EU SEMI: Last night, Apple launched a number of devices including iPhone 8, 8 Plus and highly anticipated iPhone X (with OLED screen and 3D sensing), along with newer versions of Apple Watch and TV. In our EU coverage, we have been flagging ams (3D a multi-year trend), STM (Apple 3D to drive half of 2018 growth) and Dialog (2 chips vs. 1 in new iPhones.) as beneficiaries driven by rising content in the new iPhone models.
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