It is reported that this year Apple is expected to launch the new iPad Pro is about 11 inches, is still responsible for the assembly of Hon Hai, the panel also continues to be provided by the Le Jin monitor (LGD), Sharp together, the backlight module for Ruiyi shipments, GIS- KY is eating nearly 70% of touch-fit orders, and competitors such as Ophelia, TPK-KY, etc., will begin shipping to Apple in the next quarter, and pay attention to off-season performance.
Legal person thinks that because of Apple’s temporary absence in the first half of the yeariPhoneThe launch of the new machine has caused the supply chain to be generally sluggish in the first half of the year. Fortunately, the iPad should have new products available, which will help supply chain operators maintain a certain level of performance. Overall, however, the second half will still be better than the first half.
Since the first-generation 12.9-inch iPad Pro was released in November 2015, and the 9.7-inch iPad Pro was released in March 2016, it is worth mentioning that the second generation iPad Pro models were both released in June last year. Therefore, it is assumed that the third-generation iPad Pro is likely to be released in June this year. The new iPad Pro is expected to carry an eight-core A11X chip in addition to the face recognition function.
Jun Zhang, an analyst at Rosenblatt Securities, believes that the new iPad Pro is about to enter mass production and may start selling at the end of the second quarter. It is expected that the first supply of the next generation iPad Pro will fall between 6 million and 8 million units. Between the waves of new replacements.
According to statistics from the market adjustment agencies, the total iPad shipments last year were about 44 million units. Shipments this year were roughly the same as last year. According to the legal person, if Apple launches the new iPad with a bargain price, it is expected that the sales volume is expected to grow at a double-digit rate, and Taiwan's supply chain performance will also be affected by rain.
In addition to the iPad, it is also reported that Apple plans to launch three new iPhones in the third quarter of this year, including two OLED screen phones and a cheaper LCD version of the iPhone. Among them, the LCD version 6.1 is expected to be large due to its high performance-to-price ratio. Hot, the model is expected to use out-cell touch modules (Out-cell), TPK, GIS will benefit from this.
The legal person stated that although iPad new products can stimulate sales momentum and contribute to related supply chain performance, it is hard to compare with the iPhone that breaks 100 million pieces per year. Therefore, the supply chain including TPK and GIS will still perform in the second half of the year. Better than the first half.