Reported 12 months ago
The market anticipates that the first AI phone from Apple, the iPhone 16, will be officially unveiled at the September autumn launch event, with sales estimated to reach 90-100 million units. The second half of the year will see the release of new phones, with Apple's supply chain showing strong momentum in July. Stocks related to Apple, such as TSMC (2330), Foxconn (2354), and other companies, are slowly gearing up for the traditional peak season. The iPhone 16 series is expected to use TSMC's second-generation 3nm N3E chip and A18 processor, with the Pro models featuring the A18 Pro chip, surpassing the computing power of the M4 chip in the latest iPad Pro. The release of the AI phone is expected to stimulate a wave of upgrades among Apple fans, leading to a good revenue growth forecast for the third quarter for semiconductor, optical lens, PA, assembly, and casing related companies in the Apple supply chain.
Source: YAHOO