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Cashier electronic scale
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Cash register
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Thermal receipt printer
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Thermal label printer
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Cashier electronic scale
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Upstream Component Price Hikes and Booming PCB/MLCC Cycles
Driven by surging demand for AI servers, prices for upstream components like memory chips have soared, creating a "siphon effect" that squeezes profit margins for mid-to-low-end products.
넶2 2026-06-16 -
Emerging Tracks Explode: Smart Glasses and Automotive Electronics
Beyond smartphones and PCs, incremental tracks are performing brilliantly. In the first half of 2025, the global AI smart glasses segment grew at an annual rate of over 250%.
넶2 2026-06-16 -
AI Smartphones and Foldable Screens Enter a Dense Catalytic Window
Apple's iPhone 18 series is confirmed for release in the second half of 2026, with an active supply chain stocking target of approximately 95 million units.
넶0 2026-06-16 -
Industry Shows "K-Shaped Divergence," with AI as the Core Growth Engine
The current consumer electronics industry is no longer experiencing a simple overall recovery or decline, but rather a distinct structural divergence. On one hand, traditional consumer electronics face a chill, with smartphone and PC shipments expected to decline.
넶0 2026-06-16
