Kuo: Supply Chain to Ramp Up for Apple's Ultra Wideband Tags in Second to Third Quarter of 2020

Shanghai-based manufacturing company Universal Scientific Industrial will begin supplying the system-in-package for Apple's upcoming Ultra Wideband item tracking tags in 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.

apple item tag

Apple's tag image asset in iOS 13 code

"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.

Multiple reports this week have indicated that a new lower-cost iPhone model and refreshed iPad Pro models with 3D sensing could debut as early as next month, possibly at an as-yet unannounced Apple event on Tuesday, March 31. It is certainly possible that the Ultra Wideband tags could also be unveiled at the March event, if one transpires, but the second to third quarter timeframe for system-in-package shipments leaves room for an announcement at WWDC 2020 in June as well.

It is worth noting that Apple has introduced many of its first-generation hardware products several months in advance of their release, including the original iPhone, iPad, Apple Watch, AirPods, and HomePod, so whether the Ultra Wideband tags are announced in March or June, they might not ship until later in the year.


MacRumors uncovered evidence of Apple working on Tile-like item trackers in iOS 13 code last year, including an unreleased "Items" tab in the Find My app and a potential "AirTag" name for the small, circular tags.

Users would receive a notification when they are separated from a tagged item and, if necessary, they would be able to tap a button in the Find My app that would result in Apple's tag chiming. It would also be possible to disable notifications for "safe locations" such as a home or workplace.

airtagsetup2

Apple's internal "Items" tab in the Find My app for its Ultra Wideband tags

Apple's tags will likely incorporate augmented reality. Last year, for example, MacRumors discovered that a 3D red balloon could help a user pinpoint a lost item after scanning a room with their iPhone. In his research note today, Kuo echoes that the Ultra Wideband tags will benefit augmented reality applications.

iPhone 11 and iPhone 11 Pro models are also equipped with an Apple-designed U1 chip with Ultra Wideband, which Apple's website says will lead to "amazing new capabilities," and AirTags will likely be one of them.

Top Rated Comments

Baymowe335 Avatar
56 months ago

Probably will require iOS 13 to activate leaving millions of older iPhone users in the dark just like AirPods Pro devices.
Let's be serious. Apple maintains supports for their devices far longer than anyone else and iOS13 goes back to the iPhone 6S, almost 5 years ago.

If you really want the functionality, upgrade your phone. 5 years is reasonable.
Score: 18 Votes (Like | Disagree)
ersan191 Avatar
56 months ago
I can't wait to throw my Tiles in the trash
Score: 8 Votes (Like | Disagree)
djcerla Avatar
56 months ago

weren't these supposed tho be out by now?
No.
Score: 7 Votes (Like | Disagree)
Zadigre Avatar
56 months ago
hopefully these will be compatible with older iPhone (with less precise location).
Score: 6 Votes (Like | Disagree)
sw1tcher Avatar
56 months ago

Let's be serious. Apple maintains supports for their devices far longer than anyone else
Microsoft offers a minimum of 10 years of support for Windows.


Are people regularly misplacing their bicycle? (shown in pic)
Ever been to China?



Attachment Image
Score: 4 Votes (Like | Disagree)
pelegri Avatar
56 months ago
Releasing them after the SE2/iPhone 9 makes sense. It is also a feature that needs to be bomb-proof, so I hope they have been testing it, in fairly large volume, for a while.

Very much looking forward to buying a number of them, for me and family.
Score: 4 Votes (Like | Disagree)

Popular Stories

iphone se 4 modified flag edges

When to Expect the Next iPhone SE to Launch

Friday May 17, 2024 2:03 pm PDT by
It has been over two years since Apple released the third-generation iPhone SE, and rumors continue to surface about a new model. The latest word comes from The Information, which today reported that Apple plans to release a new iPhone SE with a design similar to the standard iPhone 14 in the spring of 2025. If this rumor is accurate, the iPhone SE would finally gain Face ID and a notch...
iOS 17

iOS 17.5 Bug May Also Resurface Deleted Photos on Wiped, Sold Devices [Updated]

Friday May 17, 2024 12:24 pm PDT by
A bug in iOS 17.5 is apparently causing photos that have been deleted to reappear, and the issue seems to impact even iPhones and iPads that have been erased and sold off to other people. A Reddit user wiped an iPad following Apple's guidelines in September of 2023 before selling it off to a friend. That friend updated the iPad to iPadOS 17.5 this week, and began seeing the Reddit user's old ...
iphone se 4 modified flag edges

iPhone SE 4 With Face ID Said to Be Priced Below $500

Monday May 20, 2024 3:43 am PDT by
Apple is targeting a sub-$500 starting price for its upcoming fourth-generation iPhone SE model despite a raft of rumored upgrades coming to the more affordable device. According to leaker Revegnus on X, the U.S. launch price of the fourth-generation iPhone SE will either remain at the same $429 starting price as the current model, or will see an increase of around 10%. Either way, Apple's...
iOS 17

Apple Releases iOS 17.5.1 With Fix for Reappearing Photos Bug

Monday May 20, 2024 10:11 am PDT by
Apple today released iOS 17.5.1 and iPadOS 17.5.1, minor updates to the iOS 17 and iPadOS 17 operating system updates that came out last September. The 17.5.1 updates come a week after the launch of iOS 17.5 and iPadOS 17.5. iOS 17.5.1 and iPadOS 17.5.1 can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. According to Apple's...
iPhone 16 Camera Lozenge 2 Perspective

iPhone 16 Lineup Rumored to Come in These Two New Colors

Sunday May 19, 2024 11:08 am PDT by
Apple analyst Ming-Chi Kuo today outlined his expectations for the iPhone 16 lineup's color options, revealing that two new colors should replace two of the existing shades. Kuo outlined his expectations in a post on X (formerly Twitter) earlier today. He believes that the iPhone 16 Pro and iPhone 16 Pro Max will be available in black, white or silver, gray or "Natural Titanium," and rose....
oled m4 ipad pro grainy display reports

OLED iPad Pro Users Report 'Grainy' Displays, But It May Not Be a Defect

Friday May 17, 2024 5:57 am PDT by
Some new M4 iPad Pro models are exhibiting a visible static grain pattern across the OLED display, according to several user reports on Reddit (1, 2, 3) and the MacRumors Forums. Image credit: MacRumors user bk215 Users who see the grain generally report that it is most noticeable in dark environments with the display set at a low to medium brightness while viewing content with gray or muted...