How Apple's Cautious Approach Rattles iPhone Display Shipments: Top Analyst Explains
Portfolio Pulse from Ananya Gairola
Renowned analyst Ming-Chi Kuo suggests that Apple's cautious approach in adding new DDI suppliers may lead to lower-than-expected shipments of iPhone Display Driver Integrated components for Novatek in 2024, potentially exceeding a 30% reduction. This could impact Novatek's role in the iPhone supply chain.
May 22, 2023 | 12:59 pm
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Apple's cautious approach in adding new DDI suppliers may lead to lower-than-expected shipments of iPhone Display Driver Integrated components for Novatek in 2024, potentially impacting the iPhone supply chain.
The news suggests that Apple's cautious approach in adding new DDI suppliers may lead to lower-than-expected shipments for Novatek in 2024. This could impact the iPhone supply chain, but it is not clear how it will directly affect Apple's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 80
NEUTRAL IMPACT
The article mentions Android smartphone brands facing challenges, but does not provide any specific information that would impact Alphabet Inc.'s stock price.
The article briefly mentions challenges faced by Android smartphone brands, but does not provide any specific information that would impact Alphabet Inc.'s stock price in the short term.
CONFIDENCE 90
IMPORTANCE 20
RELEVANCE 20
NEUTRAL IMPACT
The article mentions Android smartphone brands facing challenges, but does not provide any specific information that would impact Alphabet Inc.'s stock price.
The article briefly mentions challenges faced by Android smartphone brands, but does not provide any specific information that would impact Alphabet Inc.'s stock price in the short term.
CONFIDENCE 90
IMPORTANCE 20
RELEVANCE 20