台湾ODM品牌_3 个月展望_苹果供应链进入新产品周期；人工智能服务器处于机型转换阶段；个人电脑基数高企-Taiwan ODM_Brands_ 3-month Preview_ Apple supply chain in new product cycle; AI servers in model transition; PC high base
2025-08-05 03:19
28 July 2025 | 6:49PM HKT Taiwan ODM/Brands: 3-month Preview: Apple supply chain in new product cycle; AI servers in model transition; PC high base We preview 3-month revenues for 10 companies in the AI servers / PCs supply chain, and update our estimates and TPs for Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Inventec, Pegatron and Compal within. As highlighted in our June revenues review, we are positive on: (1) Apple's supply chain on the back of upcoming new models ramp up with two consecutive years of for ...