Strong impact by the smart phone crowding effect, coupled with the 2-in-1 notebook (NB) significantly improved the acceptance in recent years, the global tablet PC market has shrunk dramatically, the original troops into the Tablet PC market, the pomp, experience After a wave of playoffs, Apple is the only one left now, and a handful of players such as Samsung Electronics, Amazon, Huawei and Lenovo continue their battle in the tablet market.
As the demand for the overall tablet market became saturated, not only the shipment of Apple iPad series continued to slip, but the shipment of bulk Android tablet products also entered the recession period, including Samsung, Asus, Acer, Hewlett-Packard, Dell ), MSI and other brands declining momentum of sales, second and third tier brands even more tragedy was eliminated, especially the mainland tablet PC industry because Intel (Intel) out of the Tablet PC platform war situation, the abolition of subsidies, had to withdraw from the market, the global flat panel The computer game gradually tends to ease.
Supply chain industry revealed that Apple to keep the tablet shipped 10 million units in a single quarter of scale and profit momentum, has recently planned to launch in the second quarter of 2018 ultra-low-cost iPad, with 9.7-inch screen design and lower specifications, The industry estimates that the price is about $ 259.
Apple's new ultra-low-cost iPad not only lock the non-critical players in general consumer ethnic needs, more importantly, Apple intends to take this further to open up new theater, including the need for parity Tablet PC control functions of the industrial and service industries and other industrial applications, The demand for such applications to parity models, the overall huge demand for Apple's attempt to expand the scale of tablet shipments, lower production costs, will bring great help.
However, other tablet brands are worried about the situation. Compared with other mid-priced and high-priced iPad series, if Apple launches ultra-low-cost new models, it will surely expand its impact on other brands such as Samsung, Amazon, Lenovo and Huawei, and even Including Asustek, Acer and other Tablet PC brands living space, fear will be further squeezed.
Supply chain industry, said Apple's new ultra-low-cost iPad model assembly OEM high yield, component costs are lower, greatly reducing R & D and production costs, the Apple iPad business is expected to bring significant profit growth momentum , The current OEM orders will be carried out by Compal, PCB manufacturers Wah Tung, Yaohua will also be included in the supplier.
As for the other Apple partners Horst, in the face of the iPhone 8 series of new machine sales as expected, and iPad suffered Compal competing orders, the supply chain in fear of being affected by the Apple in 2018. However, the industry did not confirm the customer order information.