On the news front, according to Omdia's calculation, the global smartphone shipments are expected to increase by 2% in 2025, reaching 1.25 billion units. The global smartphone market in Q4 2025 grew by 4% year-on-year, driven by seasonal demand recovery and improved inventory management. However, some manufacturers are starting to be affected by rising component costs. Canalys predicts that by 2025, the penetration rate of AI smartphones will reach 34%, with the simplification of edge-side models and the upgrading of chip computing power further promoting the penetration of AI smartphones into the mid-range price segment. China International Capital Corporation (CICC) stated that AI-driven technologies will drive products to evolve towards multi-modal interactions such as voice and motion, transitioning the interaction center from traditional App systems to AI intelligent systems. The direct connection between users and Apps is gradually weakening, as seen in the emergence of AI phone assistants like Douyin. Although the products are still in the early stages, the revolutionary change in AI interaction modes with mature functionalities and optimized experiences is expected to fuel a trend of replacing devices, possibly within the next 1-3 years, catalyzing favorable downstream market conditions in the AI industry chain.