According to TFI Securities analyst Ming-Chi Kuo, Apple intends to launch an iPad with a mini LED display in the first half of next year, and AirPods 3 with a design signature similar to AirPods Pro.
In the research report to investors, McrumsKuo’s latest prediction is related to the fate of Taiwanese manufacturer Career Technology. Due to its flexible soft board technology, the company is expected to become a major partner in the Apple product supply chain in 2021.
It is said that the LCP (liquid crystal polymer) soft board provides a flexible way to connect components together while facilitating high-speed, low-latency data transmission. The report pointed out that it is expected that the career will regain orders for acoustic and optical components used in the soft board of the mini LED “iPad”, which will be mass-produced in the first half of 2021.
Kuo said that about eight months ago, Apple plans to launch six mini-LED products by the end of 2021. These products include the 12.9-inch iPad Pro, the 27-inch iMac Pro, the 14.1-inch MacBook Pro, and the 16-inch MacBook Pro. 10.2-inch iPad and 7.9-inch mini.
However, Kuo has long predicted that the 12.9-inch iPad Pro with a release date in the fourth quarter of 2021 may become Apple’s first mini-LED product. Therefore, this latest development seems to indicate that analysts’ expectations have changed.
As we outlined in our mini-LED technology guide, these displays use approximately 1,000 to 10,000 individual LEDs. Compared with traditional LED-backlit displays, they have undergone many improvements, and the performance of OLED displays is almost nothing. The disadvantages of this technique.
Regarding “AirPods”, the notes reiterated Guo’s belief that Apple is developing the third generation of AirPods, which will be put into mass production in the first half of 2021.
The new AirPods will use the system-in-package used by the AirPods Pro- to replace the rigid flexible PCB + SMT design of the second-generation AirPods, and have a shape similar to the AirPods Pro, but with a shorter stem and replaceable earplugs.
AirPods 3 is expected to be more affordable and will lack high-end features such as active noise reduction. However, battery life may be improved, and Apple is developing a new wireless chip.
Guo said that his career will receive orders for AirPods3 components, which is expected to greatly help suppliers’ revenue and profits starting in the second quarter of 2020.
Kuo’s note also mentioned that Apple intends to expand the use of its soft board technology in the “iPhone 13” next year, which is expected to save space and reduce manufacturing costs, and Career again expects to benefit from wider adoption.