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?

Taiwan

TPK Holding Co Ltd. manufactures touch screens for computers and hand-held devices.  The Company produces screens for smart telephones, tablets, eBooks, notebook computers, point of sale kiosks, computer games and automated teller machines (ATM).

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Tpk Holding (3673 TT)

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

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52-week Range

Market Cap (USDm)

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