2024-04-21 18:41:44
ASE Investment Holdings (3711) won another new order from Apple, exclusively winning a large capacitive button SiP (System-level Package) module designed by Apple this year and used on both sides of the new iPhone 16 series to replace the existing physical buttons. . A. Based on the company’s calculations that shipments of new Apple phones reach hundreds of millions per year, the volume of capacitive button storage is expected to be staggering, and it will be a new order, which will be a big boost for ASE Investment and Control. operations.
ASE Investment Holdings does not comment on individual clients. It is reported that one of the highlights of this year’s new iPhone 16 series is the elimination of the physical volume buttons and power button on both sides of the fuselage, and replacing them with capacitive touch buttons . Additionally, to improve the user experience, two Taptic Engines will be added to provide vibration feedback when the user presses the keys, achieving the goal of making the physical keys disappear on the outside of the iPhone .
ASE Investment Holdings wins new orders from Apple
It is reported that Apple will remove physical buttons such as volume button and power button that have been used in iPhone for many years. At least two integrated system modules are required to integrate associated components such as capacitive buttons. and Taptic Engine engines. Related integrated system modules. All major orders were exclusively won by ASE Investment Holdings.
In response to Apple’s new design and new order demands, the ASE Kaohsiung factory is working hard to increase production and is expected to enter a heavy shipment phase in the third quarter. Since capacitive buttons are Apple’s newly designed technology and applications, all new related system-level packaging orders are assigned to ASE Investment Control, which also brings new order dynamics to ASE Investment Control. The legal entity is based on Apple shipping hundreds of millions. new machines in a year, the storage volume of capacitive buttons is expected to be staggering, and ASE’s investment and operations will take a big boost.
ASE Investment Holdings has a close relationship with Apple. It mainly handles Apple’s system-level packaging module orders through its EMS USI factory. In the past, it has been favored by Apple for its system-level packaging services such as cell phone antennas and WiFi. modules. It has many years of supply experience. USI system-level packaging modules can be seen in the internal parts of the latest generations of iPhones. Apple has now released a major new order, provided exclusively by ASE Investment Holdings, revealing the cooperation between the two. the two manufacturers have come together.
USI President Chen Changyi revealed in a recent media interview that the company continues to deploy advanced system-level packaging and testing, next-generation communications technologies, smartphones, wearable devices and mixed reality (MR) products in consumer electronics. scale of capital expenditure It is estimated that the annual growth rate will be 30%-35%, and the production capacity in North America will be increased by 2026, USI will expand its global production base to 35.
ASE Investment Holdings’ consolidated revenue in the first quarter was 132.803 billion yuan, the second highest in the same period, with an annual increase of 1.5 percent. The legal entity is optimistic that following ASE Investment Holdings won new orders for the iPhone 16 series alone, coupled with the continued demand for system-level packaging such as mobile phone antennas and WiFi modules, this will lead ASE Investment Holdings’ operations to be This year’s revenue and profit can be promising. I hope to write a new chapter together.
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