台湾 ODM 品牌 - 3 个月前瞻：苹果供应链势头持续强劲；人工智能服务器增长趋势喜忧参半-Taiwan ODM_Brands_ 3-month Preview_ Apple supply chain sustained strong momentum; AI server growth trend mixed
2025-10-09 02:00
1 October 2025 | 6:32PM HKT Equity Research Taiwan ODM/Brands: 3-month Preview: Apple supply chain sustained strong momentum; AI server growth trend mixed We preview 3-month revenues for 10 companies in the AI servers/PCs supply chain, and update our estimates and/or TPs for AVC, Quanta, Asus, Wistron and Compal within. Across the supply chain, we are positive on: (1) Apple's supply chain on the back of new models ramp up with two consecutive years of form factor changes (i.e. Air and foldable phones) to su ...