It was previously rumored that the Apple Watch, which was manufactured by Guangda, had poor yields, which forced Apple to seek help from Hon Hai. Now, financial website Barron ˋs quoted foreign capital as saying that Quanta's yield rate has risen to more than 60%, close to Apple'

2025/04/0411:26:34 hotcomm 1325
It was previously rumored that the Apple Watch, which was manufactured by Guangda, had poor yields, which forced Apple to seek help from Hon Hai. Now, financial website Barron ˋs quoted foreign capital as saying that Quanta's yield rate has risen to more than 60%, close to Apple' - DayDayNews

It was previously rumored that the yield of the Apple Watch produced by Guangda was poor, forcing Apple to seek help from Hon Hai. Now, financial website Barron ˋs quoted foreign capital as saying that Quanta's yield rate has risen to more than 60%, close to Apple's target; and said that even if the Apple Watch's performance is mediocre, Quanta's stock price is still expected to rise sharply next year.

Barong reported on March 1 that JPMorgan reported on March 31 that the yield rate of Quanta's production of Apple Watch has increased to more than 60%, close to Apple's near-term target of 70%, which seems to imply that Apple does not need to seek help.

HSBC also supports the above view, saying that the foundry will take one year to prepare for research and development. Now, Apple is unlikely to seek help from other manufacturers. HSBC stressed that in terms of iPhone and iPad, Apple only looked for a second-generation factory after its annual production increased to 40 million units. HSBC estimates that Quanta will ship 25 million Apple Watches by next year, accounting for about 13% of Quanta's revenue.

Barong said that in addition to Apple Watch, Quanta has many highlights. Quanta's switches and data center equipment may grow by 20% this year. Although laptop sales slow down, competitors withdraw and gross profits can be more stable. In addition, Apple's new laptop is also manufactured by Quanta.

Barong said that Quanta has near-term risks, but its long-term outlook is optimistic, and its stock price may soar sharply next year. Quanta's first quarter of this year may affect profitability due to its efforts to improve the yield of Apple Watch; in addition, consumers see that Apple's new laptops will be launched in April, and may delay the purchase of laptops, which is not conducive to Q1 financial performance. At present, the gap in profit expectations for Q1 is huge, but the gap in estimates for each quarter has narrowed in the future, and most people believe that it will continue to improve.

(This article is reproduced by authorized by MoneyDJ News)

extended reading:

  • Quanta, Sun and Moonlight yield is poor? Apple Watch is rushing to supply

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