There's No Stopping Apple's iPhone "Supercycle," Says Analyst

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There's No Stopping Apple's iPhone "Supercycle," Says Analyst

Motley Fool2021-03-23

The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...

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muhdfaris
·2021-03-23
buy now @kariman
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- kariman:
  no
  2021-03-23
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Eaglewings
·2021-03-23
Apple is now bigger than just an iPhone maker. We have to look at their ecosystem that have transformed it into an agent of changethat creates new ways of living our life!
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3
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TriRain
·2021-03-23
Time to load more apple when it's cheap!
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1
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- EV8:
  ??
  2021-03-24
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joeyong
·2021-03-23
appleeee
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2
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- joeyong:
  ooooooo
  2021-03-23
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Ronchan
·2021-03-23
Yippee..go go apple...
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- hellotomato:
  Yup
  2021-03-23
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NicSim
·2021-03-23
Good
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- rhK:
  Agreed
  2021-03-23
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Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":353212463,"gmtCreate":1616500542052,"gmtModify":1704794900586,"author":{"id":"3573635438482611","authorId":"3573635438482611","name":"muhdfaris","avatar":"https://static.tigerbbs.com/37ae4076e821106cdd5b32cc88b92836","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"buy now&nbsp;<a href=\"https://laohu8.com/U/3577778062261432\">@kariman</a>","listText":"buy now&nbsp;<a href=\"https://laohu8.com/U/3577778062261432\">@kariman</a>","text":"buy now @kariman","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353212463","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","pubTimestamp":1616498412,"share":"https://www.laohu8.com/m/news/1181723112?lang=&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.</p><p>The massive demand for iPhone 12s was reported in&nbsp;<b>Apple</b>'s&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.</p><p>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: APPLE.</span></p><p>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.</p><p>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.</p><p>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"</p><p>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;<b>Qualcomm</b>&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.</p><p>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3862862,"gmtCreate":1616501202387,"gmtModify":1680781411796,"authorId":3577778062261432,"author":{"id":3577778062261432,"authorId":3577778062261432,"name":"kariman","avatar":"https://static.tigerbbs.com/427e34342418e0977ad4eccbfc1aa12a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353212463,"type":1,"supId":0,"prevId":0,"content":"no","text":"no","html":"no"}],"langContent":"EN"},{"id":353216116,"gmtCreate":1616500275135,"gmtModify":1704794895877,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Apple is now&nbsp;bigger than just an iPhone maker. We have to look at their ecosystem that have&nbsp;transformed it&nbsp;into an agent of changethat creates new ways of living our life!&nbsp;","listText":"Apple is now&nbsp;bigger than just an iPhone maker. We have to look at their ecosystem that have&nbsp;transformed it&nbsp;into an agent of changethat creates new ways of living our life!&nbsp;","text":"Apple is now bigger than just an iPhone maker. We have to look at their ecosystem that have transformed it into an agent of changethat creates new ways of living our life!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353216116","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","pubTimestamp":1616498412,"share":"https://www.laohu8.com/m/news/1181723112?lang=&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.</p><p>The massive demand for iPhone 12s was reported in&nbsp;<b>Apple</b>'s&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.</p><p>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: APPLE.</span></p><p>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.</p><p>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.</p><p>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"</p><p>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;<b>Qualcomm</b>&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.</p><p>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353235944,"gmtCreate":1616499644588,"gmtModify":1704794886619,"author":{"id":"3575543873160140","authorId":"3575543873160140","name":"TriRain","avatar":"https://static.tigerbbs.com/688dcbe3893cf05ee98a3353629f435f","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Time to load more apple when it's cheap!&nbsp;","listText":"Time to load more apple when it's cheap!&nbsp;","text":"Time to load more apple when it's cheap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353235944","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","pubTimestamp":1616498412,"share":"https://www.laohu8.com/m/news/1181723112?lang=&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.</p><p>The massive demand for iPhone 12s was reported in&nbsp;<b>Apple</b>'s&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.</p><p>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: APPLE.</span></p><p>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.</p><p>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.</p><p>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"</p><p>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;<b>Qualcomm</b>&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.</p><p>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3866808,"gmtCreate":1616546793833,"gmtModify":1680781479361,"authorId":3576472032670521,"author":{"id":3576472032670521,"authorId":3576472032670521,"name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.54%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353235944,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":353233626,"gmtCreate":1616499233465,"gmtModify":1704794880448,"author":{"id":"3577335802381292","authorId":"3577335802381292","name":"joeyong","avatar":"https://static.tigerbbs.com/966871dcabda9a3a4a0d39efe600dd1c","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"appleeee","listText":"appleeee","text":"appleeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353233626","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","pubTimestamp":1616498412,"share":"https://www.laohu8.com/m/news/1181723112?lang=&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.