Morgan Stanley maintained ‘Overweight’ as an investment rating, saying it is “the best choice in IT” for Apple, which announced a new product on the 9th (local time).
CNBC reported that Apple CEO Tim Cook’s recent remarks that “Apple’s semiconductors will shake the industry” and that “Apple’s own semiconductor ‘monster chip’ is accelerating innovation.” .
Apple unveiled the ‘M1 Ultra’ chip for ultra-high-performance PCs at a new product presentation on the same day. AP (application processor) installed in premium products was also added to the mid-to-low-end smartphone ‘iPhone SE’ and tablet ‘iPad Air’.
There is a saying in the industry that “Apple’s innovation starts with semiconductors.” In regards to the new product, there was also an evaluation that “the price is disappointing compared to the features and innovation” regarding the higher-than-expected price of the iPhone SE, which was unveiled on the day.
