Keckie Gu said that the new low-cost 9.7 iPad hardware focus is Apple Pencil and Crayon (Logitech newly launched for the education market stylus products). Looking forward to 2018, the estimated iPad pen accessories (Apple Pencil & Crayon) shipments The volume is expected to grow by more than 100% annually to 10 million units, and shipments of 9.7-inch iPads are expected to grow by 20-30% to 28 million to 30 million units annually.
Among the suppliers in the supply chain are noteworthy manufacturers of Apple's Pencil and Crayon MIM components, as well as Ophelia, a supplier of touch sensors and touch modules.
Since all iPads support Apple Pencil, the relevant supply chain has a strong momentum of shipment. Other suppliers of Apple Pencil Taiwanese manufacturers include Compal in assembly, Xinxing in battery soft and hardboard, Yaohua, S&P in batteries, and crystals in quartz components. Technology.
However, Fubang Gu Gu believes that Compal started to join the iPad supply chain in 2015. At the time, it was the first to assemble the iPad mini. By the end of 2017, Compal's iPad assembly volume has increased significantly, accounting for Compal's total. 20%. However, Compal’s gross profit margin has not improved because the Compal iPad’s price is less than US$400, which is lower than the iPad's average retail price of US$450. Therefore, this updated, cheaper educational version iPad's contribution to Compal's profit is quite limited.
However, 2017 Ruiyi iPad backlight module shipments grew 60% year-on-year, shipments will continue to grow this year, the low-priced iPad is the main kinetic energy, will bring another wave of sports energy for Ruiyi. And the new iPad display In addition to pixel upgrades, it also supports stylus function. The eDP TCON timing control chip used by iPad is the sole supplier.