2012年9月15日星期六

Mining investment opportunities behind iPhone 5


A clear distinction between iPhone5 and previous Apple iPhone is that iPhone5 screen size is larger, with lighter and thinner body, and that it support faster transmission speed fourth-generation mobile communication technology for the first time.

From the perspective of industry chain, Apple's new products popularity profound impacts on the industrial chain company's performance. For example, influenced by Apple's new shipping effect, Apple iPhone accessories wholesale supplier TSMC revenues reached 49.497 billion Yuan NT in the latest August, hitting the highest single monthly turnover record.

It is of great significance to the mainland supply chain. Before iPhone5 listed, A-share has not Wholesale iPhone accessories level 1 supplier, and the mainland suppliers enter the era from scratch.

GoerTek becomes the iPhone5 headphones and speakers suppliers since having entered the new iPad. Angela has become the iPhone5 supplier from a iPad supplier, USI Electronics cutting into the wireless module business, Desai battery becoming a direct supplier from a indirect supplier, Luxshare turning into an optional direct supplier of lightning data cable, and Crystal optical supplying the blue glass by Largan.


For them, iPhone5 sales are just a factor that affects the performance, and the more important factor is the incremental share from 0% to 20-50%. The mainland Electronics wholesale manufacturers increasingly cut into the forefront of the global technology innovation.

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