According to the investor relations activity record table disclosed by Huacai Technology (603296.SH) on August 1st, the mobile phone product is relatively mature, and the pattern of mobile phone ODM manufacturers is relatively concentrated, and the head scale effect is obvious. It is expected that the global market will have a weak recovery trend this year. As for AI phones, major mobile phone brands basically position AI phones as flagship models at this stage, and they are developed by the self-developed teams of mobile phone brand manufacturers, creating brand effects through personalized applications and end-cloud combined models. The products covered by ODM have not yet involved the AI phone field. With the continuous increase in ODM penetration rate in the smart phone field and the further concentration of head ODM manufacturers, the company still maintains stable growth in the smart phone business.
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华勤技术(603296.SH):公司在智能手机业务仍保持稳健的增长
Huaqin Technology (603296.SH): the company maintains steady growth in the smart phone business.
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