Apple introduced new iPad tablet PCs, including IC packaging and testing plants such as Shan State, Jiuyuan, Shunde, Tailin, Riyueguang and Yipin, and IC carrier Dachang Jingshuo and Nandian, which indirectly cut in via major customers. New iPad product supply chain.
Central News Agency reported on the 11th, Apple (Apple) on March 7 launch the latest generation of iPad tablet PC, the new iPad is equipped with A5X dual-core processor, plus 4 core graphics processor, image performance is 4 times that of iPad2; the new iPad can also Support high-speed 4G long-term evolution network transmission technology (LTE, Long-Term Evolution), speed about 10 times faster than the current 3G technology.
Apple introduced a new iPad, IC packaging and testing and IC carrier board factory also through the supply of new iPad related components, indirectly cut into the new iPad supply chain.
LCD panel driver IC packaging and testing factory Shan State has been unable to cut into the iPad supply chain, but Apple's launch of the new iPad, Shan State has the opportunity to indirectly cut into the relevant supply chain for the first time.
It has been pointed out that Japanese panel maker Sharp has become one of the major suppliers of Apple's new iPad panels. Renesas, a major customer of Shan State, has achieved orders for Sharp's new iPad panel driver ICs, and orders for new iPad panel driver ICs are sealed and measured. It will be commissioned by Shan State, and Shan State will be able to indirectly enter the iPad supply chain for the first time.
On the other hand, IC testing and LED picking factory Jiuyuan Electronics (6261) LED picking inspection foundry service, also through the Japanese customers to supply Apple's new iPad product LED backlight module, Jiuyuan indirectly become the new iPad product supplier .
It has been pointed out that since at least last year 2011, Jiuyuan has cooperated with Japanese customers to provide LED-related foundry services, and has also indirectly taken advantage of the opportunity to cut into Apple's related product supply chain.
The new iPad uses the A5X dual-core processor, and the legal person pointed out that the IC carrier Dachang Jingshuo (3189) should continue to supply the chip-size flip chip package (FC-CSP) carrier board to the A5X dual-core processor, and this year's estimated market share can be 5 Between 10% and 10%.
In addition, the legal person estimates that the new iPad should continue to use Qualcomm and Broadcom's wireless Netcom chips. Jingshuo is the main supplier of Qualcomm's FC-CSP carrier board, and Nandian (8046) is the largest supplier of Broadcom's chip carrier board. Business, Nandian also provides some of Apple's printed circuit board products.
The legal person pointed out that the new iPad built-in power amplifier (PA) and RF front-end components, may still be supplied by Skyworks and Triquint, and Avago (Avago), respectively, power amplifier and RF front-end components FC-CSP carrier board, but also Provided by Jing Shuo.
Leading wire supplier Shunde is expected to cut into the new iPad supply chain through indirect customers.
Monolithic lead frame and copper alloy material produced by Shunde are mainly used for separate components and power chips for major customers such as STM, Infineon, NXP, IR, and Vishay. These customers cut into Apple's main supply chain.
The mixed signal and memory tester Tailin Technology (5466) also had the opportunity to enter the new iPad supply chain through its customer, Asahi Kasei Microdevices (AKM).
AKM and Tailin signed a five-year long-term test service contract for semiconductor components, and transferred about one-third of the electronic compass component testing business to Tailin. AKM's 3-axis electronic compass is a key component built into the iPhone4S and iPad2.
The legal person estimates that AKM electronic compass components have the opportunity to continue to enter the new iPad supply chain. Indirectly, through cooperation with AKM's long-term testing services, Tailin is expected to enter the new iPad supply chain.
The new iPad is expected to include Skyworks and Triquint's power amplifiers. The main committee was commissioned by ASE (2311). Qualcomm's chipmakers will be tested by ASE, and Broadcom's wireless communicators will also be tested at ASE and EI (2325). Sun Moonlight and counterfeit products can continue to enter the new iPad supply chain through beta test customers.
Central News Agency reported on the 11th, Apple (Apple) on March 7 launch the latest generation of iPad tablet PC, the new iPad is equipped with A5X dual-core processor, plus 4 core graphics processor, image performance is 4 times that of iPad2; the new iPad can also Support high-speed 4G long-term evolution network transmission technology (LTE, Long-Term Evolution), speed about 10 times faster than the current 3G technology.
Apple introduced a new iPad, IC packaging and testing and IC carrier board factory also through the supply of new iPad related components, indirectly cut into the new iPad supply chain.
LCD panel driver IC packaging and testing factory Shan State has been unable to cut into the iPad supply chain, but Apple's launch of the new iPad, Shan State has the opportunity to indirectly cut into the relevant supply chain for the first time.
It has been pointed out that Japanese panel maker Sharp has become one of the major suppliers of Apple's new iPad panels. Renesas, a major customer of Shan State, has achieved orders for Sharp's new iPad panel driver ICs, and orders for new iPad panel driver ICs are sealed and measured. It will be commissioned by Shan State, and Shan State will be able to indirectly enter the iPad supply chain for the first time.
On the other hand, IC testing and LED picking factory Jiuyuan Electronics (6261) LED picking inspection foundry service, also through the Japanese customers to supply Apple's new iPad product LED backlight module, Jiuyuan indirectly become the new iPad product supplier .
It has been pointed out that since at least last year 2011, Jiuyuan has cooperated with Japanese customers to provide LED-related foundry services, and has also indirectly taken advantage of the opportunity to cut into Apple's related product supply chain.
The new iPad uses the A5X dual-core processor, and the legal person pointed out that the IC carrier Dachang Jingshuo (3189) should continue to supply the chip-size flip chip package (FC-CSP) carrier board to the A5X dual-core processor, and this year's estimated market share can be 5 Between 10% and 10%.
In addition, the legal person estimates that the new iPad should continue to use Qualcomm and Broadcom's wireless Netcom chips. Jingshuo is the main supplier of Qualcomm's FC-CSP carrier board, and Nandian (8046) is the largest supplier of Broadcom's chip carrier board. Business, Nandian also provides some of Apple's printed circuit board products.
The legal person pointed out that the new iPad built-in power amplifier (PA) and RF front-end components, may still be supplied by Skyworks and Triquint, and Avago (Avago), respectively, power amplifier and RF front-end components FC-CSP carrier board, but also Provided by Jing Shuo.
Leading wire supplier Shunde is expected to cut into the new iPad supply chain through indirect customers.
Monolithic lead frame and copper alloy material produced by Shunde are mainly used for separate components and power chips for major customers such as STM, Infineon, NXP, IR, and Vishay. These customers cut into Apple's main supply chain.
The mixed signal and memory tester Tailin Technology (5466) also had the opportunity to enter the new iPad supply chain through its customer, Asahi Kasei Microdevices (AKM).
AKM and Tailin signed a five-year long-term test service contract for semiconductor components, and transferred about one-third of the electronic compass component testing business to Tailin. AKM's 3-axis electronic compass is a key component built into the iPhone4S and iPad2.
The legal person estimates that AKM electronic compass components have the opportunity to continue to enter the new iPad supply chain. Indirectly, through cooperation with AKM's long-term testing services, Tailin is expected to enter the new iPad supply chain.
The new iPad is expected to include Skyworks and Triquint's power amplifiers. The main committee was commissioned by ASE (2311). Qualcomm's chipmakers will be tested by ASE, and Broadcom's wireless communicators will also be tested at ASE and EI (2325). Sun Moonlight and counterfeit products can continue to enter the new iPad supply chain through beta test customers.
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