iPhone 5 or mention to Hon Hai exclusive foundry in late August

June 27 news, according to the component industry revealed that Apple iPhone 5 mobile phone may advance to the end of August, fully attack the United States back to school business opportunities. From July onwards, Apple has been sending products to the component industry players Zhengxin, Xinxing, Huatong, Daliguang and Yujingguang. Hon Hai is the exclusive foundry.

Affected by the debt crisis in Europe, the consumer electronics season in the third quarter was overshadowed by the iPhone5's decision to advance its listing and seize business opportunities. According to industry sources, the iPhone5 supply chain took action in July, and shipments in August further expanded. From the perspective of rushing shipments, delivery conditions were tighter than before, infusing growth momentum for the third quarter of Apple's stocks.

It is reported that from the iPhone4S to the iPhone5 revolution, the Taiwan factory will completely accept the chain will also shuffle, iPhone5 in order to thin, using the in-cell touch-panel F-TPK has been determined from the iPhone5 Accepting the chain out, F-TPK Chung Hong said that regardless of how the in-cell touch panel is developed, TPK is ready to disperse the strategy of customer-related example sentences. In the second half of the year, Win8 will be launched, which will drive medium and large-sized touch devices. With strong demand, TPK will also grow very well.

The biggest feature of the iPhone 5 is that the Siri function is stronger, the volume is thinner than the iPhone 4S, the screen becomes larger, and the length becomes longer, but the width does not change. There are big changes in the cable and connector, especially the price of the standard mobile phone connection cable is more than 5 times that of the old model. In the case that the old model cannot be applied to the iPhone 5, it will stimulate the consumers to purchase more products. Become a big winner. In particular, Hon Hai still won exclusive OEM orders. Currently, it is not yet included in the list.

In addition, the optical lens is still dominated by Da Liguang and Jade Light, and Dali Liguang said that the current forecast for customers in the second half of the year seems to be more optimistic than in the first quarter. The real new machine is estimated in July. Start shipping.

As the iPhone 5 enters the era of 4G communications, the demand for power amplifiers has increased, and in order to meet the thin and light characteristics of the iPhone 5, the GaAs plant has integrated power amplifiers and converters. According to foreign sources, the growth momentum of suppliers Skyworks shipments is stronger, and Acerco is the main foundry partner, and both stable and new will also benefit.

People in the industry expect that if the iPhone 5 is listed in advance, it will detonate the iPhone4S price cuts. With the iPhone4S price reduction and the subsidies from the telecommunications industry, the iPhone4S is expected to transform into a “zero cell phone” in Taiwan, which will be an excellent message for fruit powders.

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