Galaxy Securities has highlighted that the computing power sector is presently in the midst of a performance realization phase, with valuation levels that are reasonably moderate. Consequently, the firm maintains a positive outlook on segments closely tied to computing power, including Printed Circuit Boards (PCBs), domestic computing capabilities, IP licensing, and chip inductors.

Looking ahead, it is anticipated that 2026 will mark a pivotal year for the resurgence of the foldable screen market. Speculation surrounding Apple's potential entry into the foldable device arena with rumored products is expected to heighten interest in this category. Such developments could introduce innovative concepts in software interaction and hardware design, thereby further fueling market demand.

In addition, the introduction of newly launched wearable devices this year is also projected to spur a rebound in the market. Manufacturers of AR glasses are spearheading the transformation of these devices from being perceived as "niche gadgets for tech enthusiasts" to becoming "mainstream smart terminals" accessible to the broader public. This shift is being driven by technological advancements, seamless ecological integration, and strategic market expansion efforts. As AI and AR technologies continue to mature, smart glasses are poised to emerge as the next dominant computing platform, following in the footsteps of smartphones.