Apple’s Tile-like tracking devices could come in the March quarter, he says. Or maybe June.
Shanghai-based manufacturing company Universal Scientific Industrial will begin supplying the system-in-package for Apple’s upcoming Ultra Wideband item tracking tagsin the second to third quarter of 2020, with shipments to reach tens of millions of units by the end of the year, according to analyst Ming-Chi Kuo.
In a research note with TF International Securities, obtained by MacRumors, Kuo said Universal Scientific Industrial will be the primary supplier of the system-in-package for the tags, fulfilling around 60 percent of orders. Similar to the one inside AirPods, the system-in-package would be a densely packed circuit board, and it would likely include the Apple-designed U1 chip for Ultra Wideband support.
“We believe that the ultra-wideband (UWB) tag will enhance the user experience of iOS’s ‘find’ and augment reality (AR) applications by offering measurement functions in the short distance,” wrote Kuo.
Last month, Kuo said the Ultra Wideband tag would be one of Apple’s major new hardware products in the first half of 2020, but he has yet to provide a more specific release date for the accessory.
My take: I carry Tiles in my billfold, my wallet and my backpack. I’d switch to AirTags in a Bloomberg minute.
See also: How reliable is Ming-Chi Kuo?