Apple iPhone X, iPhone 8 series sales were not as good as expected, Samsung, Hon Hai and TSMC and other related manufacturers brought no small impact, however, for some manufacturers, other new Apple products shine, in addition to price cuts after the iPhone 7 Series Apple Watch sales thriving, third-generation models supply chain full of breeze, followed by cheap iPad upcoming, it will drive a long time no see the panel tide came, Yaohua, Quanta and other manufacturers in the first half performance is expected to off-season The new generation of iPhone X and iPhone 8 series listed so far not sold as expected to write a new high, its production cut, cut the single frequency of news more for the market for iPhone X with OLED panel exclusive supplier Samsung Electronics, or Dali, the main assembly Foundries Hon Hai, foundry leader TSMC first quarter profit-taking performance on the sidelines, causing a chain reaction in the supply chain.But the new iPhone sales noise, there are still surprises manufacturers, such as the previous market came out due to Japan Factory Murata (Murata) shipments less than, Jiafenyi suddenly received an Apple iPhone new aircraft soft board urgent orders, the two sides will be more comprehensive cooperation in 2018 to expand the indirect access to light In addition, the assembly giant and Shuo originally due to the iPhone 8 demand than expected, the second half of 2017 performance to write the recent three-year low, but benefited from iPhone 7 series price cuts, Shipments surged contrarian shipments in January revenue unexpectedly paid a good performance of 121,063,000,000 yuan, write down a record high for the same period over the previous year, a substantial slowdown in iPhone 8 order to reduce the crisis, but also for iPhone i7 / i8 aluminum metal frame can be As well as the risk diversification, January revenue of 8.186 billion yuan, an annual increase rate of 68.4%, better than expected performance.While it is noteworthy that, in addition to the iPhone old and new machine supply chain performance both the case, the supply chain said that other Apple products Line planning in the off-season for Taiwanese plant is also very helpful, which, strengthen the software App and join the communication and many other features of Apple Watch Series 3 continued sales boom, estimated since February in the mainland, Hong Kong and other markets a comprehensive heavy volume, order visibility May have seen May and June, including the foundry giant Quanta, ASE's ring Asahi Electronics, Titanium rose, and soon to join the supply chain, etc., with the substantial increase in yield, the first half performance is expected to off-season Light, titanium is more expected in the first quarter To profit flip the key moment.Also Apple's upcoming cheap iPad, not only lock the general consumer ethnic needs, stimulate the iPad, iPad mini old machine users willingness to change, but also attempt to open up new theater, including the need for parity Tablet PC control functions of the industry , Service industry and other kinds of industrial application demand, the overall demand is huge, for Yaohua, Compal and other supply chain will bring significant profits 挹 note, to help the second quarter performance is expected to off-season is not short. In addition, AirPods also British Industry Tatsu, good dimension and other contributions, while the specifications of the MacBook or the new smart audio HomePod has become a lot of manufacturers performance growth momentum of new hope, such as Quanta and soft board maker Taichung, etc. The market is expected to Apple Generation strategy planning affects the global trend of science and technology and the growth and decline of the industrial chain. Many new products such as AR glasses, self-driving and artificial intelligence (AI) generations have become the focus of supply chains in various countries.
