Let the market debut of Apple's new machines PCB-related stocks eclipsed disappointment
The official debut of Apple's new machines, Apple introduced the fans to whom disappointment iPhone4S, and did not see a new generation of iPhone5, making the domestic PCB Apple stocks suddenly eclipsed, however, according to the industry said, iPhone launch point in time in line with expectations , is specializing in the midrange market, as iPhone5 high due to manufacturing difficulties, some specification is not finalized, release point in time probably will fall on the end of the second quarter of next year.
Apple introduced 4 new computing performance, the overall functionality than the previous version of the excellent "iPhone4S", iPhone4S the lowest priced at $ 199 (16GB version), and will be open to pre-order on October 7 and the formal sale on the 14th . iPhone4S the action with iOS5 iCloud cloud computing operating systems and services, will also built a new 800 megapixel digital camera, a new selling point.
Nevertheless, the market is still very disappointed not to see the arrival of iPhone5, domestic-related stocks also shade, according to the PCB industry sources, from the third quarter, which began delivery iPhone4S, there will be a new product is expected in the fourth quarter distribution of effect, but will face a transition period to new and old products.
iPhone4S new models will be a major supplier of HDI Xin Xing (3037) Fiji and Japan pour electricity (IBIDEN) the two plants, both the total estimated supply of more than 60%, while Hua Tong (2313), health Ding (3044) are a small amount of supply, and soft board sets county (6269), Ka Luen Yick (6153) will also benefit manufacturers。