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the supply chain will develop in Q2 / Q3 2020


Universal Scientific Industrial, the Shanghai-based manufacturing company, will begin providing an integrated system for Apple's next ultra-high-speed AirTag in the second and third quarters of 2020. Deliveries are expected to reach tens of millions of units by the end of the year.

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In a new research note, analyst Ming-Chi Kuo said that Universal Scientific Industrial would be the primary supplier of the system for AirTag. It will handle approximately 60% of the total orders. Like the AirPods, this small device will probably include the U1 chip also designed by Apple.

Kuo said last month that AirTag will be one of Apple’s main new hardware products in the first half of 2020. But at the moment we still don’t have a specific release date. Remember that the Coronavirus epidemic is still in China.

In the past few hours, several news have leaked about the almost certain presentation of the iPhone SE 2 at the end of March. We could then make the assumption of a presentation in March. However, given that production in the second and third quarter is for shipping, it is assumed that an announcement will be made during WWDC 2020 in June.