Guo Mingxuan, an analyst of Tianfeng International, has recently turned into a model worker and is updating his report on Apple's industrial chain at the speed of a daily update. As the number one "Apple analyst", Guo Mingxuan's report on November 13 is the most recent product related dry goods. Among them, he "unintentionally disclosed" information about three new Apple products, including iPhone 13, AirPods 3 and mini LED iPad.
This report is about Taiwan's circuit board manufacturer "Jialianyi". It is expected that its revenue related to Apple will grow by about 100% next year. The main reason is that it will return to Apple's entire product supply chain next year, and is expected to obtain about 40% to 50% orders for battery soft boards for iPhone 13 and 13 mini, and provide components for AirPods 3 and mini LED iPads.
For the products we care about, Guo Mingxuan's predictions include:
The iPhone 13 will be the first iPhone to use soft boards, which can save internal space and reduce costs;
The appearance of the AirPods 3 will be changed to be similar to that of the AirPods Pro (Cook is indeed a master of inventory management);
The iPad equipped with the mini LED next-generation screen will be mass produced in the first half of next year (in the economic saying, 1H and 2H represent the first half and the second half respectively)
Although after a lot of multimedia multi-level communication, you can see that many "Guo Mingxuan's revelations" are like nonsense, Guo Mingxuan's main business is actually securities analysis, and every time Apple related information is just a few words in his report on Apple's industrial chain enterprises.
But the more critical question is, if the AirPods 3 is similar to the AirPods Pro, how can others know that I use the more powerful AirPods Pro instead of the low-end AirPods 3?
The final example is attached with the original report:
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