Market Insight | Gao Wei Electronics Surges Over 4% Apple May Launch New Products Next Month, Company's Performance Expected to See Significant Growth in the Second Half of the Year
Gao Wei Electronics rose more than 4%, as of the time of publication, it rose by 4.08% to HKD 21.7, with a turnover of HKD 57.06 million. On the news front, CMB Securities pointed out that the company is currently the main supplier of front camera modules for iPhone and iPad, has been cooperating with Apple for over a decade, has deep technical reserves, and has made significant progress in cost control and customer service after being acquired by Lijing. The bank expects the company to enter the potential periscope and ultra-wide-angle dual module part for the rear camera of the new iPhone in the second half of this year, with the company's revenue expected to increase by several billion US dollars. Founder Securities previously pointed out that Gao Wei will enter the new rear camera project for the first time this year, and the performance in 24H2 will see a significant increase in volume. According to reports, Apple may hold another event in October this year to launch new Mac and iPad models. Galaxy Securities research report stated that with the three factors of "mobile phone function innovation + appearance upgrade + replacement cycle" driving together, Apple phones are expected to usher in a new replacement cycle. Coupled with the ecological layout of Apple AI, the Apple industry chain is expected to continue to exceed expectations in the next three years. Optimistic about the performance growth of supply chain related companies
According to the Wise Finance APP, GoerTek (01415) surged over 4%, as of the time of publication, it rose by 4.08% to HKD 21.7, with a turnover of HKD 57.06 million.
On the news front, CMB Securities pointed out that the company is currently the main supplier of front camera modules for iPhones and iPads, has been cooperating with Apple for over a decade, with deep technical expertise. After being acquired by Largan, there have been significant improvements in cost control and customer service. The bank expects the company to enter the potential periscope and ultra-wide-angle dual module part for the rear camera of the new iPhone in the second half of this year, with an expected revenue increase of several billion US dollars. Previously, Founder Securities indicated that GoerTek will enter the new rear camera project for the first time this year, and its performance in 24H2 is expected to see a significant increase.
In addition, Apple may hold another event in October this year to launch new Macs and iPads. Galaxy Securities research report stated that with the triple factors of innovative functions, appearance upgrades, and replacement cycles driving together, Apple phones are expected to usher in a new replacement cycle. Coupled with Apple's AI ecosystem layout, the Apple supply chain is expected to continue to outperform expectations in the next three years. Optimistic about the performance growth of related companies in the supply chain