比亚迪电子：1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders

29 Jul 2024 CMB International Global Markets | Equity Research | Company Update BYDE (285 HK) 1H24E preview: Expect solid growth on iPad/ iPhone cycle, Android recovery and NEV orders BYDE will report 1H24 results in Aug. We estimate 1H24 revenue/NP growth of 32%/26% driven by iPad share gains, Android recovery, Jabil biz consolidation, stable NEV components sales and new intelligent product business. For 2H24E/2025E, we are positive on iPad/iPhone upgrade cycle, Android high-end orders, automotive orders a ...