According to sources from the supply chain, it is expected that downstream suppliers will see strong growth in the wearable products business in the fourth quarter of this year, as sales of Apple's AirPods and Apple Watch are on the rise.
Quanta Computer, Inventec, Central Long Electric and Foxconn subsidiary of the core technology and Rixin precision and other Apple suppliers are expected to benefit from the fourth quarter of 2017 sales growth, because Apple AirPods wireless headset will achieve a balance between supply and demand, Consumers' interest in the latest Apple Watch will increase in the holiday shopping season.
According to sources, Quanta Computer and Hulong Electric are Apple Watch's long-term suppliers, who will be due to Apple's orders to achieve substantial growth in revenue, and the core technology has just joined the supply chain, Apple offers SiP services, will In February or March next year to start processing the relevant orders.
As for the AirPods, sources pointed out that the supply of this wireless headset has been eased, Apple has also increased the order of this device. Inventec is the manufacturer of AirPods, the device used by the W1 chip is provided by the legislature precision. In addition to these orders, Rixon Precision also provides Mac and iPhone products, connectors, cables and antennas.
According to Apple's official website of China, AirPods only need 5 working days to reach the hands of users, and in the United States, Canada, Britain and Australia and other countries market, AirPods delivery time only 3 to 5 jobs day. In August, this headset can not achieve a balance between supply and demand, served up to 6 weeks.
At the same time, Apple's latest Apple Watch Series 3 delivery speed is also faster than expected. Some users who are expected to receive the equipment in mid-October have now checked the shipping information.