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Apple plans to make about 20% fewer iPhone SEs next quarter than originally planned, in one of the first signs that the Ukraine war and looming inflation have started to dent consumer electronics demand, sources briefed on the matter told Nikkei Asia.
Nikkei Asia
Under the Digital Markets Act (DMA), giants such as Google and Apple will be forced to open up their services and platforms to other businesses.
BBC News
We've seen a lot of heat dissipation efforts in here: oodles of graphite tape, some serious thermal paste, and now this beefier vapor chamber? At a guess we'd say that catching up to Apple silicon is starting to make Samsung sweat, pun intended.
iFixit
Apple may release a new 30W power adapter with a new form factor design in 2022, reputable analyst Ming-Chi Kuo said in a tweet today. The power adapter will utilize gallium nitride or "GaN" technology.
Mac Rumors
Apple is adding "one last chip" to the M1 processor family. The M1 Ultra is a new design that uses "UltraFusion" technology to strap two M1 Max chips together, resulting in a huge processor that offers 16 high-performance CPU cores, four efficiency cores, a 64-core integrated GPU, and support for up to 128GB of RAM.
Ars Technica
In the wake of President Putin's military aggression in Ukraine, some firms, including Apple, Jaguar Land Rover, H&M and Burberry, have announced they are pausing activities in Russia.
BBC News
Apple will host its annual spring product launch event on March 8.
Reuters
Apple has become the latest major firm to halt all product sales in Russia, in he wake of its invasion of Ukraine. The vendor said it was "deeply concerned" about the Russian invasion and stands with those "suffering as a result of the violence."
BBC News
Luxshare Precision Industry, an Apple Inc supplier, said on Monday it aims to raise up to CNY13.5 billion yuan (US$2.13 billion) to fund six projects, including building a production line for wearable devices.
Reuters
Samsung Electronics is making the biggest change to its smartphone strategy in years by reorganizing around its big-selling Galaxy S and foldable Galaxy Z series of devices. The company plans to discontinue its Note lineup of stylus-equipped phones and instead distribute that capability across its portfolio while pushing premium foldables in its challenge to Apple.
Bloomberg
Apple is targeting a date on or near March 8 to unveil a new low-cost iPhone and an updated iPad, according to people with knowledge of the matter, kicking off a potentially record-setting year for product launches.
Bloomberg
Apple navigated pandemic-related supply chain issues better than rivals at the end of 2021, likely helping the iPhone maker surpass Wall Street revenue growth targets of 6%, some analysts estimate.
Reuters
Apple said it had placed the southern Indian factory of iPhone assembler Foxconn on probation after both companies found that some worker dormitories and dining rooms did not meet required standards.
Reuters
Xiaomi Corp. recorded its slowest pace of quarterly sales growth since early 2020 after supply chain mayhem choked off the flow of vital components and rivals like Apple Inc. eroded its market share.
Bloomberg
TSMC is struggling with its latest cutting-edge manufacturing technique, which shrinks the size of transistors on chips to 3 nanometers, a change that will allow Apple to include more powerful, less energy-hungry processors in its devices without dramatically increasing their size, according to two people briefed by TSMC on the project.
The Information
Apple has cut back sharply on iPad production to allocate more components to the iPhone 13, multiple sources told Nikkei Asia, a sign the global chip supply crunch is hitting the company even harder than it previously indicated.
Nikkei Asia
For around a year now, Apple has been switching to its own M-family processors across the Mac range - starting with the M1-equipped Mac mini, MacBook Air and entry-level MacBook Pro in November 2020, and culminating most recently in the high-end MacBook Pros with M1 Pro and M1 Max chips announced last night. In the process the company has abandoned Intel's processors after 15 years of collaboration.
MacWorld
JP Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple's iPhone sales for the crucial holiday quarter as the global chip shortage and factory closures in Asia finally catch up to the technology giant.
Reuters
Apple is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.
Bloomberg
Apple's profits almost doubled in its latest quarter to US$21.7 billion, as iPhone sales surged and anticipated component shortages failed to bite.
The Financial Times
Qualcomm's new CEO, Cristiano Amon, says the company will have no problem producing laptop chips to compete directly with Apple's M1 - mainly because Qualcomm now employs some of the key minds behind Apple's highly publicized breakthrough.
Ars Technica
Apple is in early-stage talks with China's CATL and BYD about the supply of batteries for its planned electric vehicle, four people with knowledge of the matter said.
Reuters
Taiwanese Apple suppliers have been working to turn India into an alternative production base to China.
Nikkei Electronics Asia
Apple is readying a revamp of its entry-level AirPods for this year and a second generation of the AirPods Pro for next year, according to people with knowledge of the matter.
Bloomberg
Some of the world's biggest chip buyers, including Apple, Microsoft and Alphabet's Google, are joining top chip-makers such as Intel to create a new lobbying group to press for government chip manufacturing subsidies.
Reuters
Apple is awarding US$45 million from its Advanced Manufacturing Fund to Corning, a supplier of precision glass for iPhone, Apple Watch, and iPad.
Company release
Supply issues could affect products that feature its own M1 chip, which include the new iPad Pro and iMac 2021, said Apple chief executive Tim Cook.
BBC News
Shipments of the new chipset - tentatively known as the M2, after Apple's current M1 processor - could begin as early as July for use in MacBooks that are scheduled to go on sale in the second half of this year.
Nikkei Electronics Asia
Apple is increasing its US investments by 20% over the next five years, allocating US$430 billion to develop next-generation silicon and spur 5G wireless innovation across nine US states, after outstripping its growth expectations during the pandemic.
Bloomberg
Skyworks is paying US$2.75 billion to diversify its business away from Apple. Wall Street thinks the chip maker is getting a bargain.
Wall Street Journal
Siri, Apple Inc's virtual assistant, might have spilled the beans by telling users on Tuesday that the iPhone maker is going to host a special event on April 20.
Reuters
Production of some MacBooks and iPads has been postponed due to the global component shortage, Nikkei Asia has learned, in a sign that even Apple, with its massive procurement power, is not immune from the unprecedented supply crunch.
Nikkei Electronics Asia
Samsung Display is likely to receive compensation from Apple over a shortfall in OLED panel orders, industry insiders said Tuesday.
Korea Herald
Apple is considering launching an Apple Watch with a rugged casing aimed at athletes, hikers and others who use the device in more extreme environments, according to people familiar with the matter.
Bloomberg
Apple's custom-designed 5G cellular modem will likely debut in all 2023 iPhone models, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a supplier-focused research note shared with MacRumors, the analysts said chipmakers Qorvo and Broadcom should be among the companies that benefit from the shift to Apple's in-house solution.
Mac Rumors
Apple said it's planning to build a new semiconductor design center in Munich as part of a 1 billion-euro ($1.2 billion) investment push to develop custom chips for 5G mobile and other wireless technologies in Germany.
Bloomberg
Apple is slashing its planned production of the iPhone 12 mini for the first half of this year as part of a broader adjustment to output plans it formulated late last year, Nikkei Asia has learned.
Nikkei Electronics Asia
Apple will no longer sell the iMac Pro after current supplies run out, the company has confirmed.
Ars Technica
Apple will manufacture Made-In-India iPhone 12 soon, its latest model launched in India on October 30 last year, a few weeks after the global release. iPhone 12, according to sources in the know, will be manufactured at the Hon Hai Precision Industry (Foxconn) facility in Tamil Nadu - both for the domestic as well as well as the export market.
Business Standard
Security researchers have spotted a new malware operation targeting Mac devices that has silently infected almost 30,000 systems.
ZDNet
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