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Author: YiStock   |   Latest post: Wed, 11 Jul 2018, 11:13 AM

 

AMS AG's latest Q Result Gives Away Very Positive Signal to It's Suppliers - YiStock

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Image result for ams ag

 

AMS, the biggest supplier of Apple Face ID's component has released a stunning set of quarter result for Q3 2018. 

 

>>> The revenue has jumped 91.6% compared to Q2 2018 whike 57% against same period last year.

 

A summary of the result can be found is this link: https://www.reuters.com/article/us-ams-results/launch-of-new-iphones-helps-chipmaker-amss-profit-surge-idUSKCN1MW2OM

Some key take-away:


 

With so many positive development happened in the face ID supply chain, I have written 3 potential winners listed in bursa

(1)  Pentamaster https://klse.i3investor.com/blogs/PENTAMASTER/155137.jsp

 

(2) Globetronics https://klse.i3investor.com/blogs/YiStock/168111.jsp

 

(3) Frontken https://klse.i3investor.com/blogs/frontkn/168672.jsp

 

All 3 stocks has surpassed or nearly touch on my end 2018 Target Price.

(1) Pentamaster highest point @ 3.87 (TP:3.75),

(2) Globetronics highest point @2.90 (TP 2.75) 

(3) Frontken highest point @ 0.995 (TP: 1.00)

 

Going into 2019, i hope above 3 shares will touch the TP as per below guided by very strong business fundamental:

(1) Pentamaster 2nd TP: RM 4.50 

(2) Globetronic 2nd TP: RM 3.90 

(3) Frontken 2nd TP: RM 1.50 

 

I shall continue to track the business prospect of these 3 counters continuosly. 

 

Cheers & Best of Luck,

YiStock

 

Recap on the FACE ID component / module, Gtronic & heptagon are in the safest module in the supply chain judging on their expertise on optical path.

While both AMS's princeston & AMS's heptagon are supplying VCSEL chip package and optical path module to china android phones like huawei and xiaomi. 

Dot projector module will have many competitors such as finisar (apple funded expansion), osram, princeston (AMS & Apple funded the expansion). The competition should not implicate Gtronic.

See below key supplier for each module in Iphone X (2017) and Iphone XS, XS Max, Xr, ipad, etc (2018 & beyond): 

(1) Colour/ambient light sensor Module - Heptagon+Gtronic are dominating this optical path

(2) Dot projector module (VCSEL) - Lumentum as source and AMS as package

(3) NIR module - STMicroelectronics

(4) Proximity detector + Flood illminator module - STMicroelectronics

 

 

 

 

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