The surge in AI demand has driven up prices of memory chips. Institutional investors point out that with its highly vertically integrated advantages and plans to launch a new foldable phone in the third quarter, Apple's ability to withstand cost increases remains superior to that of the Android camp, even though the market expects smartphone sales to decline by about 2% this year. Therefore, among mobile phone camps, there is relatively more optimism towards iPhone supply chain enterprises such as Largan Precision.
