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The Apple iPhone 16 is officially unveiled. Which chip stock is expected to benefit?
Investment firm KeyBanc Capital Markets said on Tuesday that the impact of Apple's new iPhone 16 smart phone series on the semiconductor industry is mixed.
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Is the largest ever wave of phone upgrades about to begin? The Apple iPhone 16 is about to debut, and these 24 Hong Kong and US stocks are expected to see a breakthrough.
Sinolink Securities research report pointed out that according to the information of the component supply chain, the iPhone 16 series new machine is expected to have a stock of 88 million to 90 million units, and Apple Intelligence is expected to empower the iPhone 16 new machine, accelerating the replacement cycle. Apple will continue to build its core competitiveness in chips, systems, hardware innovation, and end-side AI models. Apple's AI technology and hardware innovation are expected to drive hardware replacement demand. The competition pattern of the Apple industry chain is good, and it is expected to achieve a simultaneous increase in quantity and price.