iPhone 16 Release Imminent, Apple's Supply Chain Gears Up: Focus on These Three Listed Companies

iPhone 16 Release Imminent, Apple's Supply Chain Gears Up: Focus on These Three Listed CompaniesAccording to Counterpoint's latest "Monthly Flagship Smartphone Display Tracker" analysis data, the cumulative shipments of iPhone 15 series panels reached 6% higher than those of iPhone 14 series in the same period of 2022-2023 as of July. iPhone 16 series panels have begun shipping in July, with shipments exceeding those of iPhone 15 series in June and July 2023 by 20%

iPhone 16 Release Imminent, Apple's Supply Chain Gears Up: Focus on These Three Listed Companies

According to Counterpoint's latest "Monthly Flagship Smartphone Display Tracker" analysis data, the cumulative shipments of iPhone 15 series panels reached 6% higher than those of iPhone 14 series in the same period of 2022-2023 as of July. iPhone 16 series panels have begun shipping in July, with shipments exceeding those of iPhone 15 series in June and July 2023 by 20%.

Apple will hold a product launch event at its headquarters on September 9th (Beijing time: September 10th, 1:00 AM) where they are expected to unveil details about the iPhone 16 and other new devices. This event is highly anticipated, with the market generally expecting significant upgrades for the iPhone 16, marking the beginning of Apple's largest upgrade cycle ever.

Wedbush released a research report on Tuesday stating that the initial shipments of the iPhone 16 series are projected to exceed 90 million units, surpassing previous market estimates of 80 million to 84 million. The firm noted that approximately 300 million iPhones globally haven't been upgraded for over four years, laying the foundation for a surge in demand. With the formation of an AI-driven upgrade cycle, Apple's iPhone sales may surpass 240 million units in fiscal year 2025. China remains a key market for Apple's growth.

Apple's upcoming product launch will undoubtedly bring a new wave of investment opportunities to the related supply chain. Investors can focus on the following three listed companies:

1. Jinfu Technology (300128.SZ):

Jinfu Technology's main business encompasses consumer electronics and new energy sectors, providing products for leading international and domestic consumer electronics companies, including Apple as one of its clients. In recent years, the company has actively expanded into the new energy sector and achieved some progress.

2. Tianyin Holdings (000829.SZ):

Tianyin Holdings has long served the distribution and retail operations of leading manufacturers like Apple, HUAWEI, and Samsung, possessing a well-established channel network and extensive operational experience. In recent years, the company has actively expanded its online business and achieved impressive results.

3. Bozhong Precision (688233.SH):

Bozhong Precision has been deeply involved in the 3C automation manufacturing equipment field for many years, establishing long-term and in-depth partnerships with numerous leading global mobile phone brands, including Apple, Huawei, and Honor. The company boasts strong research and development capabilities and production capacity, holding a competitive edge within the industry.

It's important to note that these companies are not the only investment opportunities in Apple's supply chain. Investors need to consider their own risk appetite and investment strategies, conduct more in-depth research and analysis, and invest cautiously.

Further analysis of investment opportunities in Apple's supply chain:

• AI-driven upgrade cycle: Apple will heavily integrate AI technology into the iPhone 16, including more powerful AI chips, augmented reality features, and more intelligent software experiences. This will drive user upgrade demand, creating new growth opportunities for Apple.

• Importance of the Chinese market: China remains one of Apple's most significant markets, with its market size and growth potential warranting attention. Apple's development strategy in the Chinese market will have a significant impact on related supply chain companies.

• Stability of the supply chain: Apple has high demands for supply chain stability, requiring its suppliers to possess strong production capabilities and technical expertise. Investors need to monitor the supply chain management capabilities and technological levels of related supply chain companies.

• Evolving competitive landscape: Apple's competitors are constantly introducing new products and technologies. Investors need to keep an eye on the changing market competitive landscape and the advantages of related supply chain companies in the competition.

Finally, here are some suggestions for investing in Apple's supply chain:

• Focus on core component suppliers: Core components of Apple products, such as chips, displays, and cameras, are key links in the supply chain. Investors can prioritize excellent suppliers in these fields.

• Focus on channels and services: Apple product sales channels and after-sales services are also important components of the supply chain. Investors can pay attention to the market share and profitability of related companies.

• Focus on new technology applications: Apple is continuously exploring new technologies like AR/VR, 5G, and AI. Investors can focus on companies in these technology fields and their positions within Apple's supply chain.

In conclusion, Apple's supply chain is a vast and complex ecosystem, presenting tremendous investment opportunities. Investors need a thorough understanding and analysis of the entire supply chain, and based on their risk tolerance and investment strategies, select suitable investment targets.