Inventec Corp (英業達), one of the two assemblers for Apple Inc’s HomePod, has started shipping the US company’s long-awaited “smart” speaker with an initial shipment of about 1 million units, industry sources said.
“The Taiwanese company has begun HomePod shipments. However, revenue contribution from the product to Inventec is expected to be limited this quarter, as the initial shipment is not large,” a source in HomePod’s supply chain told the Taipei Times by telephone on condition of anonymity.
Hon Hai Precision Industry Co (鴻海精密) is the other assembler of HomePods.
HomePod shipments this year are expected to reach between 10 million and 12 million units, with Inventec and Hon Hai each fulfilling half of the orders, the source said.
Apple unveiled its first voice-controlled smart speaker during the company’s Worldwide Developers Conference in June last year.
HomePod was previously scheduled to hit the markets before the end of last year, but Apple in November issued a statement saying that it needed more time before the product is ready for customers.
Apple at the time said the product would be available early this year in the US, UK and Australia. It did not specify a time frame.
The delay in HomePod’s launch was caused by the fine-tuning of software and hardware integration, said another industry source who also declined to be named due to the sensitivity of the issue.
As the companies in HomePod’s supply chain received a shipment notice from Apple at the beginning of this month, it is believed that the product is to hit the markets soon, the second source said.
Apple had not updated HomePod release information on its Web site as of yesterday.
Inventec and Hon Hai declined to comment on the matter.
In related news, Inventec said it expects revenue to contract by 15 percent this quarter from last quarter’s NT$132.66 billion (US$4.49 billion), as the industry enters a traditional slow season.
Inventec manufactures a wide range of electronics from notebook computers, servers and smartphones, to wearables and wireless earpieces.
In addition to HomePod, Inventec assembles Apple’s AirPod.
Shares of Inventec gained 0.43 percent to close at NT$23.3 in Taipei trading yesterday, while Hon Hai rose 1.63 percent to NT$93.3. The TAIEX rose 0.66 percent.
Apple Inc’s iPhone 13 debut was met with a stock slump on Tuesday, keeping with a tradition of poor share price performance on the day new devices are unveiled. Shares of the technology giant sank after Apple executives, including chief executive officer Tim Cook, presented the new lineup of phones and other devices. The stock fell 1 percent to close at US$148.12 in New York trading. Prior to Tuesday, Apple’s shares fell on three-quarters of the days Apple unveiled new iPhones, data compiled by Bloomberg showed. Excluding Apple’s 8.3 percent rally on the day cofounder Steve Jobs announced the first iPhone in
BEATING SCHEDULE: Government plans are for nacelle assemblies to be totally local from next year, but Orsted Taiwan said that it was going ‘above and beyond’ Wind turbine manufacturer Siemens Gamesa Renewable Energy SA yesterday inaugurated Taiwan’s first nacelle assembly plant at the Port of Taichung, its first assembly facility for offshore nacelles outside Europe. Vice Premier Shen Jong-chin (沈榮津), a long-time champion of Taiwan’s ambitions to become a regional hub in the offshore wind farm industry, described the plant as a “milestone” at a ceremony at the plant. “The completion of Siemens Gamesa’s nacelle assembly plant is a milestone for the development of the offshore wind farm industry in Taiwan and a step toward localizing the supply chain,” Shen said. “This is only the beginning. My great hope
ROBUST DEMAND: 5G, AI and Internet of Things technologies are driving growth and employment, as the company plans a new plant in Hsinchu County Contract electronics manufacturer Wistron Corp (緯創) plans to invest about NT$11.1 billion (US$400.58 million) in Taiwan, in line with its global deployment strategy, the Ministry of Economic Affairs said on Friday. The company’s investment is also a demonstration of robust demand for 5G, artificial intelligence (AI) and Internet of Things applications, the ministry said in a statement. Wistron, spun off from Acer Inc (宏碁) in 2001, is a notebook computer original design manufacturing partner to major PC brands. The company, which is based in Taipei’s Neihu District (內湖), also produces servers, data storage devices, game consoles and communications products for brand clients
POEMA TIE-UP? A merger would value the combined company at US$1 billion or more, with an announcement possible as soon as this week, the unnamed sources said Gogoro Inc (睿能創意), a Taiwanese manufacturer of electric scooters that specializes in battery-swapping technology, is in talks to go public through a merger with Poema Global Holdings Corp, a blank-check firm, people with knowledge of the matter said. The deal is set to value the combined company at US$1 billion or more, the people said, asking not to be identified as the information is private. An announcement could come as soon as this week, they said. Terms might change and, as with any deal that is not finalized, it is possible that talks could fall through, they said. A representative for Gogoro said that