As shared in a research note, TF Securities Ming-Chi Kuo expects Apple system-in-package partners to ramp up production of the ultra-wide band ‘AirTags’ in the second or third quarter of this year.
Kuo says that the supply chain will be producing tens of millions of units by the end of the year. Although not said explicitly, it suggests that Apple’s Tile-like trackers (referenced in code as ‘AirTags’) will be released this year.
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