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Apple Released Its New Ipads. What's the Implication for the Ipad Supply

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Apple Released Its New Ipads. What's the Implication for the Ipad Supply 17 October 2014 Greater China Smartphone Sector sensors featuring larger pixels for • Pricing & distribution Apple released better low-light performance. The camera can take time-lapse • The iPad Air 2 will be available for its new iPads. videos, 120fps slow-motion videos pre-order starting on 17 October, and has burst mode. The 1.2MP and will start shipping the What’s the front camera is updated as well following week. The suggested with larger aperture, a new price starts from USD499 (16GB implication for sensor, improved face detection, wifi). The iPad 2 will no longer be and HDR videos. available while the iPad Air will stay as a cheaper option with a the iPad • A fingerprint scanner is now built deduced price tag of USD399 into the home button (Touch ID) (16GB) from USD499. supply chain? to enhance security when purchasing items from the App • The iPad Air 2 will be available in Kylie Huang store. over 31 countries such as US, (886) 2 8758 6248 Canada, China (Wi-Fi models [email protected] • WiFi now supports for 802.11ac, only), France, Germany, Hong MIMO antennas, making WiFi Kong, Japan, Singapore, Spain connection faster. and the UK. Among all countries, ■ Event • The gold version is included this China remains in the first-round Apple hosted a media event on 16 time round, in addition to space list, while availability in Croatia, Oct to introduce its new products, gray and silver. Greece, Puerto Rico, Russia, we summarize our initial takeaways Turkey, United Arab Emirates and the implications for the iPad iPad mini 3 spec – a refreshed and elsewhere around the world, supply chain. model with minor upgrade – will continue through the end of new color and touch ID October with additional global ■ What products were released? availability in the coming months. Apple unveiled the upgraded iPad Air • A fingerprint scanner is now built 2 and a small refreshed model of new into the home button (Touch ID) • For iPad mini 3, the pre-order iPad mini - the iPad mini 3 to enhance security when and available date will be the purchasing items from the App same as iPad Air 2, with the retail iPad Air 2 spec – thinner and store. price from USD399 for 16GB lighter design, better camera, model to USD599 for 128GB • The gold version is now available, new colour, upgrades in CPU model. The price of iPad mini 2, in addition to space gray and and screen the old version, will drop from silver. USD399 to USD299 for 16GB • The iPad Air 2 is 18% thinner and model. The price of iPad mini will 5% lighter than the iPad Air Improved ecosystem via further be reduced from USD299 to released last year, with similar integration between Mac OS USD249 as well (16GB). 