--- title: "Since the second quarter, institutions have been intensively researching companies in the Apple supply chain" type: "News" locale: "en" url: "https://longbridge.com/en/news/244141287.md" description: "According to Choice data, since the second quarter, institutions have conducted intensive research on more than 60 Apple supply chain companies, including Luxshare Precision, BOE, LY iTECH, Dongshan Precision, SUNWODA, Lens Technology, SUNWAY COMM, and Anjie. Institutional analysis indicates that in the future, as Apple increases its investment in the AI field and launches smarter voice assistants, the iPhone is expected to usher in a new replacement cycle, benefiting supply chain companies" datetime: "2025-06-11T22:21:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/244141287.md) - [en](https://longbridge.com/en/news/244141287.md) - [zh-HK](https://longbridge.com/zh-HK/news/244141287.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/244141287.md) | [繁體中文](https://longbridge.com/zh-HK/news/244141287.md) # Since the second quarter, institutions have been intensively researching companies in the Apple supply chain According to Choice data, since the second quarter, institutions have conducted intensive research on more than 60 Apple supply chain companies, including Luxshare Precision, BOE, LY iTECH, Dongshan Precision, SUNWODA, Lens Technology, SUNWAY COMM, and Anjie. Institutional analysis indicates that in the future, as Apple increases its investment in the AI field and launches smarter voice assistants, the iPhone is expected to usher in a new replacement cycle, benefiting supply chain companies ### Related Stocks - [SUNWODA (300207.CN)](https://longbridge.com/en/quote/300207.CN.md) - [LY iTECH (002600.CN)](https://longbridge.com/en/quote/002600.CN.md) - [Anjie (002635.CN)](https://longbridge.com/en/quote/002635.CN.md) - [SUNWAY COMM (300136.CN)](https://longbridge.com/en/quote/300136.CN.md) - [BOE (000725.CN)](https://longbridge.com/en/quote/000725.CN.md) - [DSBJ (002384.CN)](https://longbridge.com/en/quote/002384.CN.md) - [LUXSHARE-ICT (002475.CN)](https://longbridge.com/en/quote/002475.CN.md) - [Lens (300433.CN)](https://longbridge.com/en/quote/300433.CN.md) - [BOE VARITRONIX (00710.HK)](https://longbridge.com/en/quote/00710.HK.md) - [BOE (200725.CN)](https://longbridge.com/en/quote/200725.CN.md) ## Related News & Research - [Kansas City International Airport reopens after brief closure due to unspecified threat](https://longbridge.com/en/news/278278269.md) - [Lite-On optimistic about next 2 years of business](https://longbridge.com/en/news/278420124.md) - [Trump: They have agreed to quadruple production of "exquisite class" weaponry](https://longbridge.com/en/news/278164233.md) - [18:30 ETSunwave präsentiert auf dem MWC Barcelona 2026 eine All-in-One-Lösung, die innerhalb von 30 Minuten eine 5G-Verbindung herstellt](https://longbridge.com/en/news/278180740.md) - [New China-Made Polymer Thermoelectric Film Could Power Wearables With Body Heat](https://longbridge.com/en/news/278076062.md)