</p><p>The massive demand for iPhone 12s was reported in&nbsp;<b>Apple</b>'s&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.</p><p>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: APPLE.</span></p><p>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.</p><p>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.</p><p>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"</p><p>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;<b>Qualcomm</b>&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.</p><p>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3862635,"gmtCreate":1616499387129,"gmtModify":1680781411495,"authorId":3577335802381292,"author":{"id":3577335802381292,"authorId":3577335802381292,"name":"joeyong","avatar":"https://static.tigerbbs.com/966871dcabda9a3a4a0d39efe600dd1c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353233626,"type":1,"supId":0,"prevId":0,"content":"ooooooo","text":"ooooooo","html":"ooooooo"}],"langContent":"EN"},{"id":353294981,"gmtCreate":1616498762643,"gmtModify":1704794874947,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Ronchan","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"Yippee..go go apple...","listText":"Yippee..go go apple...","text":"Yippee..go go apple...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353294981","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","pubTimestamp":1616498412,"share":"https://www.laohu8.com/m/news/1181723112?lang=&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.</p><p>The massive demand for iPhone 12s was reported in&nbsp;<b>Apple</b>'s&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.</p><p>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: APPLE.</span></p><p>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.</p><p>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.</p><p>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"</p><p>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;<b>Qualcomm</b>&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.</p><p>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3863353,"gmtCreate":1616505294391,"gmtModify":1680781418394,"authorId":3576561701314627,"author":{"id":3576561701314627,"authorId":3576561701314627,"name":"hellotomato","avatar":"https://static.tigerbbs.com/5a5be72959c7fb86f0212f7bbbbfbc84","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353294981,"type":1,"supId":0,"prevId":0,"content":"Yup","text":"Yup","html":"Yup"}],"langContent":"EN"},{"id":353298686,"gmtCreate":1616498482045,"gmtModify":1704794869597,"author":{"id":"3556756933727652","authorId":"3556756933727652","name":"NicSim","avatar":"https://static.tigerbbs.com/8a2eb1c00bed3f70acf947d23464c403","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353298686","repostId":1181723112,"repostType":4,"repost":{"id":"1181723112","pubTimestamp":1616498412,"share":"https://www.laohu8.com/m/news/1181723112?lang=&edition=full","pubTime":"2021-03-23 19:20","market":"us","language":"en","title":"There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1181723112","media":"Motley Fool","summary":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive de","content":"<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.</p><p>The massive demand for iPhone 12s was reported in&nbsp;<b>Apple</b>'s&nbsp;(NASDAQ:AAPL)&nbsp;blowout first quarter, the tech giant's first-ever $100 billion quarter.</p><p>With the iPhone 12 catapulted to the&nbsp;top of the 5G smartphone market&nbsp;within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236c7b885a078c5ab904e13631b87f6b\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: APPLE.</span></p><p>Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.</p><p>He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.</p><p>There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"</p><p>Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as&nbsp;<b>Qualcomm</b>&nbsp;(NASDAQ:QCOM)&nbsp;and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.</p><p>Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere's No Stopping Apple's iPhone \"Supercycle,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/03/22/theres-no-stopping-apples-iphone-supercycle-says-a/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181723112","content_text":"The tech giant has been unaffected by the chip shortage that has hamstrung its rivals.The massive demand for iPhone 12s was reported in Apple's (NASDAQ:AAPL) blowout first quarter, the tech giant's first-ever $100 billion quarter.With the iPhone 12 catapulted to the top of the 5G smartphone market within weeks of its launch, an analyst now says his channel checks show that the so-called \"supercycle\" continues unabated, and not even a chip shortage can slow it down.IMAGE SOURCE: APPLE.Wedbush analyst Daniel Ives told investors in a research note that after checking into Apple channels, he discovered builds for the current quarter continue at a blistering rate -- between 56 million and 62 million -- without any letup in demand. Even the June quarter could see them in the mid 40 million range.He says this is the greatest demand trajectory in years, possibly going as far back as 2014 when the iPhone 6 was released. As a result, Ives is keeping his outperform rating on the stock and a $175 per share price target. Factoring in Friday's closing price at a penny under $120, this would mean Apple has 46% upside still possible.There might be good reason for such bullishness. Samsung Securities analyst MS Hwang told Bloomberg last week the tight supply ofsemiconductorchips \"is affecting everybody except Apple.\"Apple has been largely immune from the shortage because it designs its own chips and has them manufactured by Taiwan Semiconductor Manufacturing (NYSE:TSM). Android phones, however, are all competing for chips from the same suppliers, such as Qualcomm (NASDAQ:QCOM) and Samsung, and the latter's Texas plant has been down since last month's power outages, potentially causing a 5% drop in global smartphone supply.Samsung is even considering skipping an update to its best-selling Galaxy Note this year because Qualcomm can't keep up with the unrelenting demand for smartphones that use its Snapdragon chips.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3862537,"gmtCreate":1616498523541,"gmtModify":1680781410769,"authorId":3577334297088250,"author":{"id":3577334297088250,"authorId":3577334297088250,"name":"rhK","avatar":"https://static.tigerbbs.com/8133e08c2937f6530ec30fb0159ff756","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353298686,"type":1,"supId":0,"prevId":0,"content":"<u>Agreed</u>","text":"<u>Agreed</u>","html":"<u>Agreed</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":17,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}