ASE Investment Holdings (3711) has won another new order from Apple, only winning a large capacitive button (SiP) system-level package model designed by Apple this year and used on both sides of the new iPhone 16 series to replace the existing physical buttons. . one. Based on the company’s calculations of Apple’s new phone shipments reaching hundreds of millions a year, the stocking of capacitive buttons is expected to be amazing, and it will be a new order, which will be a big boost for ASE Investment and Control’s . operations.
ASE Investment Holdings does not make any comments on individual customers. It is reported that one of the highlights of the new iPhone 16 series this year is the elimination of the physical volume buttons and the power button on both sides of the fuselage, and capacitive touch buttons instead. In addition, to improve the user experience, two Taptic Engine motors are added to provide vibration feedback when the user presses the keys, achieving the goal of the disappearance of the physical keys on the outside of the iPhone.
ASE Investment Holdings wins new orders from Apple
It is reported that Apple is going to remove the physical buttons such as the volume button and the power button that have been used in the iPhone for several years and Taptic Engine motors.
In response to Apple’s new design and new order requests, ASE’s Kaohsiung factory is working hard to expand production and is expected to enter a phase of heavy shipments in the third quarter. Because capacitive buttons are Apple’s newly designed technology and applications, all new orders for related system-level packaging are given to ASE Investment Control, which also transfers new orders to ASE Investment Control of ‘ new devices in a year , the stock number of capacitive buttons is expected to be amazing, and ASE Investment and Operations will give a big boost.
ASE Investment Holdings has a close relationship with Apple It mainly undertakes Apple system level packaging module orders through its USI EMS factory in the past, Apple has favored it for its system-level packaging services such as mobile phone antennas and WiFi It has several years of supply experience the two manufacturers have become closer.
USI President Chen Changyi revealed in a recent interview with the media that the company continues to use advanced system-level packaging and testing, next-generation communication technology, smart phones, so- accessible, and mixed reality (MR) products in consumer electronics Scale of capital expenditure It is estimated that the annual growth rate will be between 30% and 35%, and production capacity in North America will be expanded.
The accumulated revenue of ASE Investment Holdings in the first quarter was 132.803 billion yuan, the second highest in the same period, with an annual increase of 1.5%. The legal person is optimistic that after ASE Investment Holdings won new orders for the iPhone 16 series only, along with the continued demand for system-level packaging such as mobile phone antennas and WiFi modules, it will lead to activity of ASE Investment Holdings to be. promising
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2024-04-21 18:41:44
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