Apple supply chain reshuffle several happy

In the market, Apple will make a big turn in its tablet strategy next year. It will no longer launch 7.9-inch iPad mini series products, and will focus on the new large flat panel with a 12-inch or larger fire arch. It will be launched in March next year. It will be OEM by Hon Hai. The iPad mini became the Compal of Apple's supply chain, and Shuo lost orders.

Apple supply chain reshuffle several happy

Apple Tablet Big Turn Supply Chain Reshuffle

It is understood that the reasons for Apple's tablet strategy shift are mainly the rapid rise of large-size smart machines with a size of more than 5 inches, and the exclusion of flat-panel sales, coupled with fierce competition in the tablet market, which has caused Apple to yield. However, Apple did not confirm this rumors, and Hon Hai, Compal, and Heshuo did not comment on the customer and the single product line.

It is an indisputable fact that the emergence of large-sized smart machines has hit Apple's flat-panel sales. According to Liao Xianyi, a hardware analyst at Fubon’s downstream analysts, the total iPad shipments this year were only 62 million units, which is a 17% decline.

iPadmini, the supplier pointed out that when iPadmini was launched in the first year of 2012, shipments were 12 million units, and after climbing to a peak of 39 million units in 2013, it began to weaken, and it is estimated that this year will only appear. The shipments of 26 million units have been reduced by more than 33%. Apple has developed a large-size flat panel and is "a general trend."

In the market, Apple is planning next year's iPad product line, will abandon the 7.9-inch iPad mini series products, focus on the development of new large-size flat panel over 12 inches, will be named iPadPro. The industry is rumors that the iPadPro may be 12.2 or 12.9 inches in size and between iPad Air2 and iPhone 6 Plus.

IPad Pro is responsible for all large-size flat panel OEMs from Hon Hai and will be available in March next year.

In other words, iPad Mini 3, which came out of the market, may become the "final song" of the iPad mini series, and no product will be available in the future.

It is understood that in addition to the iPadPro by Hon Hai, the main components will continue to use iPadAir2 suppliers' products, including the new module of the Battery module, Shun Tak, and the chassis of Hong Zhun.

Market analysts have analyzed that with Hon Hai, 100% of iPad Pro's OEM orders were placed, and Hon Hai already obtained iPhone6, iPhone6Plus, iPad Air2, and most, even all, OEM orders, Hon Hai is one of the most important foundries of Apple. Sway.

In contrast, the former foundry iPadmini, become Apple's supply chain's Heshuo, Compal and other foundries, will face the problem of loss of orders, becoming Apple's tablet strategy to change the victim.

The current market is relatively unfavorable Compal. As for Heshuo, some market participants believe that the company has the opportunity to win orders for other new products from Apple and become a new growth momentum in Ming and later years.