[ad_1]
The topic of today’s report is “What are the dark horses hiding in a conference without an iPhone?”
Wanbao Investment Gu Cai Mingzhang stressed that without the iPhone 12, Apple’s stock price is slow. The second quarter financial report shows that the iPhone accounts for 44% of Apple’s total revenue. This year’s iPhone 12 5G replacement wave will be postponed to 10. It was announced in the middle of the month and sold globally in late October. However, the epidemic has reduced the demand for replacement phones and reduced the number of days of sales. Therefore, the actual sales performance of the iPhone 12 is unclear. After Apple’s conference on Tuesday, the stock price fell once and barely closed. Red, which closed at $ 115, is still some way from the all-time high of $ 137.
This also caused iPhone supply chain Largan (3008-TW) and Hon Hai (2317-TW) share prices to close on Wednesday, but this time the fall new product launch conference will lead to the Apple Watch and iPad to fight the epidemic and work at home. Business opportunities for entertainment and distance learning.
The iPad has sold more than 500 million units worldwide. The 10.2-inch A12 processor in the 8th-generation iPad released this time performs twice as fast as conventional Windows tablets, three times faster than Android tablets, and the most popular Chromebook is six times faster.
The highlight is the fourth-generation iPad Air. The 10.9-inch frame design uses an A14 processor, which improves performance by 40% and uses 10 hours of use. This is the first product in the world to use a 5nm A14 chip. TSMC’s ADR (2330-TW) rose 6% on Tuesday, just 1% from the all-time high.
After September 15, TSMC stopped supplying Huawei, and fourth quarter revenue would theoretically decline by 15%, but the largest customer, Apple, accounted for up to 20% of TSMC’s revenue. Except for the iPhone 12, this iPad Air and slated for November. In the announced new MacBook series, Apple’s own-built ARM architecture is also equipped with TSMC’s 5-nanometer chip. Along with increased orders from AMD and Nvidia, TSMC is expected to make up for Huawei’s revenue gap in the fourth quarter.
Wanbao Investment Gu Cai Mingzhang emphasized, however, compared to TSMC’s surge on Wednesday, synchronized semiconductor and integrated circuit design will likely not be able to increase revenue in the fourth quarter, because Huawei’s gap cannot be filled by full, so that after the short-term passion Will be withdrawn.
On the other hand, the fourth generation of this iPad Air uses type C charging instead of Apple’s Lightning charger. It was previously reported that this year’s iPhone 12 will have the first major patch cord change in 13 years, and for the first time it comes with a braided cable. Imported Type-C interface and charging cable, Lili (1444-TW) lights up the daily limit on Wednesday, Lili supplies polyester straps for Apple Watch. This company discarded the plastic materials of the past and switched to more durable fabrics. Exclusive line provider.
At present, Apple laptops have adopted the Type-C interface, but the tablets only use the high-end iPad Pro. This time, the fourth generation iPad Air is also used, which will allow providers Zhengwei (2392-TW) and Liangwei (6290-TW) and Xuande (5457-TW) to receive Dabu Pills, but this group was obviously not noticed on Wednesday. . Among them, attention can be paid to Xuande because the parent company, Luxshare Precision, has improved its role and status in Apple’s supply chain.
A big warning, the red supply chain BYD Electronics confirmed that it won the iPad OEM order for the first time, setting a record for the mainland share price, making Taiwanese manufacturers Hon Hai, Quanta ( 2382-TW) and Compal (2324-TW) iPad original foundries will be affected by gross profit margins. BYD Electronics is currently an entry-level iPad, but it is expected to get the high-end iPad assembly orders next year. The trading orders will affect the profitability of Taiwanese manufacturers.
The 4th generation iPad Air is compatible with Apple Pencil and Magic Keyboard. The Magic Keyboard is priced at NT $ 10,000. Using a new Apple keyboard equivalent to the latest MacBook Air immediately upgrades the iPad to MacBook. Scissor Foot Keyboard, Supply Chain Jingyuan (2387-TW), Kejia-KY (5215-TW)
Third quarter revenue will be upgraded to a record, which is also a hidden dark horse at this conference.
Apple’s first presentation in the fall was carefully organized for the new business opportunities of the corona epidemic. The new iPad Air can play console games. This also shows that the supply of Nvidia’s new RTX 30 series graphics card is in short supply. It can also be inferred from the launch of new Apple products. Gigabyte (2376-TW), MSI (2377-TW) and Thermaltake (3540-TW) of competing games are all experiencing a boom in season three.
Apple Fitness and Apple Watch users are connected with fitness trainers. They charge $ 9.99 a month and $ 79.99 a year. Break from the previous exercise to detect your heartbeat and pulse. This time, you can expand your home fitness business opportunities. This is the new crown. Many people affected by the epidemic need to exercise after working at home.
Additionally, Zhenglong (1904-TW), an industrial paper manufacturer, was also branded by Apple. Its share price hit a 25-year high on Wednesday. One of Apple’s two main suppliers is Zhenglong. This time, a major manufacturer of packaging materials for Apple products, the industry’s EPS is estimated to be more than RMB 3 this year.
On Wednesday, TSMC and UMC (2303-TW) climbed and challenged the high point. The participation of electronic shares returned to 75% of the capital, squeezing the transmissions that have increased recently, especially plastics and shipments. However, FedEx’s financial report for the last quarter was much better than market expectations. US stocks rose 8% after the second trading session, reflecting the explosive growth of e-commerce during the epidemic. FedEx is the leading indicator for industrial paper.
However, there are still bright spots in the transfer of production. The continent has a long 8-day holiday this year. Tourism consumption on the continent is booming. Master Kong-DR (910322-TW) has two consecutive daily limits. Although the group of depository receipts is speculative of shares, However, some companies are highly correlated with the consumption of the peninsula. Among 13 deposit slips on Wednesday, up to 9 levels closed the daily limit.
Join Tsai Mingzhang’s Fan Group for Free Now to Share More Information
Mr. Cai chooses LINE’s fan group of dark horse Cai Mingzhang
https://line.me/ti/p/@marbo666
Cai chooses free YOUTUBE audio and video channel, Cai Mingzhang, the dark horse
https://www.youtube.com/channel/UCHjkjx50-BTduhjwiwFA3nw
Mr. Cai chooses the Dark Horse Cai Mingzhang FB community
https://www.facebook.com/groups/marbo666/
Mr. Cai Chooses Dark Horse Cai Mingzhang Telegram Fan Group
https://t.me/marbo666
Individual values recommended by the company for analysis
No undue financial interest ratio Past performance does not guarantee future benefits
Investors should make independent judgments and prudential assessments and bear their own investment risks.
[ad_2]
