Pay attention to the key news before the Taiwan stock market. Today, the global server market has benefited from the post-epidemic era. Cloud and digital demand are stable. The annual server purchase volume of the four major data centers in North America will grow at double digits; Apple’s mid-to-low-end mobile phone sales are not performing well, and it will delay or even cancel the launch of the new iPhone SE 4. The following are the must-see important financial news today (22).
Next year, the North American demand for servers will dominate the supply chain, and shipments are expected to grow by double digits.
The global server market has benefited from the post-pandemic era of cloud and digital demand, which has driven strong demand for large cloud data centers. According to Digitimes research, the annual server shipments are expected to grow by 6%. Looking forward to the market outlook, tomorrow (2023) In 2019, North American server demand momentum is strong, which is expected to drive Hon Hai (2317-TW), Wiwyn (6669-TW),Quanta (2382-TW) double-digit growth in shipments.
In the first half of this year, the server industry faced a severe shortage of ICs and components. In addition, in the second quarter, it was affected by China’s zero-clearing policy, which led to delays in shipments due to unsatisfied needs of some customers.Read more…
Ming-Chi Kuo: Apple’s mid-to-low-end mobile phone sales are weak, and the new iPhone SE may be canceled
TF International analyst Ming-Chi Kuo said that due to the recent Apple (AAPL-US) The sales performance of low-end mobile phones is not good, and the launch of the new iPhone SE 4 will be delayed or even canceled, and it is expected to reduce new product development costs next year to cope with the challenges of the global economic recession.
Ming-Chi Kuo said that Apple’s iPhone SE 4, which was originally scheduled to be launched in 2024, may be canceled or delayed, mainly due to poor sales of models such as SE 3, 13 mini, and 14 Plus.Read more…
Global TV shipments hit a decade low this year and are expected to fall below 200 million units next year
Research firm TrendForce pointed out that the annual TV shipments for this year (2022) will be 202 million units, a year-on-year decrease of 3.9%, hitting a new low in the past ten years. Next year, the global economy will be dominated by inflation, and shipments may decline further , It is estimated that there are only 199 million units left, falling below the 200 million mark.Read more…
Yunbao Energy is approved to be listed on the Innovation Board and Tiger Airways is expected to become the fourth listed company
Another innovation board stock was born. The stock exchange passed the application for listing on the innovation board of Yunbao Energy, which is the third innovation board to be listed. In addition, Taiwan Tiger Airways also applied for listing on the innovation board. If it passes the review, it will become the innovation board The 4th listed stock listed.Read more…
Anda Health strives to expand the synergy target to achieve double-digit growth in profit and FYP next year
Chubb’s Chubb Life Insurance and Chubb Taiwan Branch completed the merger on December 1, and changed their name to “Chubb International Life” to continue to cultivate the Taiwan market. Zhang Zhijie, general manager of Chubb Life Insurance, said in an interview on the 21st that he hopes that next year (2023) will see double-digit growth in profits and new contract premiums (FYP).Read more…