AirTag: supply chain expansion in 2020

Shanghai-based production company Universal Scientific Industrial will begin providing system-in-package for Apple’s upcoming ultra broadband AirTags in the second and third quarters of 2020, while shipments will reach tens of millions of units before the end of the year.

apple airtag

In a new note research team, analyst Ming-Chi Kuo said that Universal Scientific Industrial will be the primary supplier of the system-in-package for AirTag, fulfilling approximately 60 percent of total orders. Similar to what we saw on AirPods, AirTag will probably include the chip U1 always designed by Apple.

Last month, Kuo said that AirTag will be one of Apple’s main new hardware products for the first half of 2020 but at the present time we still do not have a precise release date, now more than ever having seen the serious problems in China due to the Coronavirus.

In the last few hours several news have leaked about the almost certain presentation of iPhone SE 2 in late March. We could then hypothesize a presentation in March but, given that we are talking about a period between the second and third quarters for system-in-package shipments, it is easier to assume an announcement at WWDC 2020 in June.


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