In 2021, the five high-quality stocks in the Apple industry chain are shared with everyone: 1. Luxshare Precision:
Luxshare Precision: a leading consumer electronics manufacturing company, known as the " "Foxconn" has the potential to surpass Foxconn and become the world's number one consumer electronics manufacturing leader.
The company focuses on the R&D and production of: connectors, connecting wires, motors, wireless electronics, as well as FPC, wireless, acoustic, electronic modules and other products, which are widely used in consumer electronics, communications, enterprise, automotive and medical and other fields.
The company’s highlights: Entering the Apple industry chain, providing Apple with mobile phone assembly, wireless Bluetooth headset module OEM, and smart watch OEM services. 2. Lens Technology
Lens Technology: the world’s leading company in consumer electronics protective glass.
The company operates 3C (mobile phone, tablet, notebook) protective outer screens, digital camera lenses, as well as smart wearable protective glass, vehicle electronic protective glass and other products.
The company’s highlights: Entering the Apple industry chain, providing components such as external screens, frames, and back glass covers for Apple mobile phones. Especially for the recently released iPhone 12 series of mobile phones, the company has fully entered the supply system of this series of mobile phones and casings (external screens, frames, back panels). This shows Apple's recognition of Lens Technology products.
However, this recognition from the industry leader will not only allow the company to further penetrate into the Apple product chain (such as smart watches, VR, AVR, etc.), but also trigger a wider butterfly effect (Android phones will follow suit) Apple mobile phone, using the company's products). 3. Wingtech Technology
Wingtech Technology, as the leader in ODM power semiconductors, is the world's largest smartphone assembler and the third largest power semiconductor leader.
The company’s highlights: the catalysis of the 5G replacement wave and the increase in the use of semiconductor devices brought about by new energy vehicles. The recent acquisition of OFILM's camera module business has further penetrated Apple's supply system. It was previously Apple's mobile and wearable device OEM.
With the development and innovation of the technology industry. In the future, Wingtech Technology may be able to have more in-depth cooperation with Apple. 4. Goertek
Goertek: a leading global wireless Bluetooth headset and module OEM company.
The company focuses on precision components such as acoustics, sensors, optoelectronics, and 3D packaging modules. With the popularization of 5G technology, the company is expected to gradually develop its efforts in subdivided fields such as VR, AVR, and smart wearables.
The company’s highlights: Entering the Apple industry chain and manufacturing for Apple’s Air pods, Air pods pro and other products. 5. OFILM
OFILM: The world's leading camera module company, providing camera modules, touch products and other services to Apple.
But what a pity! An announcement on March 16 confirmed that the company was kicked out of the Apple industry chain. From last September, when the rumor started, to today, OFILM's share price has fallen by more than 50%, and its market value has evaporated by 25 billion yuan.
This incident also reflects the value of Apple's industrial chain. This is the so-called "True Fragrance Law."
In the technology industry, only by deeply binding leading companies can we reap dividends in the industry. This is true whether it is Apple, Huawei, or Samsung. Once you enter the industry chain, you can make money and be soft.
Forward, share and like this article, more exciting investment news is waiting for you in the future!
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