Apple’s iPhone X has recorded a strong sales number worldwide. Supply is abundant and there is no serious shortage issue as the market expected, breaking the rumors of low production yield rate and delay of key components earlier. The Company earlier guided a higher-than-expected turnover for 2018 Q1, with the expectation that iPhone X will continue to have a strong demand due to numbers of large-scale promotional activities during Thanksgiving and Christmas peak season. On the other hand, Android players in Mainland China continue to upgrade mobile components, especially after the launch of iPhone X, with the expectation that a new wave of mobile component upgrade has started. It is expected that the upgrade of mobile components will bring huge business opportunities for high-end handset equipment suppliers. We recommend investors to invest in high-end handset component suppliers with exposure of both Apple and Android platforms.

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