According to foreign media reports, investment bank RBC Capital Markets pointed out in an investor report on Tuesday that Apple wants to increase the profit of the iPhone by pressured its parts suppliers to lower the price of accessories. It seems that the iPhone 7 really wants to cut prices.
Amit Daryanani, an analyst at Royal Bank of Canada Capital Markets, said: "When the iPhone 7 is about to begin, we believe that Apple will require multiple suppliers to lower the price of the parts in response to the company's profit and loss statement. In the face of the problem of the unfavorable foreign exchange rate." In this case, Apple's gross margin may rise, unlike the company's previous forecast for the fiscal year ending in September and the previous quarter. .
Delainari said that some of Apple's accessories are expensive, and suppliers may see their profits decline, especially for a number of suppliers that offer the same accessories. Delainari said that for single component suppliers such as Broadcom and Analog Devices, the situation should be more flexible.
Delenari said that in the second quarter earnings report issued by Apple's parts suppliers, a public trend can be found, that is, their gross margin expectations are lower. “Among the 11 component suppliers tracked outside, 10 suppliers are expected to have lower gross profit forecasts in the second half than previously expected. The only exception is TTM Technologies,†he said.
In the investor report, the analyst gave Apple stock a "outperform" rating and set the target price at $115. Apple shares rose 0.4% on the Nasdaq Stock Market on Tuesday, closing at $108.81. Since the release of earnings over market expectations, Apple's share price has risen in eight trading days in the past 10 trading days.
Most of the chip makers' revenues come from Apple, and a small percentage of companies have only 10% or slightly higher revenues from Apple. In Delenari's report, he cited a list of chip makers whose revenues are mainly from Apple, including Dialog Semiconductor (75% of revenue comes from Apple), Cirrus Logic (66%), Foxconn. (more than 50%), Skyworks SoluTIons (44%), Qorvo (32%), Advanced Semiconductor Engineering (31%) and InvenSense (30%).
The revenue from Apple's total revenue includes: Knowles (25%), Jabil Circuit (24%), TTM (20%), TSMC (16%), and Heshuo (15%-25%). Broadcom (15%-20%), Analog Devices (13%), Qualcomm (13%), Texas Instruments (11%) and Amphenol (10%).
Companies that have little impact on the company's performance include: Intel (3%-5%), Flextronics (3%-4%) and Nvidia (3%-4%).
110V Gear Motor,Ac Motor Low Rpm,Customized Ac Gear Motor,Customized Ac Geared Motor
NingBo BeiLun HengFeng Electromotor Manufacture Co.,Ltd. , https://www.hengfengmotor.com