Core Viewpoint - Apple is expected to launch a new iPad Pro in September, featuring significant design innovations, including the self-developed M5 chip and dual front cameras, enhancing AI capabilities and camera performance [1][2] Group 1: Product Features - The upcoming iPad Pro will be equipped with the M5 chip, which is anticipated to have at least a 10% performance improvement over the current M4 chip [2] - The new model will introduce dual front cameras, allowing users to use the device in both portrait and landscape orientations without concern for camera placement [1][2] - The iPad Pro has already undergone OLED screen upgrades and a thinner design in the previous year [1] Group 2: Supply Chain Impact - The supply chain for the new iPad Pro includes TSMC for the M5 chip, and Hon Hai (Foxconn) as the exclusive assembler, with lens modules supplied by Largan Precision and Yujingguang [1][2] - The introduction of an additional camera increases component opportunities for lens manufacturers, potentially doubling demand for certain components [2] - Analysts predict that the demand for the iPad Pro will continue to grow as more users seek devices that meet both work and entertainment needs, likely boosting supply chain orders through early next year [2]
iPad Pro大革新 台积电、大立光、玉晶光等受惠