苹果“冷革命” 奇鋐受惠高阶iPad Pro导入均热板

Core Insights - Apple is introducing vapor chamber (VC) cooling technology in the high-end iPad Pro, aiming to make the device thinner and enhance user experience by reducing overheating issues, which is expected to boost sales [1] - The company has partnered with two manufacturers from Taiwan and China for the supply of vapor chambers, with Qihong (3017) being the sole Taiwanese beneficiary of this opportunity [1] - Apple holds a significant market share in the global tablet market, with nearly 40% and annual shipments exceeding 55 million iPads, indicating a strong potential for the new cooling technology to create a new wave of business opportunities [1] Product Development - The introduction of vapor chamber technology is expected to differentiate the iPad Pro from the lighter iPad Air models, which will also see upgrades in 2024, including a 13-inch screen and M4 chip [2] - The vapor chamber is a passive cooling technology that utilizes a sealed metal chamber containing a small amount of liquid, which evaporates and condenses to manage heat effectively [2] - The next-generation iPad Pro, anticipated to launch in Spring 2027, is expected to feature the M6 processor, likely produced using TSMC's 2nm technology [1]