General Interface Solution (GIS) is expected to land more LCM (LCD module) orders from Apple for the new notebook. The company became a supplier for Apple in the fourth quarter of 2017.
Company chairman Chou Hsien-ying has disclosed that it began shipping LCM for notebooks in fourth-quarter 2017 and the segment accounts for a small portion of GIS' total revenues. With new orders for MacBooks and other models, GIS is expected to ramp up its LCM shipments to 600,000 units a month by the end of 2018 compared to 300,000 units currently, said the sources.
Despite the extra orders for MacBook, GIS is expected to see revenue that is flat or slightly up as shipments of 3D touch panels for the iPhone X are likely to drop due to slower than expected sales.
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