With the upcoming release of the new Apple iPhone 16, the market isenthusiastically responding to its artificial intelligence features, which are expected to drive a new wave of upgrades. Legal persons are optimistic about the AI capabilities of the iPhone 16, predicting that the second half of the year will see shipments of the entire series reaching approximately 90.1 million units, a 10% increase from the iPhone 15 in the same period last year.
The main PCB supply chain has recently benefited from the demand for new product preparation. Zhen Ding-KY, which produces flexible printed circuit boards, achieved a consolidated revenue of NT$17.814 billion in August, equivalent to RMB 3.942 billion, a year-on-year increase of 29.2%, and a month-on-month increase of 32.4%, setting a new record for the same period in previous years. Zhen Ding-KY stated that as the second half of the year enters the traditional peak season, along with the release of new products by customers, the company will continue to benefit from the demand for new product preparation. It is expected that the utilization rate of production capacity for each product line will increase in the second half of the year, and the company holds a positive view of its full-year operational performance.
Hua Tong, as a major supplier to Apple, is expected to see a significant increase in revenue in the third quarter compared to the second quarter. EMC, an upstream HDI board company, in addition to being an Apple concept stock, has also seen a significant increase in revenue recently due to the growing demand for high-end AI servers, 5G, and electric vehicles, with an 8-month revenue increase of 47.54%.
Although there is a divergence in market expectations for the sales volume of the iPhone 16, it is generally believed that the addition of AI functions will be one of the key factors driving sales growth. However, some analysts have pointed out that the value of AI functions on mobile phones to users is still unclear and needs further market verification.
For Sanxis, we are also following the trend of technology, and we can also provide customers with high-frequency and high-speed HDI PCBs for smart phones, if you are interested, you can contact our customer service to place an order.
