(3/3) Anjie Technology will be the new beneficiary of the all-new design foldable iPad. There may be no new iPad releases in the next 9-12 months as the iPad mini refresh is more likely to begin mass production in 1Q24.
(4/5) The next-generation AirPods will likely begin mass shipments in 2H24 or 1H25, including more affordable AirPods (with Apple targeting a price of $99) and new AirPods Max, which will be assembled by Luxshare ICT and Hon Teng.