Apple iPhone Event Sized Up By 7 Analysts: 'Brand Trumps Products,' But China, Upgrade Concerns Remain
Portfolio Pulse from Chris Katje
Apple Inc. unveiled the iPhone 15 and other product updates at its Wonderlust event. Analysts from Bank of America, Goldman Sachs, Morgan Stanley, KeyBanc Capital Markets, Needham, Bernstein, and Wedbush provided their reactions and expectations for Apple's stock. The analysts highlighted the unchanged pricing for the iPhone 15, potential benefits for average sale prices, and concerns about China banning iPhone use by government staff. The event could also have implications for Apple suppliers such as Broadcom, Cirrus Logic, Qorvo, Qualcomm, and Skyworks Solutions.
September 13, 2023 | 4:06 pm
News sentiment analysis
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POSITIVE IMPACT
The iPhone 15 launch could have positive implications for Broadcom, with content increases and the upgrade to WiFi 6E for Pro/Max.
Broadcom is a supplier for Apple and could benefit from the iPhone 15 launch. However, the impact may depend on the success of the new iPhone and the demand for its features.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Cirrus Logic could see positive implications from the iPhone 15 launch due to content increases.
Cirrus Logic is a supplier for Apple and could benefit from the iPhone 15 launch. However, the impact may depend on the success of the new iPhone.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Qorvo could see positive implications from the iPhone 15 launch due to content increases and the addition of two incremental 5G bands.
Qorvo is a supplier for Apple and could benefit from the iPhone 15 launch. However, the impact may depend on the success of the new iPhone and the demand for its features.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Skyworks Solutions could see positive implications from the iPhone 15 launch due to content increases, the addition of two incremental 5G bands, and the upgrade to WiFi 6E for Pro/Max.
Skyworks Solutions is a supplier for Apple and could benefit from the iPhone 15 launch. However, the impact may depend on the success of the new iPhone and the demand for its features.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
NEUTRAL IMPACT
Analysts have mixed reactions to Apple's iPhone 15 launch, with concerns about China and the lack of reasons for consumers to upgrade.
The news directly pertains to Apple and its latest product launch. The analysts' reactions and expectations could influence investor sentiment and the company's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
The iPhone 15 launch could have neutral implications for Qualcomm, with no changes to mmW bands or regions.
Qualcomm is a supplier for Apple, but the iPhone 15 launch may not have a significant impact due to no changes to mmW bands or regions.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60