On September 12, following a comprehensive review of the electronics industry's semi - annual reports, Galaxy Securities highlighted that the computing power sector has continued to perform well, with relatively reasonable valuations. Looking ahead to the second half of the year, the firm is upbeat about several key areas, including computing - power - related printed circuit boards (PCBs), domestic computing power capabilities, IP licensing, and chip inductors.

The year 2026 could emerge as a pivotal year for the resurgence of the foldable screen market. Rumors suggest that Apple is set to introduce foldable products. These anticipated offerings are expected to draw increased attention to the foldable device category, introduce innovative concepts in software interaction and hardware design, and further fuel market demand.

In addition, the new wearable devices launched this year are also anticipated to drive a market recovery. Manufacturers of AR glasses are spearheading the transformation of AR glasses from being niche gadgets favored by tech enthusiasts to becoming mainstream smart terminals for the general public. This shift is being achieved through technological advancements, ecosystem integration, and market expansion efforts. With the maturation of AI + AR technologies, smart glasses are poised to become the next major computing terminal, following in the footsteps of smartphones.