IPad mini supply chain exposure: Intek has won 30% orders | Ainongji - 上海419贵族宝贝-上海后花园1314-上海品茶网-阿拉爱上海

Obviously, Apple launched the iPad mini correctly, and the market reaction is quite good, especially female users, who are particularly fond of this new product. Now Apple is ready to strike while the iron is hot to launch the second generation iPad mini. It is rumored that now the touch panel factory of Hon Hai Group, Intel, will fly to the end of the year and win the order of Apple's tablet computer mini film touch panel This year, thanks to the improvement of yield rate and the large number of shipments of Apple iPad mini, the monthly supply of Inteflix exceeded one million pieces and shared about 30% of the orders of Apple tablet mini. Due to the increased demand for Apple film touch control, Intel Aircraft has begun to expand its capacity, and the new capacity is expected to be opened in the second half of the year.

In the past, Apple's touch panel supply chain was mostly concentrated on Korean manufacturers. Now, with the improvement of the yield rate of Japanese and Taiwan's contract manufacturers, Apple has begun to favor them. Taiwan Youda supplies touch panels for Apple's mini for the first time, and Hon Hai Group's Intel Aircraft will also contract touch modules for mini. However, because it is a newcomer to the supply chain, the actual shipment is relatively limited, and nearly 90% of the orders are still won by Chen Hong.

Some foreign media also claimed that the yield rate of Intel Aircraft had improved in the first quarter, and the supply volume in a single month had expanded to more than one million. Based on the total supply of about 5 million 7.85 inch panels from Youda and LGD in January this year, the supply proportion of Intel Aircraft touch panels had increased to 20%. The shipment in March will further increase the output. In the first half of the year, the supply proportion of Intel Flying Apple tablet mini is expected to increase to 30% to 40%.

According to relevant sources, the monthly production capacity of Interflix's membrane touch module at the end of the year was about 1 million pieces, and this year it will expand to 2 million to 3 million pieces, all in order to win orders from Apple.