On the afternoon of April 18th, according to the Taiwan Economic Daily, the industry believes that with Qualcomm and Apple reaching "Century Reconciliation", Apple solved the troubles for a long time. The 5G baseband chip problem, the fastest 5G version of the iPhone will be launched next year, and because the 5G version of the iPhone is a new specification, the industry is expected to set off a huge wave of change.
The industry believes that compared with Samsung, Huawei and other competitors to release mobile 5G mobile phones, Apple has not been able to make a 5G version of the iPhone due to litigation with Qualcomm. The development schedule is seriously behind schedule from competitors. However, on April 16, Qualcomm and Apple announced a settlement agreement to withdraw the lawsuits of the two companies on a global scale and will continue to cooperate for many years.
The industry believes that with Qualcomm and Apple reaching "Century Reconciliation", Apple solved the problem of 5G baseband chips that have been plagued for a long time.The 5G version of the iPhone will be launched as soon as next year, and since the 5G version of the iPhone is a new specification, the industry is expected to set off a huge wave of change.
It is understood that Apple has previously finalized orders for printed circuit boards (PCBs) and related materials, such as Taiwan Optoelectronics, Yuding-KY, and Taichung. Have the opportunity to become the first component factory to grab the 5G version of the iPhone business opportunity. However, the market is worried that MediaTek, which was expected to win orders from Apple, may not be able to "eat Apple", causing MediaTek's share price to fall by nearly 4% yesterday.
Taiwan Optoelectronics, Yuding, and Taichung do not comment on individual customers and orders, but the layout of the factories on the counter has been disclosed as a 5G order for major customers. Ready.
Foreign circle has been rumored that Taiwan Optoelectronics has returned to the ranks of major suppliers of Apple motherboard materials this year, and has the leading position in the world of mobile halogen-free substrates. Priority is given to Apple's favor.
5G has high demand for heat dissipation. Taiwan Optoelectronics has prepared for 5G intelligence because it meets the design requirements of new materials such as carrier board and soft board, and overcomes heat and heat dissipation characteristics. Machine material specifications, the future communications market infrastructure is in place, will be more flexible and quickly combined with flexible board modularization to expand supply.
Ying Ding cooperates with customers to set up a dedicated testing department in 5G applications. Yu Ding stressed that the company's long-term growth and development goals will be based on continuous investment in advanced technology research and development, and continue to cooperate with the market demand for research and development in 5G related applications.
Taiwan County’s global soft board market share last year was about 5.5% to 6%. Taichung County is a 5G-related application business opportunity for card slots. It began to be laid out three years ago and is expected to enter the harvest this year.