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guojin securities: the competition landscape of apple's industry chain is good, and it is expected to usher in a rise in both volume and price

2024-09-03

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guojin securities research report pointed out that apple will hold a new product launch conference at 1:00 am beijing time on september 10, and will release the new iphone 16 series, the new generation apple watch series 10 and the new airpods headphones. the a18 series chips will be built using tsmc's second-generation 3nm n3e process, which is expected to have a significant improvement in energy efficiency. according to information from the parts supply chain, the iphone 16 series has a stock of 88 million to 90 million units. apple intelligence is expected to empower the new iphone 16 and accelerate the replacement cycle. apple will continue to build core competitiveness in chips, systems, hardware innovations and end-side ai models. apple's ai technology and hardware innovations are expected to drive demand for hardware replacements. the competition landscape of apple's industry chain is relatively good, and it is expected to usher in a simultaneous increase in both volume and price. (this article comes from china business network)
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