I predict that Apple will unveil a redesigned HomePod featuring a 7-inch panel in 1H24, with Tianma as the exclusive panel supplier.
The HomePod, which equips a panel, could enable tighter integration with Apple’s other hardware products, marking a significant shift in the company’s smart home strategy.
Tianma’s long-term prospects in Apple’s supply chain look promising. It’s poised to follow the growth path of BYD Electronics or BOE by starting with low-end products and gradually increasing its shipment allocation, and obtaining higher-end products through technology capacility upgrades. Tianma’s next orders from Apple may be iPad panels if the shipment goes well.