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The topic of today’s report is “Finding the best-selling Easter eggs on the iPhone 12.”
Currently, the number of pre-orders for iPhone 12 on China’s JD and Suning platforms exceeds one million. The arrival date of the iPhone 12 will be delayed by one to two weeks, and the iPhone 12 Pro will be delayed by three to four weeks, twice as late as last year’s iPhone 11. Looking at it in three weeks, it’s clear that the iPhone 12 will sell well in China and even the world.
Easter eggs are eggs decorated in western countries to celebrate Easter. Eggs are used to symbolize the resurrection of life. Later, they become something only insiders can discover, expressing hidden messages.
Wanbao Investment Gu Cai Mingzhang emphasized that the iPhone 12’s first Easter egg is “Apple fully transferred to Type-C.”
There are 100 million 5G users in China, 7 million in South Korea, and only 1 million in the United States. The number of 5G base stations in China is 10 times that of the United States. The lack of 5G base stations in the United States limits the use of the iPhone 12. Not surprisingly, the iPhone 12 is the first to start selling in China.
However, this year’s epidemic in Europe and the United States has increased, and limited outings in winter have increased the frequency of use of the iPhone 12 indoors. The epidemic has made home work the norm. At the end of this year, the wave of high-speed streaming updates driven by the USB 4.0 standard began. Previously, power cables and audio cables were used. , Video transmission, network signal lines, now only one USB-C can be replaced, USB 4.0 is very powerful, the maximum transmission speed of 40GB per second, 27,000 times the first generation.
At Apple’s September press conference, the iPad Air ditched the Lightning interface and tweaked the USB-C slot. Apple has prepared for a complete switch to USB-C. In October, the iPhone 12 will also be USB-C. USB-related output value is estimated to be new in 2020. NT $ 1.4 billion, Taiwan’s USB supply chain is strong, and this is an explosion of trillion yuan business opportunities.
The USB industry chain includes upstream chipsets, control ICs, connectors, midstream motherboards, downstream cables and keyboards, mice, card readers, etc., as well as laptops, mobile phones, flash drives and, lo most importantly, USB control. IC.
The share price reflects the future. In November, Apple announced the cheapest MacBook ever, priced at less than US $ 800 and priced at Taiwan $ 25,000. It was the first to abandon the Intel platform and use its own processor designed with an integrated architecture. In the past, the USB control chip required Provided by Intel. With the arrival of Apple’s self-made platform in Q4, orders for USB 4.0 chips will be fully launched. Xiangshuo USB Master IC Factory (5269-TW), Genesis USB Hub IC Factory (6104-TW), Weifeng Electronics USB Control IC (6756-TW) is expected to get the new big order from Apple.
Xiangshuo EPS will challenge 4 stocks this year. Among the wealthy, the outlook for 2021 is the best. Genesys Logic used USB hub IC products to enter Apple’s peripheral products. It is already Apple’s long-term supply chain. This year’s EPS is estimated at 4.5 yuan, compared to last year. 2.2 yuan, double.
I have eternal regret for MacBook users. There are only two type C junctions. If one is used for charging, only one remains for external devices. It’s very inconvenient when working at home, but the MacBook is rumored to be released in November. In terms of cost, there is only one Type-C left, which will see the docking station explode after the end of this year. Supports fast charging, 4K output, USB3.0 and SD card. The penetration rate of the docking station in laptops is only 10%. Due to the end product design problem, if Apple’s MacBook fires the first shot, only one Type-C interface will remain, creating a huge business opportunity for the docking station.
Next year, the use of laptop docking stations will more than double. The world leader in docking stations, Dongshuo (3272-TW), has a 65% market share. This year, EPS is expected to challenge the 5 yuan, and others other than Apple will follow up. The economy version of NB can also have only one Type-C interface.
Wanbao Investment Gu Cai Mingzhang emphasized that the second Easter egg is the “rapid growth of TWS.”
The elimination of headphones on the iPhone 12 has increased the demand for AirPods, and working from home has also increased the demand for TWS. It will become the normal life of young people to exercise while listening to music. In the TWS market, AirPods has a market share of up to 70%. In 2019, TWS global sales grew by 200% and AirPods sold almost 60 million units. Because of the canceled iPhone 12 headphones, sales were estimated to grow by 60%, challenging 100 million units.
This makes the future performance of acoustic components, including Meilu (2439-TW) and Kangkong-KY (4943-TW), grow rapidly. Meilu’s income in September hit a record, indicating that the fund has passed and is expected to receive Profit increased by 35% each year.
Wanbao Investment Gu Cai Mingzhang emphasized that the third Easter egg is the “League of Legends mobile game.”
The most popular esports game, League of Legends, will be released from PC to iPhone 12. League of Legends is the number one PC game in the world, with 100 million registered users worldwide and 60 million viewers of League of Legends finals, which is more than NBA In addition, the A14 chip plus 5G makes iPhone 12 50% faster than other mobile phones, which is very suitable for online games and games.
We look at Logitech International, a major international company. Its share price is up 72% this year. Razer, which is listed on the Hong Kong Stock Exchange, is up 56% this year. The WHO and IMF have warned that domestic isolation could extend into the full year 2021. Competitive gaming stocks, Gigabyte (2376-TW), MSI (2377-TW), Thermaltake (3540-TW), Qiaowei (3078-TW) ), Weixun (3032-TW), Haiyun Electronics (6203-TW)), this year’s EPS has skyrocketed, and with the further delay in the development of the new corona vaccine, these stocks will rise more strongly.
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