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Interactive touch screen panel
May 10, 2018

Keckie Gu said the new low-cost 9.7 iPad's hardware focus is Apple Pencil and Crayon (Logitech's newly launched stylus products for the education market). Looking ahead to 2018, Apple Pencil & Crayon shipments are expected to grow by more than 100% to 10 million units a year, and 9.7-inch iPad shipments are expected to grow by 20-30% annually to reach 28-10 million units. .

Among the suppliers in the supply chain are the new Nikon products for Apple Pencil and Crayon MIM components, and Ophelia, a supplier of touch sensors and touch modules.

Since all iPads support Apple Pencil, the relevant supply chain shipments are strong. Other suppliers of Apple Pencil Taiwanese manufacturers include Compal (2324), Xinxing (3037) and Yaohua (2367). The battery of the new Pu (6121), crystal technology with quartz components (3042).

However, Fubang Gu Gu believes that Compal was the first to join the iPad supply chain in 2015. At that time, the first iPad mini was assembled. By the end of 2017, Compal's iPad assembly volume has increased significantly, accounting for 20% of Compal's total revenue. 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 newer and cheaper educational iPad is for Compal’s. Profit contribution is quite limited.

However, 2017 Ruiyi iPad backlight module shipments grew by 60% year-on-year, this year's shipments will continue to grow, the low-cost version of the iPad is the main kinetic energy, will bring another Wave Camp sports energy. The new version of the iPad monitor, in addition to the pixel upgrade, also supports the stylus function. The eDP TCON timing control chip used by iPad is the only supplier.

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