Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>Summary</h2><p><em>Despite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well released by the earlier news, we strongly believe <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a>'s new iPhone X to out sell iPhone 8 and 8 plus combined starting November 3. This should result in weaker 3Q17 and early 4Q17 iPhone (8 and 8 plus) shipment and blended ASP but stronger late 4Q17 and 1Q18 iPhone (X) shipment and ASP than past few years to mainly benefit iPhone X</em>…</p>

SummaryDespite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well released by the earlier news, we strongly believe Apple Inc (AAPL US)'s new iPhone X to out sell iPhone 8 and 8 plus combined starting November 3. This should result in weaker 3Q17 and early 4Q17 iPhone (8 and 8 plus) shipment and blended ASP but stronger late 4Q17 and 1Q18 iPhone (X) shipment and ASP than past few years to mainly benefit iPhone X…

Apple New IPhones and Watch 3: All New Features Are in the Price?

Taiwan

Himax Technologies, Inc. designs and manufactures integrated circuits.  The Company produces liquid crystal displays (LCD).

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Himax Technologies Inc Adr (HIMX US)

Apple New IPhones and Watch 3: All New Features Are in the Price?

SummaryDespite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well...

Andrew Lu

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