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Apple Event Countdown Sparks Rally in Supply Chain Stocks; Analyst Highlights Foxconn Technology as Dark Horse
Electronic Technology · Electronic Components · economic_daily · 2026-08-27
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With Apple's September 9th event approaching, foldable iPhone rumors have boosted hinge and optical component stocks, with analysts eyeing Foxconn Technology.
What Happened
Event Anticipation: Apple has sent out invitations for its major product launch on September 9th, with market expectations centered on the debut of its first foldable iPhone. This event marks a significant milestone as it is the first major presentation under new CEO John Ternus.
Hinge Sector Surge: The prospect of foldable devices has triggered a rally in hinge manufacturers, with stocks like Shin Zu Shing and Fositek seeing significant gains or hitting daily limits. This reflects strong investor confidence in the growth trajectory of the foldable smartphone supply chain.
Optical Gains: Largan Precision surged to a record high, bolstered by both CPO technology and Apple-related demand, while Genius Electronic Optical also hit the daily limit. The optical components sector is currently a primary focus for capital seeking exposure to Apple's upcoming product cycle.
Dark Horse Pick: Market analyst Zhang Chen-hao has identified Foxconn Technology as a potential dark horse, citing its strong July revenue growth and attractive price-to-book ratio. Beyond its role in the Apple supply chain, the company's involvement in robotics adds further upside potential, making it a stock to watch.