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According to people familiar with the matter, Apple's revenue in India was nearly $8 billion in the year ending March this year, an increase of about 33% over the same period last year; the iPhone accounted for more than half of Apple's sales. Overnight, Apple's U.S. stock rose by more than 1%, setting a new record closing high, with a total market value of $3.59 trillion.

Recently, Apple released Apple Intelligence, a personalized intelligent system, which consists of a variety of highly intelligent generation models. Apple Intelligence's AI capabilities are deeply integrated with the underlying system, and it has system-level AI capabilities, which can provide users with a perfect AI interactive experience. Huaxi Securities Research Report pointed out that Apple Intelligence will become the leader of AI mobile phones, promoting the accelerated penetration of native intelligence. According to Canlys, the iOS operating system will account for 55% of global AI mobile phone shipments in 2025. The improvement of terminal computing power may drive the upgrade of mobile phone chips and components, such as SoC chips, storage, camera, PCB, and heat dissipation. In addition, Guojin Securities believes that according to IDC, Apple's global ownership will reach 840 million units in 2023, and the replacement cycle will be 3.6 years. Software + hardware innovation is expected to drive a new round of replacement. Hu Yang of Huaxi Securities said that with the recovery of consumer electronics demand and the entry of AI mobile phones into the native stage, the era of AI mobile phones led by Apple will accelerate. On the one hand, the upgrade of mobile phone chip components drives the increase in both quantity and price of the AI ​​mobile phone industry chain; on the other hand, the linkage with other AI smart terminals brings a richer experience, and the synergy effect is more obvious.

According to the Cailianshe theme database, among the relevant listed companies:

Crystal OptechThe company has three major fields: consumer electronics, automotive electronics and metaverse. Its customers include Huawei and Apple. The company expects a net profit of 400 million to 450 million yuan in the first half of the year, a year-on-year increase of 125.45% to 153.64%.

Luxshare PrecisionIt is a leader in consumer electronics. Guotai Junan Securities said that Apple is the company's super large customer and has benefited greatly from the increase in downstream sales.