According to SHEN Li-bin, general manager of Shenzhen Jinxin microelectronics to set micro-grid said that in the iPhone8 series released, Jin-core micro-launch wireless charging chip shipments increased nearly 10 times, which led to the wireless charging market has exceeded expectations. Micro is the largest domestic manufacturer of wireless chip shipment, before the release of the iPhone8 series, Jin core micro-wireless chip shipment reached KK monthly level.
After the launch of the iPhone8 series, driven by domestic wireless chip maker shipments surge and only a core Micro-core, the entire wireless charging transmitter market began to surge shipments. One of the major reasons is because the iPhone8 series after the listing, support iPhone8 series Apple's wireless charger AirPods has to wait until 2018 for sale, in advance to the domestic wireless charging manufacturers to share a huge market dividend.
In fact, wireless charging market began to surge, the key or the industry is optimistic about the role of the iPhone vane and AirPods shipping performance, the current Jinli M7p mobile handset manufacturers to become the first with a wireless charging feature phone.
According to KGI Investment Analyst Guo Mingji estimated AirPods shipments next year is expected to grow 100%, supply chain manufacturers and China Telecom Precision Precision Factory directly benefit.
Sharp legislation has said sharp, the tenth anniversary of major customers in the second half of this year is the flagship aircraft is actively stocking, is expected to be substantially increased revenue and profit levels.With the iPhone8 series of new machines began to be shipped, Lixun precision is expected that the first three of this year Quarterly net profit of 10.21 to 11.57 billion yuan, an increase of 50% -70%, corresponding Q3 single-quarter net profit of 339-475 million yuan, an increase of 36.9% -67.2%, achieving four consecutive quarters of results year-on-year growth, turning point Confirmed.
Kwok Ming-kwan pointed out that AirPods demand is still strong, Apple's official shopping site shipping time shortened to 1 day to 3 days, the key to improving the assembly process and the new assembly firm newsletters precision increased new capacity originally by Inventec exclusive assembly.
Looking ahead to the next year, Guo Ming-kun pointed out AirPods is still one of Apple's most popular accessories products, shipments expected annual growth of about 100% to reach 26 million to 28 million from the supply chain point of view, the report is expected, legislation sophisticated In the next year is expected to become the first assembly supplier AirPods, the proportion of orders may be more than Inventec.
Although Apple AirPods not yet listed, but according to industry sources, AirPods will be stacked multi-coil solution. Shao Libin said: I am not optimistic about the multi-coil AirPods, because the charging efficiency will be low, the phone is highly sensitive to temperature, the original wireless charging However, Shao Libin also stressed that I believe there will be Apple AirPods market, because the Apple brand has accumulated a large number of fruit powder groups, Imagine wearing an Apple Watch, using an iPhone X, and charging it together on an Apple AirPods wireless charger, which would allow the fruit meal to pay for it.