X @郭明錤 (Ming-Chi Kuo)

Supply Chain Dynamics - Foxconn is favored as a supplier for the foldable iPhone hinge [1] - Luxshare is identified as a potential supplier [1] - Supplier shifts are occurring [1] Financial Implications - Lower-than-expected ASP (Average Selling Price) favors Apple [1] - Reassessing the contribution to SZS (likely referring to a specific company or sector) [1] - Reassessing the contribution to Amphenol (a company in the interconnect systems industry) [1]