On May 31, the e-cigarette sector saw a surge in the afternoon, with Kennede Electronics Mfg Co., Ltd. and Tianyin Holdings hitting the upper limit, Minxin Shares rising over 9%, and Dongfeng Group rising more than 5% by 1:21 pm.
On the investor interaction platform "Xueqiu," 2FIRSTS noticed that many users have posted threads related to the "e-cigarette with a display screen." One user, @Diligent Little Bull, analyzed that after 2024, large screen display will become an important design trend for e-cigarettes. They believe:
The screen can display the e-liquid and battery levels, adding elegance and a sense of technology to the product. It can also display information such as the number of puffs, voltage, resistance, time, and date. Many e-cigarette manufacturers have released disposable e-cigarettes with large screens. According to incomplete statistics, brands such as RabBeats, HQD, FRESOR, SMOK, IJOY, FiBiE, ABUFUN, Airisvape, Kangvape, STARX, Vapeman, and Nebula are currently available online.
The current hype surrounding e-cigarettes and screens may be related to a report released by Debon Securities Limited titled "Semiconductor Industry Analysis: Mobile Phones, Cars, and the Third Major Screen, Big Screen E-cigarettes Expected to Catalyze MCU and other IC Demand." The report discusses the trend of several manufacturers introducing large screen disposable e-cigarettes, which could potentially shape the future of the e-cigarette industry.
Its viewpoint is as follows:
Large screen display technology can serve as an innovative means to meet consumers' personalized demands for e-cigarette products. At the same time, this technology can provide a more intuitive and information-rich display for e-cigarettes.
Following smartphones and automobiles, the large screen e-cigarette is penetrating and catalyzing opportunities in the related industry chain. The e-cigarette market is steadily expanding, with the disposable trend bringing continuous growth.
The disposable trend will shorten the e-cigarette replacement cycle, providing sustained growth for e-cigarette screen modules and related ICs. On the investment interaction platform, Interactive Easy, many investors have already been asking questions to listed companies with screen businesses.
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