Saturday , May 15 2021

Do not say that Apple has no 5G products! Apple iPhone 5G next year

Hon Hai (2317) Profit in the fourth quarter of last year compared to the third highest single season, although last year's profit for five years was low, Hon Hai was relatively strong compared to other foundries. Most foreign investors are optimistic about profit growth, while US foreign investment is more conservative, but although the worst situation has passed, profitability in the second half of this year is fluctuating, and a new product replacement cycle is still expected next year. Research on foreign investment also shows that some iPhones will support 5G in 2020.

US foreign investment said it had gone through the worst situation in Hon Hai. With the current stock price estimate, there is support for the next file, but the demand for basic smart machines can still be challenged, coupled with extreme competition in the industry. The recent stock price mostly reflects the fourth quarter results, but the gain in the first half of this year may increase fluctuations.

The US investment side points out that most investors are very excited about the Hon Hai forecast for the fourth quarter last year, and are happy to watch the new iPhone SE in the first half of next year and the 5G iPhone in the second half of the year. However, the US foreign affairs ministry believes that the assembly plant and Shuo (4938), shellfish factory Jabil, Kecheng (2474), BYD and other supply chains will increase pressure on Haya's prices.

US foreign investment notes that Hon Hai may not continue to maintain profitability in the near future. With the new product line in 2020, the 4.7-inch Apple iPhone SE still has only one lens positioned in the initial model, not all Apple iPhones in the second half of 2020. By supporting the 5G network, from the perspective of market trends and news in the supply chain, new product specifications can hardly ignite and strongly alter the machine's demand.

However, the US Department of Foreign Investment feels Hon Hai in fourth quarter performance, and raised Hon Hai's per share by 6% from 2019 to 2020. Although the price is maintained, the target price is raised from 70 to 74 yuan. In the Apple supply chain, it is more popular with Xinpu (6121), optimistic about the variety of products in the data center and electric bike theme.

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