Makers in Apple's supply chain have seen no major changes to orders for iPhone 13 devices despite speculation about the US vendor looking to cut production for the new smartphones. The memory sector is entering a period of correction, with commodity DRAM prices likely to fall 15-20% in first-quarter 2022. Rising components, production and logistic costs are heaping pressure on notebook vendors.
Orders for iPhone 13 series see no major changes until mid-November: Despite reports claiming Apple would cut its orders for the iPhone 13 series, sources from related camera module component suppliers have pointed out that their orders for October and early November have not seen any major changes.
Commodity DRAM prices likely to fall 15-20% in 1Q22: Following peak shipments in the second and third quarters, the memory sector has entered a period of correction in the fourth quarter of 2021 that may last for 1-2 quarters, and commodity DRAM prices, in particular, will face higher downward pressure than other segments and may fall 15-20% in the first quarter of 2022, according to industry sources.
Brand vendors under pressure to raise new notebook prices: Notebook brands are facing the pressure of reflecting the extra costs from components, production and logistics on the prices of their new notebooks, according to sources from the upstream supply chain.
