Apple*s double happiness will boost the supply chain

Release date：2014-10-15   Views：2461

Apple will release its new product iPad air 2 on October 16, followed by the fourth quarter financial report (July to September) on October 20. The financial report includes the sales volume of the first batch of global sales of iPhone 6 and iPhone 6 plus. It is estimated that the financial report will bring good news, which will affect the stock price trend of Taiwan related Apple concept stocks such as Hon Hai, Heshuo, daliguang and Kecheng.

Apple's last earnings report meeting estimated that the revenue of the fourth quarter was 37-40 billion US dollars, better than the previous quarter's 37.432 billion US dollars, and the gross profit margin was 37% to 38%, slightly lower than 39.4% of the previous quarter.

Analysts believe that Apple's earnings will focus on the overall sales performance of iPhone and the fourth quarter outlook, and the sales performance of the Chinese mainland market, and now generally optimistic about the iPhone 6 and the initial sales of 6 Plus.

After the launch of the iPhone 6, the market will pay attention to the iPad air 2 which will appear this week. It is understood that the iPad air 2 will become thinner again, and the fingerprint identification system will be imported into the home key, and the horn holes of the new iPad will be changed from two rows to one row, which will benefit sapphire material factory. Meanwhile, it is also reported that American law has entered the supply chain of iPad air2.

In addition to the iPad air 2, Apple will also release the IMAC with a 27 inch retina display, the first time Apple has released an all-in-one desktop computer with an ultra-high-resolution display.

According to the legal person, Taiwan stock market in October will be dominated by financial reports, especially those with good financial results in the third quarter and continued to perform well in the fourth quarter. Most of them are apple concept stocks, such as daliguang, Kecheng, Heshuo and hongjieke. As Apple's new products are launched in September and October in turn, Apple's financial report is expected to release the latest sales data and create the topic of supply chain.

However, some legal persons believe that the stock prices of Taiwan's technology stocks have fallen sharply after the release of Apple's iPhone 6 and iPhone 6 plus. According to the research report published by Morgan Stanley, Taiwan's technology stocks have fallen by 4.5% since the iPhone 6 was launched on September 10, while the non Technology stocks have declined only 3.3%. Investors have begun to withdraw funds from Taiwan's technology stocks and transfer them to non technology stocks or South Korean technology companies.

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