This morning, the well-known analyst Ming-Chi Kuo’s latest Apple research report stated that benefiting from returning to Apple’s full product line soft board supply chain, Taiwan Career Technology’s Apple business revenue is expected to grow by about 100% in 2021 year-on-year or above.
The report predicts that Taiwan Career Technology will return to Apple’s full product line supply chain in 2021 and become a key supplier for the new iPhone (iPhone 13 series) in 2H21, the new AirPods (AirPods 3) in 1H21, and the new mini LED iPad in 1H21.
The report pointed out that iPhone 13 is expected to be the first iPhone model to adopt soft board battery technology (iPhone 12 uses soft and hard battery board technology), which will help save internal space and reduce costs. Taiwan Career Technology is expected to obtain about 40-50% of the iPhone 13 and 13 mini soft board orders.
The soft and hard battery board suppliers for the iPhone 12 series include Unimicron, Compeq, Unitech, and TTM. According to the report, the soft battery board suppliers for the iPhone 13 series have been changed to Taiwan Career Technology, Unimicron and Unitech.
The report pointed out that Taiwan Career Technology will obtain Apple TWS orders for the first time. The report predicts that the most significant change of AirPods 3 is that the design is similar to AirPods Pro. Taiwan Career Technology expects to obtain orders for AirPods 3 headset soft boards and charging box soft boards.
According to the report, Taiwan Career Technology is expected to regain orders for iPad acoustic and optical component soft boards and become a key supplier of mini LED iPad soft boards. It is expected that the mini LED iPad will be mass-produced in the middle of the first half of 2021.
It should be pointed out that although the cost of the battery has been reduced, the cost of the new customized wide-angle lens has increased, so it is not possible to predict whether the final price of the iPhone 13 will change. After all, there is still almost a year to wait for Apple to make a decision.