--- title: "Understanding the Market | The mobile phone industry chain collectively rises, Apple's latest round of inventory plan is adjusted upward, expected to drive the recovery of the industry chain" type: "News" locale: "en" url: "https://longbridge.com/en/news/286188626.md" description: "The mobile industry chain collectively rose, with FIT HON TENG up 11.47%, AAC TECH up 8.74%, SUNNY OPTICAL up 3.39%, and Q TECH up 2.51%. Citigroup's report stated that Apple's iPhone production plan for fiscal year 2026 has been raised to 163 million units, a year-on-year increase of approximately 10%. The production plan for Q2 is set at 63 million units, a year-on-year increase of 31%. Benefiting from Apple's inventory stocking plan adjustment and improved demand in the Chinese market, the core hardware supply chain will see inventory replenishment and valuation recovery. OpenAI plans to advance the mass production of AI smart body phones to the first half of 2027" datetime: "2026-05-13T03:08:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286188626.md) - [en](https://longbridge.com/en/news/286188626.md) - [zh-HK](https://longbridge.com/zh-HK/news/286188626.md) --- # Understanding the Market | The mobile phone industry chain collectively rises, Apple's latest round of inventory plan is adjusted upward, expected to drive the recovery of the industry chain According to Zhitong Finance APP, the mobile industry chain has collectively risen. As of the time of writing, FIT HON TENG (06088) is up 11.47%, trading at HKD 10.4; AAC TECH (02018) is up 8.74%, trading at HKD 42.3; SUNNY OPTICAL (02382) is up 3.39%, trading at HKD 65.65; Q TECH (01478) is up 2.51%, trading at HKD 8.98. In terms of news, Citigroup stated in its latest research report that Apple's overall production plan for iPhones in the first to third quarters of fiscal year 2026 has been raised to 163 million units, a year-on-year increase of about 10%, with the main growth coming from the iPhone 17 Pro and Pro Max models. Meanwhile, the production plan for iPhones in Q2 alone is set at 63 million units, a year-on-year increase of 31%, reflecting stronger terminal demand than previously expected. Benefiting from Apple's latest round of iPhone inventory replenishment plan adjustment and improved demand in the Chinese market, the core hardware supply chain will experience dual drivers of inventory replenishment and valuation recovery. It is worth noting that OpenAI has been reported to be accelerating the advancement of its first AI smart phone project, with mass production potentially being moved up from the originally planned 2028 to the first half of 2027. One of the potential reasons for the acceleration is to align with OpenAI's IPO plan at the end of the year. If progress goes smoothly, the total shipment of this phone is expected to reach about 30 million units between 2027 and 2028 ### Related Stocks - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [02018.HK](https://longbridge.com/en/quote/02018.HK.md) - [01478.HK](https://longbridge.com/en/quote/01478.HK.md) - [06088.HK](https://longbridge.com/en/quote/06088.HK.md) - [02382.HK](https://longbridge.com/en/quote/02382.HK.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) ## Related News & Research - [Apple Upgraded, American Express Downgraded: Updated Rankings on Top Blue-Chip Stocks](https://longbridge.com/en/news/286133024.md) - [Apple Sales Coach Will Use AI-Generated Video Presenters](https://longbridge.com/en/news/286120807.md) - [Apple’s education discount now requires proof that you’re a student](https://longbridge.com/en/news/285722578.md) - [A former OpenAI employee explains the 'open secret' of AI: Companies are building systems they still can't reliably control](https://longbridge.com/en/news/286156468.md) - [Tim Cook Got His Share Of Advice From Steve Jobs On How To Be Successful At Apple, Now He's Asking John Ternus Never To Forget His 'North Star'](https://longbridge.com/en/news/285848792.md)