Tianma is about to debut in Apple’s provide chain, in accordance with TF Worldwide Securities analyst Ming-Chi Kuo who predicts that Apple will unveil a brand new HomePod that includes a 7-inch show in 1H24, with Tianma because the unique panel provider.
I predict that Apple will unveil a redesigned HomePod that includes a 7-inch panel in 1H24, with Tianma because the unique panel provider.
The HomePod, which equips a panel, might allow tighter integration with Apple’s different {hardware} merchandise, marking a big shift within the firm’s good dwelling technique.
Tianma’s long-term prospects in Apple’s provide chain look promising. It’s poised to comply with the expansion path of BYD Electronics or BOE by beginning with low-end merchandise and regularly growing its cargo allocation, and acquiring higher-end merchandise by expertise capacility upgrades. Tianma’s subsequent orders from Apple could also be iPad panels if the cargo goes effectively.
MacDailyNews Take: Apple is reportedly growing a tool that mixes an iPad with a sensible speaker that can be utilized to manage numerous IoT units and likewise, doubtlessly, conduct FaceTime chats, amongst different makes use of.
Final June, Tianma introduced it could be setting up a full-process check line for Micro-LED based mostly merchandise, together with the mass switch course of to show module in Xiamen, Fujian, China.
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