The news of stocking up in advance still boosted the share price of the industrial chain.

Although Apple's new release will take some time, the news of the advance stock has boosted the chain's share price, and in the last seven consecutive trading days, Apple's concept stocks have become a rare bright spot in the depressed city.

Apple supply chain related companies reported to the 21st century Economic report that the shape of the new iphone's metal chassis has been confirmed, the new Apple 0 components in May has begun to mass production, back-end processing assembly is expected to start from June.

"Generally two months ahead of time to stock apples." "In time, the new IPhone6 will be released as usual in September this year, with parts starting in May," said a manufacturer of functional devices on the Apple supply chain. ”

The upstream stock of the industry chain has already started. Upstream of a display supplier to the 21st century economic reporter said that the stock than before the previous two months, the volume of goods will also exceed expectations.

In addition, according to the production chain industry sources, including 20 nm A8 application processor, fingerprint identification sensor, such as the iphone 6 built-in chip, has been fully launched in late February projection action. The person believes that the tablet is earlier than last year to ensure adequate supply during the holiday season.

In addition to IPhone6, Apple iwatch has also been stocked with information: its first wearable device iwatch parts have been produced and will use advanced SIP system packaging technology. Supply chain practitioners revealed that Apple iwatch's SIP substrate 2nd quarter shipments of about 250~300 million, the 3rd quarter may reach 1400~1500 million.

Apple's industrial chain has been sluggish in the first quarter. The old Apple concept shares the first quarter of the company's profit fell 31.41%, and the original industry chain Q1 growth in front of the song ER Acoustics, net profit growth was only 35.31%, year-on-year increase slowed.

Sun Changxu, an analyst with international electronic Business, said that one reason for the weak performance of Apple's industry chain was its slow new push cycle.

"In the jobs era, hardware changes were not as fast, and the 18-month cycle ensured its high performance and configuration." Post-Jobs era, the rapid development of hardware, with each passing day, 18 months of product cycle, has been far from meeting the rapid changes in modern intelligent terminal needs. "Sun Changxu said.

Apple has yet to make changes in its product cycle, but there is no doubt that 2014 will be Apple's new launch. Apple will launch an inexpensive version of the imac in the two quarter of this year, according to KGI Securities analyst Ming Chi Kuo, which is offering a new Apple 2014 roadmap; three-quarter upgrades to the ipad Air and ipad Mini, Launched two sizes of iwatch and 4.7-inch versions of the iphone; Stock messages on the industry chain have validated some of the predictions of the Ming Chi Kuo.

The IPhone 6 will be configured with bigger screens and may attract a large number of users to swap new machines this year, according to a previous investment report by Brian Marshall, an investment advisory Group analyst Blaine Machel. After the iphone 6 is released, the swap rate in the second half will reach a record high of 12% to 14%. The large size of the iphone 6 May "regain" the users who have defected to the Android camp because of their preference for large size displays.

Chaokung, a TMT analyst, has been bullish on Apple's industrial chain since mid-April. In his view, the last stock of the industry chain is already low in valuations, with the incremental effect of new product stocking and the added value of technological innovation, the performance will gradually show.