AirTag

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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<p>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.</p><div class='code-block code-block-3' style='margin: 8px auto; text-align: center; display: block; clear: both;'>
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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.