29 external design. and iOS countries will be among the first • CPU upgrades to A8X from A7 • Apple also released OS X wave of release such as US, last year, making the iPad Air 2 Yosemite (new Mac OS), which Canada, China (Wi-Fi models more powerful and power- carries better connectivity and only), France, Germany, Hong efficient. integration between iOS and Mac Kong, Japan, Singapore, Spain OS. Under the new OS, and the UK. • Display now features full- consumers can use AirDrop to lamination and a new anti- share the files between Mac OS ■ Implications for Greater China reflective coating, which reduces and iOS. We believe the enhanced Smartphone supply chain: reflections by more than 50%; cross-platform integration could The new iPads spec & pricing are resolution of 1536 x 2048 pixels benefit the entire Apple roughly in-line with our and street (264 ppi) remains the same. ecosystem. expectation – we see iPad Air 2 as the • The iPad Air 2 has an upgraded key product for Apple on tablet 8MP F/2.4 rear camera (from 5 product line this year, and expect the MP), with backside illumination launch of new product could provide Important disclosures, including any required research certifications, are provided on the last two pages of this report. revenue growth driver for iPad supply chain in 4Q14 thanks to ramp-up in shipments, although we continue to prefer iPhone names compared to iPad vendors given the muted growth of iPad volume this year. Hon Hai (2317 TT, TWD92.2, Buy[1]) and Largan Precision (Largan) (3008 TT, TWD2320, Buy [1]) remain our top picks in the greater China smartphone space given their leading position in both Apple iPhone and iPad supply chain. iPad: production volume by model (m units) 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14E 4Q14E 2013 2014E iPad 2 1.7 1.2 2.0 1.5 0.8 0.0 0.0 0.0 6.4 0.8 iPad 3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 iPad 4 5.6 5.0 3.0 0.0 0.8 1.0 1.0 0.5 13.6 3.3 iPad Air and Air 2 0.0 0.0 1.2 11.0 7.0 7.0 7.0 13.0 12.2 34.0 iPad mini 11.6 7.9 8.3 8.5 3.5 2.5 2.5 1.5 36.3 10.0 iPad mini 2 & 3 0.0 0.0 0.0 4.0 3.0 4.0 4.5 6.4 4.0 17.9 Total 18.9 14.1 14.5 25.0 15.1 14.5 15.0 21.4 72.5 66.0 Source: Daiwa estimates and forecasts Note: This table represents Daiwa’s iPad production estimates and forecasts, which differ slightly from the iPad sales figures reported by Apple Apple’s iPad supply chain: Semiconductor iPad Air 2 CPU TSMC (2230 TT), ASE (2311) (backend) Mobile DRAM Samsung (005930 KS), Hynix (000660 KS), Micron (Elpida) (MU US) NAND Toshiba (6502 JP), Hynix (000660 KS), Sandisk (SNDK US) Baseband Qualcomm (QCOM US), (TSMC foundry work, ASE/SPIL backend) WiFi, Bluetooth, GPS Broadcom (BRCM US) (TSMC foundry work, ASE/SPIL backend) WiFi module Murata (6981 JP), TDK (6762 JP) (WinSemi foundry work for Murata) Power management Dialog semiconductor (DLG GR) (TSMC foundry, SPIL backend) Fingerprint Sensor AuthenTec (Private) (TSMC foundry, ASE backend with SiP) Display & Components TFT panel LG Display (034220 KS), Samsung (005930 KS) Backlight unit (BLU) Radiant (6176 TT), Minebea (6479 JP) Touch display LGD (034220 KS), Samsung (005930 KS) Touch module TPK (3673 TT), GIS (Not listed) ITO film Nitto Denko (6988 JP) Touch sensor Nissha Printing (7915 JP) Cover glass Biel Crystal (Not listed), LensOne (Not listed), TPK (3673 TT) Battery Pack Simplo (6121 TT), Dynapack (3211 TT), Desay (000049 CH) Battery Cell ATL (Not listed), Lishen (Not listed) Connector Japan Aviation (6807 JP), Murata (6981 JP), Molex (MOLX US), Panasonic (6752 JP) Cable and charger Cheng Uei (2392 TT) Camera module LG Innotek (011070 KS), Sharp (6753 JP) Camera lenses Largan (3008 TT), Genius Optical (3406 TT) CMOS Senosr Sony (6758 JP), Omni vision (OVT US) (TSMC foundry) Compeq (2313 TT), GCE (2368 TT), NYPCB (8046 TT), Tripod (3044 TT), LG Innotek (011070 KS), Ibiden PCB (4062 JP) Mektec (Not listed), Flexium (6269 TT), LG Innotek (011070 KS), Interflex (051370 KS), Ibiden (4062 JP), FPC (Flexible PCB) ZD Tech (4958 TT), Career (6153 TT) Crystal TXC (3042 TT), NDK(6779 JP), Seiko Epson (6724 JP) Passive components Murata (6981 JP), SEMCO (009150 KS) Accoustic AAC (2018 HK), Goertek (002241 CH), Knowles (Not listed) Casing Hon Hai (2317 TT), Foxconn Tech (2354 TT), Casetek (5264 TT) Assembly Hon Hai (2317 TT) Source: Company Data, Daiwa - 2 - Major tablets spec comparison: Name iPad Air 2 iPad mini 3 iPad Air iPad mini 2 iPad mini Release Date Oct-14 Oct-14 Oct-13 Oct-13 Oct-12 Price (unlock price) USD 499 (16G Wifi) USD 399 (16G) USD 399 (16G Wifi) USD 299 (16G) USD 249 (16G) GSM, CDMA, HSDPA, GSM, CDMA, HSDPA, GSM, CDMA, HSDPA, GSM, CDMA, HSDPA, GSM, CDMA, HSDPA, Cellular LTE LTE LTE LTE LTE Dimensions 240 x 169.5 x 6.1 mm 200 x 134.7 x 7.5 mm 240 x 169.5 x 7.5mm 200 x 134.7 x 7.5 mm 200 x 134.7 x 7.2 mm Weight: 444 g 331 g 469 g 331 g 308 g Embedded OS: iOS 8 iOS 8 iOS 8 iOS 8 iOS 6 Display Diagonal: 9.7" 7.9" 9.7" 7.9" 7.9" Display Resolution: 1536 x 2048 pixels 1536 x 2048 pixels 1536 x 2048 pixels 1536 x 2048 pixels 768 x 1024 pixels PPI 264 ppi 324 ppi 264 ppi 324 ppi 162 ppi CPU: Apple A8 Apple A7 Apple A7 Apple A7 Apple A5 ROM capacity: 16/64/128 GB 16/64/128 GB 16/32 GB 16/32 GB 16 GB Camera resolution: 8 MP (F/2.4) 5 MP (F/2.4) 5 MP (F/2.4) 5 MP (F/2.4) 5 MP (F/2.4) Secondary Camera: 1.2 MP 1.2 MP 1.2 MP 1.2 MP 1.2 MP Battery Capacity: Li-Po battery (32.4 Wh) Li-Po battery (24.3 Wh) Li-Po battery (32.4 Wh) Li-Po battery (23.8 Wh) Li-Po battery (16.3 Wh) Source: Company Data Samsung Galaxy Tab S Amazon Kindle Fire Name Microsoft Surface Pro 3 LG G Pad 8.0 LTE Google Nexus 9 10.5 LTE HDX 8.9 Release Date Jul-14 May-14 Sep-14 Aug-14 Oct-14 Price (unlock USD499 USD799 USD349 USD 230 USD 399 price) Cellular GSM/ HSDPA/ LTE n.a GSM/ HSDPA/ LTE HSDPA/ LTE GSM/ HSDPA/ LTE Dimensions 210.80 x 124.20 x 9.90 247.3 x 177.3 x 6.6 mm 292mm x 201.3mm x 9.1mm 231 x 158 x 7.8 mm - mm Weight: 467 g 798g 375 g/389 g (4G) 344 g 425 g/436 g (4G) Embedded OS: Android OS, v4.4.2 Microsoft Windows 8.1 Pro Fire OS 4 Android OS, v4.4.2 Android OS, v5.0 Display Diagonal: 10.5" 12" 8.9" 8.0" 8.9" Display 2560 x 1600 pixels 1440 x 2160 pixels 2560 x 1600 pixels 800 x 1280 pixels 2048 x 1536 pixels Resolution: PPI 288 ppi 216 ppi 339 ppi 189 ppi 493 ppi CPU: Qualcomm Snapdragon Qualcomm Snapdragon Qualcomm MSM8226 Intel Core i3-7 Nvidia Tegra K1 800 805 Snapdragon 400 ROM capacity: 16/32 GB 64 / 128 / 256 / 512GB 16GB/32GB/64GB 16 GB 16/32 GB RAM capacity: 3 GB 4 GB 2GB 1 GB 2 GB Camera resolution: 8 MP 5 MP 8MP 5 MP 8 MP Secondary 2.1 MP 5 MP 0.9MP 1.3 MP 1.6 MP Camera: Battery Capacity: Li-Ion 6700 mAh Li-Ion 7900 mAh Li-Ion battery Li-Ion battery Li-Ion 4200 mAh battery battery Source: Companies In the interests of timeliness, this document has not been edited.
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