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12/10/2026 11:13

Sunny Optical and AAC Technologies both fall 2%, reports say Apple cuts iPhone 18 Pro orders by up to 20%

   reported on the 12th that Sunny Optical Technology (02382) is currently down 2.1%, at HK$59.2; AAC Technologies (02018) fell 2.2%, at HK$36.54; Cowell E-Technology (01415) rose 1.1%, at HK$21.7; Q Technology (01478) dropped 1.8%, at HK$4.81; BYD Electronics (00285) declined 1.2%, at HK$22.88; Foxconn Industrial Internet (06088) fell 2.8%, at HK$4.495; Lens Technology (06613) dropped 2%, at HK$19.73.

  , citing sources, reported that Apple (US.AAPL) has notified some suppliers to cut production of components for the newly launched iPhone 18 Pro and iPhone 18 Pro Max, mainly due to surging memory chip costs that have forced Apple to raise product prices, dampening consumer demand. Since early September, Apple has taken a more conservative stance on shipments. Sources indicated that due to weaker-than-expected market demand, component orders this month have been reduced by at least 15% compared to initial requirements.

  Senior supplier executives said that in October alone, Apple has reduced orders for these two high-end smartphone models by 15% to 20%, and it remains unclear whether this situation will continue. Another source said overall demand from late August to October has been weaker than in previous years. However, the decline in shipments will not immediately reduce Apple's revenue, as prices for all models have been raised by at least 10% compared to last year.

  This year, Apple first launched three high-end smartphone models, while the standard iPhone 18 and the new iPhone Air will be released next spring.

  Currently, the Hang Seng Index stands at 24,274, up 62 points or 0.3%, with turnover on the main board nearing HK$74.5 billion. The Hang Seng China Enterprises Index is at 8,161, up 13 points or 0.2%. The Hang Seng Tech Index is at 4,185, down 12 points or 0.3%.
 
Listed performance of stocks in the same sector or related stocks
Stock (Code)Current Price (HK$)Change (%)
Sunny Optical Technology (02382)59.2Down 2.15%
AAC Technologies (02018)36.54Down 2.19%
Cowell E-Technology (01415)21.7Up 1.12%
Q Technology (01478)4.81Down 1.84%
BYD Electronics (00285)22.88Down 1.21%
Foxconn Industrial Internet (06088)4.495Down 2.81%
Lens Technology (06613)19.73Down 2.04%
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