The consumption iteration time of digital products
Posted: Thu Jan 23, 2025 4:47 am
The "two new" products have been officially included in these three types of digital products, and the scale of national debt funds will be significantly increased next year. Last year, the scale was about 300 billion yuan, driving sales of more than 900 billion yuan (cars + home appliances).
Is much shorter than that of cars and home appliances. In the past, performance updates were slow and the product replacement cycle was forced to be extended. However, now that hardware is upgraded and AI functions are injected into it, it will definitely be a major trend in the past few years. Renewal The cycle will also be shortened again.
Therefore, this policy itself has a natural fit with consumer electronics products. Combined with various consumer promotion activities before the Spring Festival and some consumer electronics subsidy oman whatsapp number data activities that have been carried out in various places, the overall market is expected to further improve, and the consumer electronics-related supply chain will also will benefit even more.
Last year, with the combined force of subsidy policies, industry cycles, and technological innovation, the consumer electronics index rose by 24.5%. Although there were factors for performance reversal, valuation restoration contributed more.
This year, the growth points brought about by the resonance of national subsidies and the implementation of AI terminals will be the main logic for the continuation of the consumer electronics market.
On the one hand, the underlying technology of AI is accelerating innovation. There is a huge gap in expectations as to whether new consumer electronics products such as AI glasses will become popular and how major manufacturers will adjust their strategic layout.
On the other hand, the leading products of the AI terminal ecosystem should still be mobile phones and PCs. With the demand for replacement coupled with national subsidy incentives, market sales are expected to grow significantly, and upstream component and IC manufacturers are expected to show greater performance flexibility.
Is much shorter than that of cars and home appliances. In the past, performance updates were slow and the product replacement cycle was forced to be extended. However, now that hardware is upgraded and AI functions are injected into it, it will definitely be a major trend in the past few years. Renewal The cycle will also be shortened again.
Therefore, this policy itself has a natural fit with consumer electronics products. Combined with various consumer promotion activities before the Spring Festival and some consumer electronics subsidy oman whatsapp number data activities that have been carried out in various places, the overall market is expected to further improve, and the consumer electronics-related supply chain will also will benefit even more.
Last year, with the combined force of subsidy policies, industry cycles, and technological innovation, the consumer electronics index rose by 24.5%. Although there were factors for performance reversal, valuation restoration contributed more.
This year, the growth points brought about by the resonance of national subsidies and the implementation of AI terminals will be the main logic for the continuation of the consumer electronics market.
On the one hand, the underlying technology of AI is accelerating innovation. There is a huge gap in expectations as to whether new consumer electronics products such as AI glasses will become popular and how major manufacturers will adjust their strategic layout.
On the other hand, the leading products of the AI terminal ecosystem should still be mobile phones and PCs. With the demand for replacement coupled with national subsidy incentives, market sales are expected to grow significantly, and upstream component and IC manufacturers are expected to show greater performance flexibility.