Apple launches laptops with new chips, MiniLED, and two sizes, which is expected to drive the demand for replacement. The legal person is optimistic about the relevant PCB supply chains such as Zhending, Huatong, Taiwan Watch Branch, and Taiwan Optoelectronics.
As the early suppliers of American MiniLED, Zhending and Taiwan Watch have launched high-end tablets since the first half of the year. The operation has obviously benefited. The new MiniLED notebooks are available in two sizes, 14 and 16 respectively, and are expected to be new A wave of demand is generated.
Zhending also mentioned earlier that ultra-thin HDI (MiniLED backlight) has always been the company's optimistic product line. In the second half of the year, new products will benefit from the launch of new products and high volume can be expected.
According to industry insiders, although the market is mostly on the sidelines of Apple's MiniLED products and wants to see how the follow-up sales status will be, the layout of MiniLED technology is already the direction for most companies to continue their efforts, and some board manufacturers are optimistic about the continued growth of future demand and intend to target MiniLEDs. Carry out capacity expansion.
