Apple announced a 'Welcome home' event on October 13, where it is expected to unveil its first AI smart home hub (HomePad), a new HomePod mini, and Apple TV. The broker sees this as a catalyst for the smart home ecosystem and highlights two Chinese chip companies: Leaguer Microelectronics (688589) and Telink Microelectronics (688591).
Apple's smart home push may drive growth for Chinese connectivity chip makers Leaguer Microelectronics and Telink Microelectronics.
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