Recently, a CITIC Construction Investment research report pointed out that the second half of the year will enter the traditional peak sales season for consumer electronics, and a series of product updates launched by Apple, Samsung and other manufacturers are expected to bring s

Recently, CITIC Construction Investment research report pointed out that the second half of the year will enter the traditional sales season of consumer electronics. Apple , Samsung and other manufacturers have launched a series of product updates, which is expected to bring strong market demand.

iPhone 14 series rendering

Among them, because Apple’s innovation momentum is still strong, product sales are still considerable, and the Apple industry chain still has the strongest growth certainty. In addition, Samsung's new generation of folding screen mobile phones has performed well in the market. Folding screen mobile phones are accelerating from "early adopters" to "common use", which is expected to further boost downstream consumer demand. Panel manufacturers, UTG glass manufacturers, ammonium chain and shaft manufacturers may Benefit.

For supply chain manufacturers, as long as they get involved with Apple, it basically means high profits. Looking back at OFILM , which was recently removed from Apple's supply chain, both revenue and net profit plummeted in the first half of this year. As for BOE , which has been included in Apple's supply chain and has an increasing share of supply, the financial report data is obviously much better.

It is reported that this year’s initial stocking volume of Apple’s iPhone 14 series is 95 million units, which is 5 million units higher than last year’s reported iPhone 13 series’ initial stocking volume of 90 million units. Such a large amount of stock is also a symbol of the benefits for suppliers. If the 14 series is still widely welcomed by the market after it goes on sale this year and shipments continue to rise, there is no doubt about the strong growth of Apple's supply chain.