Observing Hon Hai's operation in the new iPhone assembly business, Kwok Ming-kwan pointed out that Hon Hai's off-season season will not be short in the first quarter of next year, and the operating energy will be available. Next year, the new iPhone will continue to enjoy strong annual growth.
The report revealed that Hon Hai from the end of the fourth quarter of this year began to transfer iPhone 8Plus production line into the iPhone X to deal with iPhone X more orders.
The report pointed out that after the release of iPhone X, more purchase information will help to eliminate users' doubts about innovation experience. In addition, the demand during the Chinese Lunar New Year season can be expected, together with Apple's efforts to eliminate the ox market. The report analyzes the current iPhone X in cattle The market price, can not correctly measure the overall demand.
Observing Shuo Shuo's new iPhone assembly operation, Guo Mingji estimated that the demand for iPhone 8 was lower than expected. It is expected that iPhone 8 production will decline 50% to 60% in the first quarter of next year, and the utilization rate of Huasuo may decline.
However, Kwok Ming-kuo is still positive and Horst Kobo growth momentum in the second half of next year, due to more diversified orders, as well as the second half of next year, the new iPhone selling more than the iPhone 8, and long-term growth no danger.
Watch Wistron in the new iPhone assembly operation, the report is expected to ship significantly higher than expected in the first quarter of next year, the key component suppliers in the first quarter of next year kinetic energy is expected to be better than expected in the second half of next year, market share is expected to further improve And continue to grow.
Looking ahead to the iPhone 8 Plus shipments, Guo Mingji estimates that Season 4 iPhone 8 Plus is slightly better than expected. IPhone 8 Plus will see a significant upward revision of more than 80% to 100% in the first quarter of next year due to the iPhone 8 Plus being the replacement for the iPhone 8.
iPhone X plus iPhone 8 Plus shipments climbed, corporate estimates Hon Hai end of the year results have the opportunity to climb month by month, is expected to Hon Hai fourth quarter results expected more than 30% growth in the third quarter, single-season performance can be more than new Taiwan dollar 1.4 trillion, came single-season peak this year.
Market speculation, Hon Hai exclusive iPhone X assembly orders, Hon Hai also made most of the 5.5-inch LCD version of the iPhone 8 Plus assembly orders.