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Original...a few name drops in there and “bearing manufacturers”

Folding iPad has a new business opportunity for the studio
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2019-07-04 00:49 Economic Daily reporter Chen Yuxiang / Taipei report
Apple is quietly creating a new folding iPad, the size of the screen is almost equal to the current Macbook product line, bringing a new revolution to the tablet device. The industry is optimistic, the new bearing factory with the cooperation of Apple for many years will play the key role of folding iPad, plus screen and size enlargement, the synchronization of the shell, touch and other materials will increase, can be, GIS, TPK and other cooperative factory shipments Will also zoom in.

In response to Apple's proposed launch of the folding iPad, the domestic supply chain will not be commented. The legal person said that although the iPad dominates the global tablet market, the market sales momentum is weakening year by year due to the market becoming saturated and the white card rivals. If the iPad is launched in the future, it will attract consumers' attention and help the supply chain performance. Eat and make up.
Researcher IHS Markit analyst Jeff Lin disclosed that Apple is currently quietly building a folding iPad, which will support 5G, and with A series processors, the screen size will be almost equal to the current Macbook product line, bringing a new revolution to tablet devices. It is also used against the new dual-screen Surface that will be launched by Microsoft. It is expected that the folding iPad will be launched as soon as next year.

Supply chain operators said that at present, in the domestic iPad supply chain, GIS and TPK are responsible for supplying touch modules, while the chassis is supplied by Kecheng, Hongzhun and Yusheng, while the bearing factory Xin Rixing is responsible for supplying the bearing components of the Macbook. In the future, if the iPad has a folding function, the market expects that Nikko will give priority to supply.

According to industry analysts, from a technical point of view, no matter the difficulty of the casing and the touch module, the key players should fall on the bearings. At present, the experience of the two major bearing factories in China, Xinxingxing and Zhaoli, is quite Rich; among them, Xin Rixing supplies long-term supply to Apple Bearings. It is expected that if the folding version of the iPad is to be mass-produced, the cooperation between the two parties will be closer.

Jeff Lin pointed out that the folding iPad is not only highly portable, but also has a larger screen and more business-friendly features. The most important thing is to support 5G communication, so there is a chance to replace the notebook in some way. Function, but at the moment Apple must solve the problem of 5G iPhone before it can launch the folding iPad.

On the other hand, from the analysis of the folded iPad structure, not only the screen touch and the casing materials will be doubled compared with the current iPad, but also one more bearing for folding, so the demand for components is sure to increase.