Group 1 - Gao Wei Electronics (01415) shares increased nearly 3%, currently up 1.95% at HKD 30.28, with a trading volume of HKD 21.5 million [1] - Morgan Stanley's report indicates that Gao Wei Electronics' stock underperformed the Hang Seng Index in Q4 last year due to market concerns over rising memory prices potentially weakening iPhone demand [1] - Morgan Stanley believes the market's reaction is excessive, showing resilient orders for this year, with expected year-on-year growth of 8% in electronic manufacturing services shipments in the first half of the year [1] Group 2 - CITIC Securities (601066) emphasizes that imaging remains a crucial differentiator for smartphone manufacturers, with continuous upgrades to iPhone's imaging capabilities [1] - Changes in Apple's rear camera supply landscape present opportunities for Gao Wei Electronics to expand its market share, particularly with the introduction of main camera modules [1] - The camera module technology is primarily divided into COB and FC processes, with only Apple currently adopting the FC process, which has a high technical barrier and is more closed [1]
高伟电子涨近3% 公司订单据韧性 苹果后摄供应格局变化为其份额扩张带来机遇