Industry Trend - Fine M-Tec is positioned as a leading beneficiary of Samsung Display Corporation's (SDC) crease-free display solution for foldable iPhones [1]

Industry Focus - Fine M-Tec is positioned as a leading beneficiary of SDC display solutions for foldable iPhones, specifically addressing the crease issue [1]

Production & Workforce - Foxconn's India iPhone facility had few Chinese employees [1] - Market rumors about Foxconn asking Chinese employees to return home from its India iPhone plant have negligible impact [1] Industry Dynamics - Reports explain why Foxconn relies on Taiwanese employees rather than Chinese employees for building iPhone factories in India [1]

Production & Workforce - Foxconn's reliance on Chinese employees in its India iPhone factory is minimal [1] - The production capacity of Foxconn's India iPhone factory is primarily established by Taiwanese employees, including those from FIH Mobile (富智康的民生廠), rather than Chinese employees [1] Market Impact - The impact of Foxconn requesting Chinese employees to return home from its India iPhone factory is negligible [1]

Production & Workforce - Market rumors regarding Foxconn asking Chinese employees to return home from its India iPhone plant have negligible impact [1] - There were already few Chinese employees at Foxconn's India iPhone facility [1] - Production capabilities at Foxconn's India iPhone facilities were established by Taiwanese employees, not Chinese employees [2] - The gradual return of Chinese employees had been planned for some time [3] Transparency & Communication - Apple was fully informed about the planned return of Chinese employees [3]

Production & Workforce - The impact of Foxconn's reported request for Chinese employees to return home from its India iPhone factory is negligible [1] - The number of Chinese employees at the India iPhone factory was originally small [1] - Foxconn's Taiwan employees (e.g., from FIH Mobile's Minsheng factory) established the production capacity at the India iPhone factory, not Chinese employees [1] - The gradual return of Chinese employees from Foxconn's India iPhone factory was a long-planned arrangement, fully known to Apple [1]

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Financial Performance - Revenue grew 8% to $96.77 billion in the September quarter [2] Market Dynamics - iPhone achieved revenue records in China market [1][2]

Market Analysis & Strategy - Apple's entry into the smart glasses market has been surprisingly slow, despite its potential to create the best product in the Meta Ray-Ban-like category [1] - The smart glasses category could potentially cannibalize some of Apple's AirPods demand, impacting its hardware business [1] - Apple has historically excelled at creating new product categories and cannibalizing its own products [2] - Apple's renewed push for hardware innovation is undoubtedly good news for the supply chain [2] Future Roadmap - Smart Glasses are set to drive the next wave in consumer electronics [3] - Apple Vision Series and Smart Glasses Roadmap (2025–2028) [3]

Market Trend & Product Strategy - Apple's decision-making on smart glasses, similar to Meta Ray-Ban, is considered slow, potentially impacting AirPods demand [1] - The industry views Apple's smart glasses as a potential consumer electronics trend driver from 2025-2028 [1] - Apple's active innovation in hardware products is beneficial for the supply chain [1] Competitive Analysis - Describing Apple's product as "similar to Ray-Ban smart glasses" is seen as a form of humiliation, yet an objective description of the industry situation [1] - The industry believes Apple has the capability to create the best smart glasses in the market [1]