Apple recently achieved a remarkable 20% surge in Chinese iPhone shipments, proving that premium electronics can thrive despite a broader market slump. This resilience creates a compelling opportunity to invest in top-tier consumer tech brands and the advanced supply chain companies that support their flagship devices.
Published on April 18
While the broader smartphone market dropped 4%, premium device shipments surged 20%. These stocks sit at the heart of a segment that keeps growing even when others slow down.
Most people know the big brand names, but the real engine of premium tech is the specialised suppliers behind the screen. This group gives you access to those under-the-radar companies that experts are quietly watching.
From advanced 5G chips to AI-powered silicon, the companies in this group are building the technology that will define the next generation of flagship devices. The window to get in early may not stay open for long.
A remarkable 20% surge in iPhone shipments in China, at a time when the broader smartphone market fell 4%, tells a powerful story. Premium electronics brands appear to be largely immune to economic slowdowns, with consumers continuing to prioritise high-end devices. This theme targets the companies that make that premium ecosystem possible, from chip makers to display manufacturers.
This group sits across the high-value end of the consumer technology supply chain. That means less exposure to budget market pressures and stronger potential margins. However, as with any group of stocks, individual companies will have their own risk profiles. This is a theme built around resilience, not guaranteed performance, and it spans a range of sectors from semiconductors to audio hardware.
Each company in this group was hand-picked by professional analysts in direct response to the surge in premium smartphone demand. They were selected because they sit at critical points in the flagship device supply chain, whether supplying processors, image sensors, display panels, acoustic components, or advanced manufacturing services. These are not random picks — they are purposeful, data-driven selections.
This basket reports a total market capitalisation of $.000 and lists no constituents, so it currently holds no market exposure. Consequently, there is no large-cap dominance anchoring the basket.
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Here are a few of the assets in this group. Create an account to unlock the full list.
CELESTICA INC
CLS
Current Price
$309.26
Celestica provides advanced electronics manufacturing and supply chain solutions that help top-tier consumer technology brands reliably scale producti...
Celestica provides advanced electronics manufacturing and supply chain solutions that help top-tier consumer technology brands reliably scale production.
CEVA INC
CEVA
Current Price
$27.77
CEVA licenses essential 5G and artificial intelligence silicon IP that powers the advanced connectivity and processing capabilities of modern smartpho...
CEVA licenses essential 5G and artificial intelligence silicon IP that powers the advanced connectivity and processing capabilities of modern smartphones.
BENCHMARK ELECTRONICS INC
BHE
Current Price
$72.64
Benchmark Electronics supplies precision engineering and advanced manufacturing services that support the complex hardware demands of top-tier consume...
Benchmark Electronics supplies precision engineering and advanced manufacturing services that support the complex hardware demands of top-tier consumer tech brands.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+7.20%
On average, analysts expect assets in this group to grow 7.2% over the next year.
3 of 3 assets in this group are rated Buy by professional analysts.
