The ripple effect of the new Apple product! What is the fate of the supply chain, the hidden star?

In the market, the focus of this announcement is said to be on 'Apple Intelligence,' and it is expected that this artificial intelligence tool will be integrated into all new iPhones. Citigroup analystsare also predicting if there are any investment opportunities.Citigroup analystsApple stock is selected as the "top pick" for AI-related stocks in 2025.and is evaluated to surpass NVIDIA. The current AI industry is in the infrastructure stage.and is seen as entering the final stage, the "device era". With the introduction of "Apple Intelligence", Apple is predicted to shine in the era of AI devices.Amidst high attention on Apple's stock price, the performance of its supply chain is also a focus of the market.the performance of the company's supply chain is also the focus of the market.The introduction of "Apple Intelligence" is predicted to make Apple shine in the era of AI devices.

While there is a lot of attention on Apple's stock price,the performance of the company's supply chain is also the focus of the market.is turning out to be.

Currently, attention is focused on how the information of Apple's third quarter earnings report and Buffett's partial sale of Apple shares will affect the fate of industry chain related companies. It is important to stay calm and return to the fundamentals without panicking.FundamentalsIt is important to go back to the fundamentals.

In fact, after Apple's earnings announcement,many institutional investors have positively evaluated this performance.Goldman Sachs notes that Apple's earnings per share growth for the previous quarter exceeded expectations due to strong iPhone sales. Goldman Sachs maintains a 'buy' rating and sets a target stock price of $275 for Apple.Goldman Sachs believes that Apple is in an important period of the iPhone upgrade cycle.According to Goldman Sachs, iPhone revenue in the third quarter exceeded market forecasts, as did revenue from iPad and Mac. This reflects the impact of new product launches. Additionally, the newly launched iPad and Mac this season are supporting Apple Intelligence.For the fourth quarter, Apple expects an annual revenue growth rate of 5% and a gross profit margin of 45.5% to 46.5%.Reflecting on the effect of new product launches, Apple expects an annual revenue growth rate of 5% for the fourth quarter and a gross profit margin of 45.5% to 46.5%.

Morgan Stanley analyst Erik Woodring comments on the soon-to-be-announced 'iPhone 16' by Apple.The market is preparing for upgrades even more than when the 5G iPhone was released.According to Mr. Yuzo, it is expected that the introduction of the new iPhone 16 and Apple Intelligence will unveil potential demand.There is a possibility that Apple will achieve sales surpassing the usual year-end sales thanks to the unveiling of potential demand for iPhone 16.、In addition, the introduction of Apple Intelligence to iPhone 16 will accelerate the replacement cycle of the current iPhone, which is currently at its highest record of 4.8 years.Apple and the market have high expectations for replacement demand for iPhone 16.This will accelerate the replacement cycle for iPhones.added.

On the other hand, Citi is not only targeting the iPhone 16, but is also expecting the iPhone 17 next year to be an upgraded version with further enhanced AI functionality.The institution expects the shipments of the iPhone 16 and iPhone 17 in 2024 and 2025 to be 85 million and 92 million units, respectively, and the total shipments to be 0.228 billion and 0.241 billion units, respectively.Wedbush analysts predict that this event will trigger the "largest upgrade cycle in history" for Apple, driven by advancements in AI. The initial shipment of the iPhone 16 is expected to be 90 million units.

Wedbush analysts predict that this event will trigger the "largest upgrade cycle in history" for Apple, driven by advancements in AI. The initial shipment of the iPhone 16 is expected to be 90 million units.Wedbush analysts predict that this event will trigger the "largest upgrade cycle in history" for Apple, driven by advancements in AI. The initial shipment of the iPhone 16 is expected to be 90 million units.Wedbush analysts predict that this event will trigger the "largest upgrade cycle in history" for Apple, driven by advancements in AI. The initial shipment of the iPhone 16 is expected to be 90 million units.Wedbush analysts predict that this event will trigger the "largest upgrade cycle in history" for Apple, driven by advancements in AI. The initial shipment of the iPhone 16 is expected to be 90 million units.It is expected to exceed 80 million to 84 million units, surpassing the previous market forecast. Wedbush estimates that the number of iPhones that have not been upgraded for more than 4 years worldwide is 0.3 billion units, suggesting a significant increase in demand. They predict that Apple will be able to sell more than 0.24 billion units of iPhones in the fiscal year 2025.and estimate that this indicates a significant increase in demand. They predict that Apple will be able to sell more than 0.24 billion units of iPhones in the fiscal year 2025.and estimate that this indicates a significant increase in demand.and estimate that this indicates a significant increase in demand.They predict that Apple will be able to sell more than 0.24 billion units of iPhones in the fiscal year 2025.