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January 2019 - 8chan Transparency Report
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File: 58ad9e085461fd0⋯.jpg (55.51 KB, 800x583, 800:583, ipad_mini_4_2017_roundup_h….jpg)

 No.223983

Among supply chain partners for iPhones, Taiwan's PCB makers have suffered significantly from the devices' latest wave of lackluster sales, with flexible board suppliers Zhen Ding Tech, Flexium Interconnect and Career Technology bracing for more negative impacts in 2019 as their revenues have already seen notable downturns since November 2018.

iPhone main board suppliers including Compeq Manufacturing, Unimicron and Kinsus Interconnect Technology, as well as makers of PCBs for non-handset Apple devices such as Tripod Technology and Unitech PCB may be less affected in the year due partly to lower ratios of revenues contributed by new iPhones.

At the moment, Compeq and Unitech are major suppliers of rigid-flex boards for AirPods, and they are expected to enjoy significant revenue increases after Apple releases AirPods 2 later in the first half of 2019.

Meanwhile, Apple is also set to launch new iPad models in the first half of 2019, which is seen as a boon to shipment performances at Taiwan-based flexible PCB suppliers. But what counts most will be the sales performance of new iPhones to be released in the second half of the year. Among them, Flexium Interconnect has projected a pickup in its market share for communication-use flexible boards needed for new iPhones in 2019.

source:

https://www.digitimes.com/news/a20190130PD211.html



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