New iPhone Stock Hits 95M, Boosts TSMC & Foxconn

Apple's highly anticipated iPhone 16 series, featuring cutting-edge AI integration, is on the verge of release. Market analysts project a substantial boost in Apple's supply chain activities for the latter half of the year. Recent reports indicate that Apple has increased its inventory orders twice in the past month, bringing the total new unit stock to over 95 million, matching historical peaks. This surge is expected to benefit key suppliers, including TSMC, Foxconn, Zhen Ding Technology, Unimicron, Compeq, Flexium Interconnect, Tripod Technology, and Kinsus Interconnect Technology.

While individual suppliers typically refrain from commenting on specific client information, market experts remain confident about the strong performance of Apple-related stocks in the latter half of the year. The increased stock orders reflect Apple's robust confidence in the sales potential of the new models.

Initially, Apple had forecasted a 3% to 5% year-over-year increase in new device stock orders, excluding sales of older models, which were estimated at 92 to 95 million units. However, current projections suggest that the new inventory could exceed 95 million units, potentially surpassing expectations.

The new iPhone models are anticipated to feature powerful functionalities, integrating AI applications through Apple Intelligence to enhance user protection and experience. These advanced features, particularly available in the iPhone 15 Pro and iPhone 15 Pro Max, are expected to drive a higher-than-expected demand for upgrades compared to the previous year.

With nearly 270 million Apple devices over four years old, a higher-than-expected replacement demand could significantly benefit major partners TSMC and Foxconn. This increased demand is expected to boost their operations in the second half of the year, positioning them as leaders in Apple-related stocks.

Furthermore, the market is optimistic that the new iPhones will drive growth in the PCB sector in the latter half of the year. Leading PCB manufacturers had already expressed positive growth outlooks for the latter half of the year. Zhen Ding Technology, in particular, had previously indicated a strong recovery for the year, with better-than-expected performance in the second half, bolstering confidence across the sector.

Analysts believe that the PCB industry is on a recovery path this year, further buoyed by stronger-than-expected demand for Apple's new devices, which could also drive increased demand for materials and equipment.