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Apple Supplier Stocks Could Rerate Faster Ahead of Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2664989503","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664989503?lang=en_us&edition=fundamental","pubTime":"2026-09-02 13:01","pubTimestamp":1788325260,"startTime":"0","endTime":"0","summary":"0501 GMT - Shares of Chinese Apple suppliers could rerate faster heading into the iPhone maker's impending product launch, DBS Group Research analysts say in a commentary. They reckon unusually bullish language from Apple's new CEO is raising expectations for the Sept. 9 event and supporting sentiment toward Apple value-chain stocks. Suppliers that are likely to benefit from this year's Apple product cycle include Lens Technology, which could be an exclusive glass supplier for a potential foldable iPhone; Lingyi iTech, which could supply foldable precision components; and Sunny Optical, as Apple's next iPhone could be the first with an adjustable-aperture camera. 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They are demanding an additional bonus for fiscal 2026 and a new profit-sharing scheme from fiscal 2027 that will direct 15% of operating profit to employees, according to the report.The unions argue Micron Technology's current incentive plan does not adequately reflect the company's profitability and leaves workers behind their counterparts. The dispute arose after the company posted record fiscal third-quarter revenue of $41.5 billion and net income of $28.2 billion, driven by strong AI-related memory demand, the news agency said.Micron Technology did not immediately respond to MT Newswires' request for a 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