According to Sina Finance, Apple has removed OFILM from its supply chain list, and all iPad touch module orders have been redirected back to Taiwanese factories, supplied by GIS and TPK.
It is reported that OFILM, GIS, and TPK previously supplied touch modules for Apple iPad, with all three companies having a similar share of the supply.
OFILM was established in 2002. The company’s main business covers micro camera modules, fingerprint recognition modules, touchscreens, touchscreen full-laminating modules, and smart automotive electronic products and services. Its products are widely used in smartphones, tablets, cars, and wearable devices.
In May this year, industry sources reported that orders for the iPhone 12 series camera modules were handled jointly by three suppliers: LG Innotek, Sharp, and OFILM.
However, in July this year, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) added camera module supplier OFILM to the entity list, which could lead to certain restrictions on OFILM’s production. Perhaps because of this, Apple is also considering adding suppliers from other countries.
In addition, news also revealed that Samsung Electro-Mechanics has begun supplying lens modules to Apple for the first time.
Today, OFILM’s stock hit the daily limit down, falling to its lowest point since July.
Additionally, Apple is not listed among the partners on OFILM’s official website.