Apple released the financial data released last week, the revenue guidelines also canceled the industry's concerns about iPhone 8 delayed listing, Apple stock prices then rose all the way, and the long-term suppliers of iPhone / iPad also naturally followed it. .
However, those who want to invest Apple before Apple, please invest Apple suppliers, enjoy Apple iPhone to upgrade "Super Cycle", you should figure out how much changes to many suppliers will bring many suppliers.
It seems that there will be some new vendors to enter the Apple vendor list, and there will be one or two long-term suppliers to be excluded from the supply chain of iPhone 8.
For a long time, Bo Tong has been providing RF power amplifier modules, Wi-Fi / Bluetooth combination chips and GPS chips for Apple, will also become a big winner on the iPhone 8. The company said in the quarterly earnings conference in April that iPhone 8 will adopt eight components of Bo Tong, compared to the IPHONE 7, the value of the Bo Tong device adopted by the iPhone 8 increased by 40%.
In fact, the smartphone radio frequency subsystem is becoming more complicated. On the one hand, due to the increase in the number of cells supported by the mobile phone, on the other hand, due to the communication network, the peak of Gigabit Bit / s is made. The speed is getting more common, which has promoted Apple and Samsung's demand for Bo Tong products. Of course, the iron is still hard, mainly due to the leading manufacturer of Bo Tong in the field of advanced FBAR filters. In addition, the demand for the Wi-Fi radio module containing a plurality of transmitters and receivers (MIMOs) has also benefited from BoTong.
However, the value of the chip value called by Bo Tong has grown by 40%, the most important driving force may be Apple's chip that implements a lot of wireless charging function on the iPhone 8. As early in February this year, JPMorgan Tatong reported that Apple and Boyong were working together to carry out the development of wireless charging systems, which will maintain the "industry top level" in the next two years. At the same time, Kaji Securities reported that the iPhone 7S launched with iPhone 8 will also support wireless charging.
Bo Tong's competitors Skyworks in the RF chip in the revenue recorded in the fate of March, with nearly 40% from Apple, and its performance will also grow with this year's iPhone. Compared with Boyong, its profits are less, but it is also auspeted by the rising of RF complexity. Skyworks CEO Liam Griffin said in a profitable conference held on July 20th, Skyworks "[feeling] is very good", will benefit from the company's largest customer apple growth.
Qorvo released receiving guidelines last week relatively weak, and its mobile device sales rely on Samsung and China OEM vendors, despite this, it also benefits from the growth of chip-worth of Apple iPhone 8 and iPhone 7s.
If the news called the iPhone will use a glass backplane (rather than the previous aluminum backplane), iPhone / iPad gorilla panel long-term supplier Corning Company may double the number of panels provided by each iPhone 8. Apple has recently investing 200 million US dollars, and Corning's special material business (mainly gorilla glass panel) has experienced strong growth in the third quarter, which means the company The iPhone business for half a year will be very eye-catching.
Optics Suppliers Finisar and LuMentum Holdings have become an iPhone supplier for the first time. Both manufacturers will provide laser components that will allow iPhone 8's camera to support 3D depth sensing, so that facial recognition and enhance reality. The initial report shows that Apple uses this feature on the front camera, but the Fast Company is reported that Apple also wants to use this function on the back camera. According to reports, HIMAX Technologies will provide wafer-stage optical components (WLO) to help the camera support 3D depth sensing.
Power Integrations may also become another new iPhone vendor. In June, Rosenblatt Securities reported that Power Integrations will replace NXP and Anson's chip, providing a power conversion IC for Apple's next-generation iPhone to achieve faster wired charging speed. NXP is likely to supply NFC RF components to Apple, while ANSA is said in the last profitable conference call. "The main smartphone platform on the company will continue to grow with mobile phone upgrades." It is likely to remain Apple's power management chip supplier.
On the other hand, Apple Displays the long-term supplier of Drive ICs forced to exit the iPhone 8 supply chain because iPhone 8 is used to use the OLED display instead of LCD. Synaptics released the short-season guidelines in September last week, pointed out in the conference call, the company's sales power of the company's fiscal year (As of June 2018) will damage due to "high-end smartphone customers to the OLED display . Since Samsung's high-end mobile phone has long used OLED, the high-end mobile phone customers referred to Synaptics are likely to be Apple. Last year, the report said that Apple is developing the OLED driver IC manufactured by TSMC. It is expected that TSMC will continue to make Apple manufacturing application processors and fingerprint sensors.
For many suppliers, Apple iPhone's ultra-high popularity and huge sales offer unique opportunities. Apple's 2016 fiscal year sold 2.21 billion iPhone (as of September 2016), analysts expect that Apple will sell 217 million iPhone in fiscal year, thanks to people's huge expectations for iPhone 8, 2018 fiscal year iPhone The sales will reach 246 million. Guo Mingchi, Kaiji Securities, forecast in a recent report, Apple will ship 45 million to 50 million iPhone 8 this year, the initial supply shortage may be facing the initial supply, and the shipments of iPhone 7S will reach 35 million to 38 million. The shipments of iPhone 7S-PLUs will reach 18 million to 20 million.
Moreover, for many suppliers, Apple provides them with fairly stable business. Apple has always been strive for the performance of the order product, and masters strong pricing power, but Apple is more loyal to many suppliers, no big changes, Apple will have the same partnership with suppliers. Continuous.
iPhone 8 supplier combination shows that iPhone 8 will adopt advanced technologies such as OLED, 3D deep sensation, wireless charging, and fast-wired charging, which will not only bring strong demand for iPhone 8, but also help suppliers achieve good results. Long-term trend is continuously improved by RF complexity, and the existence of suppliers has also been strengthened. We need to pay close attention to which suppliers can achieve the greatest income from the hot sale of iPhone 8.
Original link: https://www.eeboard.com/news/iphone8-21/
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