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A New Era for AI-Powered Consumer Electronics: Opportunities for Thermal Material Upgrades

Mobile Internet 2024-08-27 11:46:15 2 Source:

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A New Era for AI-Powered Consumer Electronics: Opportunities for Thermal Material UpgradesIFA Berlin 2024, one of the world's largest consumer electronics trade shows, will open on September 6th, marking the event's 100th anniversary. As the second half of the year marks the peak season for the consumer electronics industry, major smartphone manufacturers are releasing new products constantly

A New Era for AI-Powered Consumer Electronics: Opportunities for Thermal Material Upgrades

IFA Berlin 2024, one of the world's largest consumer electronics trade shows, will open on September 6th, marking the event's 100th anniversary. As the second half of the year marks the peak season for the consumer electronics industry, major smartphone manufacturers are releasing new products constantly. The AI-driven innovation wave in consumer electronics is creating new opportunities for the thermal materials market.

With the localized operation of large language models, the demand for computing resources and storage space is steadily increasing, leading to significant power consumption by processors and storage chips, posing new challenges for AI device thermal efficiency. According to Fang Jing, an analyst at Minsheng Securities, AI phones require more efficient cooling solutions, driving the upgrade of thermal materials.

Currently, the most commonly used thermal materials in smartphones include graphite thermal films and VC heat pipes. To address the high power demands of AI phones, the thickness of the graphite layer may need to be increased, or the material upgraded, resulting in an increase in value. According to market reports, Apple might switch to a graphene heatsink and a metal battery shell in the iPhone 16 models to facilitate better heat dissipation.

Beyond thermal management, AI phones also exhibit a significant increase in demand for electromagnetic shielding. Guotai Junan Securities suggests that electromagnetic shielding components and thermal materials used in AI phones will witness a surge in both volume and price.

According to Cailian Press's thematic database, the following listed companies are relevant:

- Zhongshi Technology specializes in high thermal conductivity graphite products, thermal interface and encapsulation materials, heat pipes, heat plates, thermal modules, and EMI shielding materials, widely used in the consumer electronics industry.

- Feirongda is a leading provider of electromagnetic shielding, thermal materials, and devices, currently holding a significant market share in electromagnetic shielding and graphite thermal products for smartphones and telecommunications products in China.

The advent of the AI era presents new opportunities for the consumer electronics industry and challenges for the thermal materials sector. As AI technology advances and its applications expand, the thermal materials market will witness even greater growth, and related listed companies will benefit from this trend.

Tag: for New Era AI-Powered Consumer Electronics Opportunities Thermal Material


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