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Apple’s 2H24 production ramp-up gradually resumes as touchscreen supply chain stabilizes

Affected by market destocking adjustments, Apple’s operations continue to show lackluster performance as the peak season for 2024 is delayed. Recently, the supply chain has reported that ramp-up production is expected to resume in August and continue until the fourth quarter. However, overall growth remains slow, with the second half of the year projected to have slightly better results than the first half.