TSMC will struggle to plug the hole left by Apple Inc.'s declining smartphone orders in 2019, according to Sanford C. Bernstein's Mark Li, who has told clients to prepare for the firm's first annual profit drop in eight years.
Apple considered tapping Samsung Electronics and MediaTek along with existing vendor Intel to supply modem chips for 2019 iPhones, according to an Apple executive's testimony at the trial between Qualcomm and the US Federal Trade Commission on Friday.
Skyworks Solutions, a supplier to Apple, lowered its fiscal first-quarter revenue and profit guidance, citing a weakening smartphone market.
Apple supplier AMS has developed a light and infrared proximity sensor that can sit behind a smartphone's screen.
Sensor specialist AMS is teaming up with Chinese software maker Face++ to produce new 3D facial recognition features for smartphones, as the Austrian firm aims to reduce its dependency on Apple and boost its battered shares.
Production is set to ramp up in late summer 2019, just in time for a deluge of new Android and Apple devices
Apple will begin assembling its top-end iPhones in India through the local unit of Foxconn as early as 2019, the first time the Taiwanese contract manufacturer will have made the product in the country, according to a source familiar with the matter.
Qualcomm won a second court skirmish in its worldwide patent battle with Apple on Thursday, with the iPhone maker saying it would pull some older models from its German stores.
Apple said it would update the software of iPhones in China to try to resolve a legal dispute that threatens to stop the company from selling older iPhones in the country.
The New York Times
The lead attorney for the group of Apple device assemblers seeking at least $9 billion in damages from Qualcomm
Supermicro has sent a letter to its customers saying that it has found no evidence of malicious chips on its motherboards. The company asked third-party company Nardello & Co. to audit Supermicro's hardware.
For some time, Apple has been serious about building more wireless components for its own devices, putting its own Bluetooth and Wi-Fi chips into the latest Apple Watches and AirPod earbuds.
Apple, facing a court ban in China on some of its iPhone models over alleged infringement of Qualcomm patents, said on Friday it will push software updates to users in a bid to resolve potential issues.
Ming-Chi Kuo of TF International Securities, the most widely followed Apple analyst on Wall Street whose calls typically move the stock, says demand for iPhones is falling way short.
Apple has announced plans to build a new campus in Austin, Texas, saying the project will involve a $1bn investment.
Qualcomm announced that the Fuzhou Intermediate People's Court in China has granted the company's request for two preliminary injunctions against four Chinese subsidiaries of Apple, ordering them to immediately cease infringing upon two Qualcomm patents through the unlicensed importation, sale and offers for sale in China of the iPhone 6S, iPhone 6S Plus, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus and iPhone X.
Cirrus Logic joined a growing list of Apple suppliers in cutting its revenue forecast for the holiday quarter.
The Supreme Court on Monday wrestled with whether to allow a 40-year-old legal doctrine to derail a class-action lawsuit arguing that Apple uses its monopoly control over the iPhone app market to overcharge customers for apps.
Apple continued its downward slide Tuesday after US President Donald Trump suggested that 10 percent tariffs could be placed on mobile phones, like the iPhone, and laptops made in China.
Apple urges the Supreme Court to throw the case out, arguing that it's not selling anything but only operating a marketplace.
We didn't see this coming!
Apple has cut production orders in recent weeks for all three iPhone models launched in September, the Wall Street Journal reported on Monday, citing sources.
Dialog Semiconductor said on Wednesday it was not seeing a hit to demand from its main customer, Apple, after some suppliers issued profit warnings due to weakness in iPhone sales.
An earlier 5G-only modem, the XMM 8060, "is becoming a development platform" rather than a commercial product, said an Intel spokeswoman. Thus Intel "will miss the 2019 5G launches, but it is targeting large-scale rollouts from customers such as Apple and [partner] Spreadtrum," said Malik Saadi, vice president of strategic technologies for market watcher ABI Research.
Shares in iPhone parts supplier Lumentum plunged after the maker of optical devices on Monday cut its fiscal second-quarter revenue guidance by roughly 17% and its profit outlook by 25%. The slashed guidance sent down shares in presumed customer Apple.
Investor's Business Daily
Apple has signaled disappointing demand for the new iPhone XR, telling its top smartphone assemblers Foxconn and Pegatron to halt plans for additional production lines dedicated to the relatively cost-effective model that hit shelves in late October, sources say.
Nikkei Asian Review
A report from Fast Company says that Apple will go ahead with using Intel modems for the first 5G iPhone, set to launch in 2020.
The iPhone XR might have been dubbed the best value iPhone in years, but shoppers weren't giving it the usual show of love.
Italian investigation found software updates 'significantly reduced performance', hastening new purchases
Shares in AMS fell as much as 31.5 percent Tuesday, the steepest intraday decline since January 11, 2008.
Apple is beginning to talk with programmers about what it's willing to pay to carry shows and movies, sources told The Information. As expected, original Apple shows should be free, but people will be able to pay for subscriptions to third-party networks. Content should vary from country to country, reflecting the complicated licensing landscape - HBO for example licenses it shows to services like Sky in the U.K.
It's the latest and strongest of denials from Apple in response to the October story in Bloomberg Businessweek.
Apple will recruit TSMC to manufacture chips for its upcoming Apple Car starting in 2023 to 2025, according to Ming-Chi Kuo, who now works for TF International Securities.
Shares in Dialog surged more than 30pc on Thursday morning, as investors welcomed the clarity the deal provides over the company's future.
Apple quietly spent approximately $30 million to purchase Spektral, a startup that uses machine learning to eliminate backgrounds from videos in real time on smartphones.
One of China's biggest smartphone makers has never sold a handset in the country. Yet thousands of miles away, it dominates markets across Africa.
Tim Cook has a pretty simple explanation for why Apple removed most of the podcasts and an app from Infowars founder and hatemonger Alex Jones from its directories, setting in motion a chain of events that ended in the conspiracy theorist being fully or partially banned from virtually every major web platform: Everyone can agree Jones is terrible.
That pricing is for the 256GB model, which retails for $1,249 off contract and therefore gives Apple around $800 of profit margin to play with. This is why Apple is a trillion dollar company.