At 1 a.m. Beijing time on September 10th, $Apple (AAPL.US)$ there will be a fall 2024 product launch event with the theme "It's Glowtime," where iPhone 16, new Apple Watch, and possibly new AirPods will be introduced.

Investors not only care about Apple's new products, but also pay close attention to the impact on Apple and its supply chain, as well as potential investment opportunities.

This article previously"Apple is praised by Morgan Stanley and Citigroup as their top pick! With the upcoming launch of iPhone 16, when is the best time to buy?"Futu News has compiled the performance of Apple's stock price during previous product launches. Interested investors can click to read.

Apart from the attention on Apple's stock price, the performance of its supply chain is also a focus in the market. This is because the market generally expects the largest-ever upgrade cycle to begin, which is expected to benefit the companies behind Apple. Futu News has compiled the Apple industry chain for reference.

From the above chart, the Apple industry chain in the Hong Kong and US stock markets includes $Qualcomm (QCOM.US)$Please use your Futubull account to access the feature.$Micron Technology (MU.US)$Please use your Futubull account to access the feature.$Taiwan Semiconductor (TSM.US)$Please use your Futubull account to access the feature.$Broadcom (AVGO.US)$Please use your Futubull account to access the feature.$Texas Instruments (TXN.US)$Please use your Futubull account to access the feature.$STMicroelectronics (STM.US)$Please use your Futubull account to access the feature.$Cirrus Logic (CRUS.US)$Please use your Futubull account to access the feature.$Analog Devices (ADI.US)$Please use your Futubull account to access the feature.$NXP Semiconductors (NXPI.US)$Please use your Futubull account to access the feature.$Western Digital (WDC.US)$Please use your Futubull account to access the feature.$ASE Technology (ASX.US)$Please use your Futubull account to access the feature.$Sony (SONY.US)$Please use your Futubull account to access the feature.$3M (MMM.US)$ $Flex Ltd (FLEX.US)$Please use your Futubull account to access the feature.$Panasonic Holdings (ADR) (PCRFY.US)$Please use your Futubull account to access the feature.$Jabil (JBL.US)$Please use your Futubull account to access the feature.$Knowles (KN.US)$Please use your Futubull account to access the feature.$Amphenol (APH.US)$Please use your Futubull account to access the feature.$Skyworks Solutions (SWKS.US)$Please use your Futubull account to access the feature.$Qorvo (QRVO.US)$N/A.$SUNNY OPTICAL (02382.HK)$Please use your Futubull account to access the feature.$COWELL (01415.HK)$Please use your Futubull account to access the feature.$AAC TECH (02018.HK)$And many other companies may also be negatively affected in the automotive and clean energy sectors.

According to the morgan stanley analyst, the introduction of Apple Intelligence in the iPhone 16 will help unleash pent-up demand and accelerate the replacement cycle of the iPhone, which is currently at a historically high 4.8 years. This may also support apple's additional iPhone production orders in the next 3 to 12 months.

Wedbush currently expects the initial shipment volume of the iPhone 16 to exceed 90 million units, surpassing the market's expected range of 80 million to 84 million units, marking double-digit growth year-on-year.

Sinolink Securities research report pointed out that according to the information of the component supply chain, the iPhone 16 series new machine is expected to have a stock of 88 million to 90 million units, and Apple Intelligence is expected to empower the iPhone 16 new machine, accelerating the replacement cycle. Apple will continue to build its core competitiveness in chips, systems, hardware innovation, and end-side AI models. Apple's AI technology and hardware innovation are expected to drive hardware replacement demand. The competition pattern of the Apple industry chain is good, and it is expected to achieve a simultaneous increase in quantity and price.

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