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电子行业专题报告：港股消费电子专题，钛合金加速导入，潜望镜及终端侧AI趋势确立-20231110-方正证券

钛合金加速渗透，3D打印助力发展。我们看到，相比于传统不锈钢、铝合金等材料，钛金属能更好的兼顾硬度和重量，目前iPhone 15 Pro系列、小米14Pro、三星Galaxy S24UItra 的手机中框均开始采用钛合金材料，3C 终端上的应用正在加速渗透。此外，钛合金之前由于传统加工方式的低效导致生产成本高昂，而3D打印技术能有效解决钛合金成型的难题，提高制造效率并减少原材料损耗，良率及产能瓶颈

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