Pu Deyu said that iPhone products are expected to grow moderately. Yuanta’s investment in the May upgrade of the overall iPhone supply chain, and internal expectations, will account for about 55% of OLED shipments in the second half of the year, higher than market estimates. 30%, considering the high specification of OLED models, Apple's supply chain is expected to benefit.
On the other hand, Apple also drove the 3D sensing trend. It is expected that Apple will enhance the AR experience. In the second half of the year, the iPhone model will be added with front-end 3D sensing, and the rear stereo vision will be introduced in the second half of 2019, which is expected to boost the overall 3D sense. Test loading rate.
As for the semi-conductor industry, Zhang Jiayi, senior vice president of Yuanda Investment Consulting, said that based on the inventory days of current IC design companies, the status of the semiconductor industry has improved, and the companies have gradually entered the peak season to welcome terminal demand in the second half of the year.
On the whole, Zhang Jiaxuan said that the semiconductor industry outlook is positive this year. Important new application trends include the development of autopilot systems and electric vehicles, AI, 5G, virtual currency mining, and the DRAM and silicon wafer price growth themes are also expected to continue to drive. Overall industry development.