Asia and Global Semiconductor and Tech Research

Andrew Lu

Event-Driven

<h2>Summary</h2><p>Apple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to drive a stronger demand than our forecast of 70-75mn iPhone shipment in 4Q16, up 56-67% q/q but -7% to 0% y/y decline, which should result in global shipment of 207-212mn units for 2016, down 9-11% y/y. On the other hand, we believe longer battery life, built-in GPS, pool swim App, 50 meters water resistant for Apple Watch 2 should drive stronger…</p>

SummaryApple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to drive a stronger demand than our forecast of 70-75mn iPhone shipment in 4Q16, up 56-67% q/q but -7% to 0% y/y decline, which should result in global shipment of 207-212mn units for 2016, down 9-11% y/y. On the other hand, we believe longer battery life, built-in GPS, pool swim App, 50 meters water resistant for Apple Watch 2 should drive stronger…

Anything Really New at IPhone 7 and Watch 2 Launch Event?

Japan

IBIDEN CO, LTD. develops, produces, and markets ceramics, housing materials, and electronics.  The Company's products include printed circuit boards (PCB), graphite specialties, integrated circuit (IC) packages, ceramic fibers, melamine decorative high-pressure laminates, and pre-cut structural materials.

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Ibiden Co Ltd (4062 JP)

Anything Really New at IPhone 7 and Watch 2 Launch Event?

SummaryApple just introduced its new iPhone 7 and 7 Plus by adding some new features. However, we do not see these new features are big enough to...

Andrew Lu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)