天馬首度打入Apple供應鏈，為Apple再造智能家庭策略的新受益者 / Tianma is set to debut in Apple’s supply chain, becoming a new beneficiary of Apple’s revamped smart home strategy
Tianma is set to debut in Apple’s supply chain, becoming a new beneficiary of Apple’s revamped smart home strategy.
- I predict that Apple will unveil a redesigned HomePod featuring a 7-inch panel in 1H24, with Tianma as the exclusive panel supplier.
- The HomePod, which equips a panel, could enable tighter integration with Apple’s other hardware products, marking a significant shift in the company’s smart home strategy.
- Tianma’s long-term prospects in Apple’s supply chain look promising. It’s poised to follow the growth path of BYD Electronics or BOE by starting with low-end products and gradually increasing its shipment allocation, and obtaining higher-end products through technology capacility upgrades. Tianma’s next orders from Apple may be iPad panels if the shipment goes well.
- Tianma’s Android smartphone panel production capacity is full currently, and its capacity utilization rate surpasses its competitors. If this trend continues until 2H23, its revenue and profit in 2023 could exceed market expectations.