Apple PC shipments surge in Q2, supply chain companies such as Wentai Technology are expected to start a new growth cycle
芊芊551
发表于 2024-7-16 18:28:17
196
0
0
On July 11th, Apple's stock price briefly reached $233.08 during trading, with a market value of $3.57 trillion, becoming the world's first company to surpass $3.5 trillion in market value. While the stock price has performed impressively, the shipment volume of Apple products has also continued to surge, far exceeding the industry average. The significant increase in market value and PC shipments has attracted great attention from the market to Apple's supply chain enterprises.
According to a market research report released by IDC on July 9th, global PC shipments reached 64.9 million units, with an annual growth rate of 3%. The shipment volume of Apple personal computers (PCs) achieved a significant increase of 20.8% in the second quarter of 2024.
According to Canalys' data, the sales of Mac series products in the United States have shown an increasing trend in the first quarter of 2024, and the recovery of the global PC market is particularly evident in the second quarter. The performance of Apple's Mac products further consolidates its leadership position in the global market.
Apple's growth is attributed to its launch of the Apple Intelligence AI feature, which closely follows the industry trend of artificial intelligence personal computers and effectively drives an increase in product shipments and sales. On June 11th, Apple launched its first generative artificial intelligence model, Apple Intelligence, which defines a new standard for intelligent systems based on its five core characteristics. It also announced a partnership with ChatGPT to launch a beta version in the fall.
Apple has set high standards for suppliers with its refined product line and large-scale procurement, which includes not only production level and manufacturing scale, but also research and development and quality management capabilities.
Through cooperation with Apple, supply chain enterprises can not only obtain orders and market share, but also have the opportunity to enhance their technological strength, become potential suppliers for other electronic device manufacturers, and further expand their international market.
Although becoming a part of Apple's supply chain has strict conditions, it also brings huge market opportunities for related companies. Apple's main MacBook assembly suppliers include Foxconn, Guangda, and Wentai Technology.
It is reported that as a leading global semiconductor and product integration enterprise, Wentai Technology has established a close cooperation relationship with Apple. Starting from the MacBook with M1 processor, to the current MacBook with M3 and M4 chips, Wentai Technology's cooperation with Apple has gradually deepened. Recently, Wentai Technology announced in its performance forecast that the demand from overseas major customers improved in the second quarter of this year, and the revenue from product integration business increased month on month. It can be seen that the order volume and cooperation projects between Wentai and Apple are constantly increasing.
The industry generally believes that with the further clarification of Apple's artificial intelligence strategy, MacBook is expected to achieve higher than expected shipments driven by AI and hardware iteration. With the steady increase in Apple product shipments, supply chain companies such as Wentai Technology are expected to embark on a new growth cycle.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- The performance of the e-commerce sector rebounded, and Baozun E-commerce achieved a revenue of 2.4 billion yuan in the second quarter
- Yaduo Group's adjusted net profit for the second quarter of 2024 is 328 million yuan
- Industry giants plan to increase AI PC shipments to 40% next year. The top three companies have released impressive financial reports, and institutions say that the future penetration rate of AI PCs is promising
- Zhiwen Group's Q2 revenue was 2.691 billion yuan
- Zhiwen Group's net revenue for the second quarter of 2024 was 2.691 billion yuan, and its repurchase efforts continue to expand
- Education Technology announces second quarter financial report with 165% month on month revenue growth
- NIO's Q2 revenue loss narrowed from 17.45 billion yuan to 5.046 billion yuan, with a pre-market increase of nearly 5% in the US stock market
- NIO opens nearly 15%, second quarter revenue hits historic high
- Guo Mingchi: The estimated shipment volume of iPhone 16 series this year has been raised to 88-89 million units
- Institution: Expected global shipment of iPhone 16 series to reach 73 million units by 2024
-
【ゆとりサイクルが始まった!歴史を鑑とする:FED金利調整と大統領選結果には“隠れた関連”があった】データによると、選挙日前に金利が引き上げられた5年間で、大統領やホワイトハウスを支配していた政党が4年連 ...
- 不正经的工程师
- 前天 21:56
- 支持
- 反对
- 回复
- 收藏
-
【トヨタが米国で約4万2000台のカローラCrossをリコール】トヨタ自動車は当時時間9月20日、2022年6月から2024年9月までに生産された一部のカローラCrossハイブリッド車を安全にリコールしていると発表した。リコー ...
- 伍六三
- 5 小时前
- 支持
- 反对
- 回复
- 收藏
-
インテルは9月19日、イスラエルの自動運転技術会社Mobileyeの大株主として、ビジネスの将来に自信を持っており、現在、同社の株式の多数を切り離す計画はないと発表した。 ...
- hecgdge4
- 前天 20:20
- 支持
- 反对
- 回复
- 收藏
-
インタフェースジャーナリスト|伍洋宇 9月20日、発表会が2週間近く行われた後、アップルのiPhone 16シリーズが発売された。 この日の朝、上海は台風の影響で大雨に見舞われ、新しい携帯電話を集荷しようとした消費 ...
- hygxyxkg
- 昨天 12:33
- 支持
- 反对
- 回复
- 收藏