In view of the production capacity, it can be said that the production capacity will be fully loaded in the second half of the year, which will drive the overall operating performance. It is expected that the production capacity will still be quite tight this year. Therefore, the existing capital expenditure will continue to be implemented as planned. demand.
The supply chain revealed that this year's new iPhone case is mainly divided by three companies, namely, Kecheng, Hongzhun and Yusheng. As Apple plans to launch three new iPhones, not only the low-priced version, but also the high-end models, it is expected to detonate a new wave. The tide of the machine also makes the upstream shell factory tighten the nerves, and spares the stock.
Among them, the affordable version of the iPhone is quite competitive due to its price, and it is expected to attract a wave of exchanges around the world. Therefore, the demand for the casing is increasing, which can be caused by the main body of the aircraft. Supplier, benefit the most.
In addition, the new version of the iPad and the low-cost version of the MacBook will also be in the next moon phase, but also into the supply, then the iPhone, iPad, MacBook three new Apple products, the production line will be quite busy, welcoming the industry peak season.
It can reach 7.497 billion yuan in July, a month-on-month increase of 4.1%, an annual increase of 0.7%. The legal person pointed out that the time when the capacity can be fully loaded in the past usually falls in the fourth quarter. This year, when Apple demands full stocking, it is likely to reach in advance. Full load, August, September revenue is expected to jump and grow, driving the third quarter of the industry's operations to create another peak.