According to Taiwan media reports, due to the epidemic and Mini LED "complex panel design", 5G iPad Pro may be postponed until early next year.
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According to reports, industry insiders said that Apple's tablet will be the first iPad equipped with Mini LED's new display technology. It is rumored that Mini LED is supplied by Epistar, but the "complex panel design" means that Epistar has to seize the opportunity of new business opportunities. It will also follow.
The industry expects that as 5G iPad Pro introduces Mini LEDs, Apple will release more Mini LED-equipped devices in the future, thereby detonating Mini LED business opportunities, and suppliers such as Epistar will benefit.
Recently, Jingdian's stock price has also risen strongly due to the Mini LED topic. However, the industry is now rumored that the 5G version of the iPad Pro will not be released until next year. The industry believes that this will affect the layout of Jingdian and other supply chains.
Apple ’s upstream supply chain declined to comment on rumors that the new iPad may be delayed. It is reported that the new machine will be divided into orders from Hon Hai and Compal, and the chassis will be supplied by Kecheng. The touch-sensitive dual GIS and TPK will supply the touch panel, and Xinpu will provide the battery.
It is worth mentioning that new news from the industry chain says that Apple plans to release a 23-inch iMac and 11-inch iPad Air later this year.
According to information disclosed by the industry chain, this year's new "affordable iPad Air" has increased to nearly 11 inches. For the supply chain, the foundries are still Hon Hai and Compal. Panel suppliers include LGD, Sharp and BOE. LGD is still the largest supplier. The backlight module is exclusively supplied by Ruiyi. .
Apple's 23-inch iMac will be exclusively manufactured by Quanta. The suppliers of panels and backlight modules are LGD and Ruiyi, respectively. Apple's new iPad Air is expected to be mass-produced in the third quarter, while the iMac is scheduled for mass production at the end of the third quarter and the beginning of the fourth quarter. Apple last updated its iMac in March last year and brought a new ninth-generation Intel processor.
In addition, the new AirPods that Apple plans to release have the same shape design as the current AirPods Pro, except that there is no noise reduction function, and the price will be lower.
Apple originally planned to release the new AirPods in May this year. Although there has been no news of the delay, due to the impact of the global epidemic, the new AirPods are likely to be postponed to the second half of this year or 2021.
At present, the price of AirPods (second generation) is 1246 yuan (with charging box), 1558 yuan (with wireless charging box). AirPods Pro is priced at 1999 yuan.
