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Based on data from Choice, institutions have been carrying out intensive research on more than 30 A-share companies within Apple's supply chain since September. These companies encompass BOE Technology Group, LINGYI ITECH (GUANGDONG), Han's Laser, and Eontec. Institutional analysts highlight that the anticipated upgrades in hardware features like appearance, heat dissipation, and battery life for the iPhone 17 series are projected to spur sales growth. Consequently, companies associated with Apple's supply chain are poised to reap the benefits. Simultaneously, as other mobile phone manufacturers roll out their flagship new products one after another, a fresh wave of phone replacements is expected to be set in motion. This, in turn, will drive the accelerated evolution and enhancement of the supply chain.
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