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2026-09-14 13:09:33 During the current earnings season, suppliers with exposure to Apple Inc. (AAPL.US) and the high-end segment demonstrated relatively stronger resilience, while low-end and mid-range Android smartphones were hit hard by rising component prices, UOB Kay Hian said in a report. The broker expected the pressure to persist through 2027 and preferred Apple supply chain stocks over Android supply chain names, given their more resilient shipments, margins and ASP. The broker was also bullish on manufacturers that have meaningfully diversified into AI devices and AI servers, citing these businesses' meaningful buffer. The broker maintained an Overweight rating on the sector and preferred AI hardware over handset supply chain stocks. SUNNY OPTICAL (02382.HK), Q TECH (01478.HK) and AAC TECH (02018.HK) were all expected to chart high double-digit growth in related businesses in 2026. AI infrastructure components were estimated to begin ramping up from 2H26. The broker's ratings and target prices for Apple supply chain stocks and AI hardware stocks are listed below: Stock|Rating|TP SUNNY OPTICAL (02382.HK)|Buy|HKD106 XIAOMI-W (01810.HK)|Hold|HKD26.2 AAC TECH (02018.HK)|Buy|HKD47.8 Q TECH (01478.HK)|Hold|HKD6.7 BYD ELECTRONIC (00285.HK)|Sell|HKD14.5 COWELL (01415.HK)|Buy|HKD48 LENS (06613.HK)|Buy|HKD43.1 ~ AASTOCKS Financial News Website: www.aastocks.com | |