core technology news (text/Li Taihong), Apple new iPhone is expected to be officially released next week, and the upstream component supply chain has already started to move. Industry insiders are optimistic that Taiwanese manufacturers in China can benefit from the new iPhone case products. With the continuous supply of shipments in August, operations in the third quarter will increase significantly. It is expected that revenue in a single quarter is expected to break through the NT$25 billion (the same unit below), and there is also a chance to exceed the level of the same period last year.
Although the market generally expects that the new iPhone of Apple is not much different from the previous generation, according to previous years' experience, as long as it is a different model of components, the initial quotation of mass production will still be higher than that of old products. In other words, the operations of component manufacturers are also supported.
Kaisheng's revenue in July was 8.68 billion yuan, with a monthly increase of 38% and an annual increase of 16%, setting a record high since November 2018. Industry insiders pointed out that the performance in July revealed signs of fermentation of the peak season effect. The revenue for August to be announced is expected to grow significantly.
In addition, there are also many non-Apple 5G mobile phone case orders for operation in the third quarter, which helps to increase revenue and profit-making sources in a quarter.
In addition to mobile phone products, laptop computer can also become another driving force for operation in the third quarter. In particular, Apple will launch a new MacBook Air in the back-school season, which can be completed in 100% of the process in its own factory, which will have a bonus point for gross profit performance.
Overall, industry insiders expect that operations in the second half of the year will get rid of the lows in the first half of the year. It is estimated that revenue in the second half of the year will grow by 63% compared with the first half of the year, and gross profit margin is expected to rebound to more than 30%, and is expected to reach 38%, far higher than 25% in the first half of the year.
As for 2020, Kecheng's operations are not indifferent. Industry insiders analyzed that since 5G smartphones have higher requirements for antenna signal penetration and heat dissipation, it will inevitably significantly increase the complexity of shell production. In the case where Apple and non-Apple camps will strive to capture the 5G smartphone market, Kecheng will significantly benefit. (Proofreading/Xiaoshan)
can become the chairman Hongshuishu. Image source: Xin Technology
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