On June 12th, Guolonghui reported that CMB International released a research report stating that Apple has announced the highly anticipated iOS 18 update news, showcasing the new personal intelligent system Apple Intelligence that spans across iPhone, iPad, and Mac. The heavyweight upgrade includes the integration of ChatGPT into Siri, and also released the system update Vision OS 2 for wearable device Vision Pro. Overall, this release conference basically meets expectations. Considering that only the iPhone 15 Pro series and devices using M1 or newer chips among the already released product types can use Apple Intelligence, the bank expects to see product update substitution demand in the third quarter of this year. Related supply chain companies including Luxshare Precision, BYD Electronics, Fit Hon Teng, Goertek Inc., AAC Tech, Sunny Optical Technology and Cowell Electronics will benefit from this.
大行评级｜招银国际：苹果AI可促进换机需求 相关供应链公司将受惠
Major bank rating | CMBI: Apple's AI can promote replacement demand, related supply chain companies will benefit.
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