A new DigiTimes report claims that the Taiwanese supply chain is set to benefit from new or increased orders from Apple for its next-generation iPad, MacBook, and Apple Watch models due to be released this year. It further claims that Apple will start its 2018 device launch season from March itself.
Citing industry sources, the report says that ShunSin Technology and Superior Plating Technology (SPT) will be receiving a sizeable order from Apple for processing adapters of the new iPhones, iPads, and MacBook which are expected to debut starting March 2018.
These makers have cutting-edge technologies or have newly tapped into the supply chains of Apple’s consumer devices. Among them, SPT, which boasts pearl bright nickel processing technology, is ready to enjoy sizeable orders from Apple, which will incorporate the technology to process adapters for its new-generation iPhone, iPad and MacBook devices, slated for debut starting in March 2018. In the first three quarters of 2017, SPT suffered a net negative EPS of NT$1.69 (US$0.0576), but it is expected to swing to profitability in 2018, bolstered by robust Apple orders.
The report does not make it clear which product Apple will be unveiling in March 2018 though. Given that Apple launches new iPhones in September, a March unveiling is out of the cards. It is possible that the company could unveil the iPhone SE 2 along with new iPad Pros at an event in March but reputed analyst Ming-Chi Kuo believes Apple might not launch the successor to the iPhone SE due to resource constraints.
Apple has in the past unveiled new products in March every year. Last year, the company unveiled the 5th generation iPad and the (Product)RED iPhone 7, while the year before that, it unveiled the iPhone SE. Thus, it is possible that the company will unveil new MacBooks featuring faster Intel chips around that time. Along with this, Apple could end up refreshing the iPad Pro lineup as well with faster A-series chipset.