CITIC Securities: Technological Innovation Drives Industry Development, 3C Equipment Demand Expected to Enter an Upward Period

Guosen Securities released a research report stating that the 3C equipment industry covers three major areas: computers, communications, and consumer electronics. The industry chain includes front-end component processing, mid-stage module packaging, and back-end whole machine assembly and testing, with its development closely related to the iteration of terminal products such as smartphones and computers. In 2024, with the introduction of the AI operating system of the iPhone 16, Apple will kick off the "era of innovation" defined by Tim Cook. Looking ahead, with the acceleration of hardware module iterations, continuous advancement of production line automation transformation, and the release of foldable screens, the demand for 3C equipment may enter an upward cycle.