Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens for the clue delivery of King Buddha and Huake high achiever! CTOnews.com March 10 news, Tianfeng Securities analyst Guo Mingyi said in the latest series of tweets that Apple expects to launch a new HomePod with about 7-inch panels in 2024, with Tianma as the exclusive panel supplier. It is important to note that this is the first time that Tianma has entered Apple's supply chain.

The tweets of Guo Mingyi attached to CTOnews.com are as follows:

1. Apple may launch a newly designed HomePod with 7-inch panels in 2024, with Tianma as the exclusive panel supplier.

2. The panel-equipped HomePod can strengthen the integration with other Apple products and provide a new direction for Apple's smart family strategy.

3. Take a positive view of Tianma's long-term growth trend in Apple's supply chain. Tianma can learn from the growth model of BYD Electronics or BOE in Apple's supply chain in the future, that is, start with low-end products, gradually increase the proportion of shipments, and obtain the supply qualification of higher-end products through technological capability upgrading. If the shipment goes well, Tenma's next Apple supply order may be the iPad panel.

4. Tianma is currently at full capacity on Android phone panels, and its capacity utilization is better than that of its competitors. If this capacity at full capacity lasts until 2023, revenue and profits in 2023 may be higher than market expectations.

On January 18 this year, Apple released a new HomePod with a price of 2299 yuan. The appearance of the product consists of a seamless transparent mesh and a backlit touch pad, equipped with a customized high-amplitude subwoofer, a motor-driven diaphragm with an amplitude of up to 20 mm, a built-in bass equalizer microphone, and an array of five beamforming tweeters at the bottom. combined with S7 chip to provide more advanced computing audio.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.