Ming-Chi Kuo, an analyst at TF International Securities, predicts that tomorrow Apple will launch the HomePod with a 7-inch panel, and China Tianma Microelectronics will be the exclusive panel supplier.
[Financial Channel/Comprehensive Report] TF International Securities analyst Ming-Chi Kuo wrote earlier that Apple (Apple) will launch a HomePod with a 7-inch panel in the first quarter of next year, and named Chinese electronics manufacturer Tianma Microelectronics (Tianma) as the leader. Exclusive panel supplier for this product.
Ming-Chi Kuo posted on Twitter a few days ago that Apple will launch a new HomePod product with a 7-inch panel next year, and this product will strengthen the integration with other Apple’s own hardware products, and can further replace Apple’s smart home products. Strategy makes a critical turn.
He also named Tianma as the exclusive supplier of such panels.
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Ming-Chi Kuo is optimistic about the growth trend of Tianma in Apple's supply chain, and believes that the company is expected to follow the growth pattern of BYD or BOE in Apple's supply chain in the future.
Gradually increase the proportion of shipments, and obtain orders for higher-end products through technical capability upgrades. If the shipments go smoothly, Tianma's next order from Apple may be iPad panels.
In addition, Ming-Chi Kuo also predicted that Tianma's current Android (Android) mobile phone panel production capacity has reached saturation, and its capacity utilization rate is better than that of competitors.
If this capacity can continue until the second quarter today, the company's revenue and profit in 2023 may be higher than market expectations.
Tianma is set to debut in Apple's supply chain, becoming a new beneficiary of Apple's revamped smart home strategy https://t.co/WA2qAnt95o
— Ming-Chi Kuo (@mingchikuo) March 10, 2023
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