Apple AirTags Supply-Chain Ramp Up Hints at Q3 Launch

Reputed Apple analyst Ming-Chi Kuo says that Apple’s supply-chain partner Universal Scientific Industrial will start supplying the SiP for the Ultra Wideband tracking tags a.k.a ‘AirTag‘ in Q2 or Q3 of 2020.

By the end of the year, shipments for the SiP are expected to reach tens of millions of units. Universal Scientific Industrial will be the primary supplier of the SiP (System-in-Package) of the AirTags and fulfill around 60% of the total orders.

Apple has been widely expected to release the AirTags in the first half of 2020. The tracking tiles have leaked extensively before and its references have also been found in iOS 13. The tags will feature Ultra Wideband support and will talk to the U1 chip inside the iPhone 11/Pro series for extremely accurate indoor positioning. The tags will offer Tile-like tracking functionality — stick them to any item and you can then track its location. The tags would also be able to emit a chime to help one find the lost item they are tagged to.

If Apple will only start receiving the SiP for the Ultra Wideband chip in Q2-Q3 2020, a late March or early April launch for the tags seem unlikely. The company is rumored to hold a media event on March 31 where it would announce the iPhone 9, a 13-inch MacBook Pro refresh, and possibly an iPad Pro refresh. Apple could always preview the AirTags at the March event and then launch them later in the year. Another possible scenario is that the company will preview the AirTags at WWDC 2020 before launching them later in the year.

[Via MacRumors]