Wednesday 1 November 2023
Foxconn October sales expected to rise with new Apple M3 product orders
Hon Hai Precision Industry (Foxconn) is expected to enjoy a strong October thanks to orders for Apple's new M3-powered MacBook Pro and iMac, which will hit the market next week.
Monday 30 October 2023
Wistron's sale of Indian facility to Tata signals India's growing role in Apple's supply chain
As Apple is expanding its iPhone supply chain in India and Wistron is diversifying into the more lucrative server business, Wistron announced a sale of its Indian facility to Tata...
Wednesday 13 September 2023
Suppliers see MacBook utilization rates halved in 2H23
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
Monday 11 September 2023
China's ban on foreign handsets mainly aimed at iPhones, but may also hit Samsung, LG
While Apple is about to launch its iPhone 15 series, the Chinese government reportedly has ordered civil servants to stop using overseas brand mobile phones. The directive, in addition...
Monday 21 August 2023
Handset chip backend houses pin hopes on new iPhones to bolster basic shipments in 2H23
Taiwan's mobile phone chips backend supply chain players have recently expressed pessimism about the handset application market outlook. Major OSATs ASE Technology and King Yuan Electronics,...
Monday 7 August 2023
Taiwan supply chain partners cautious about new iPhone sales outlook
All the new iPhone series for 2023 are very likely to feature Dynamic Island display technology, but Taiwanese partners in the supply chain, such as camera modules...
Friday 28 July 2023
Backend houses to see seasonal demand pick up from Apple supply chain in 3Q23
Semiconductor backend houses, such as leading OSAT ASE Technology Holdings (ASEH) and test interface specialist Chunghwa Precision Test Tech (CHPT), are expected to see sales growth...
Tuesday 18 July 2023
Upcoming MacBook Pro to feature 3nm processors
Apple's next-generation MacBook Pro slated for launch in the third quarter is expected to feature Apple's M3 chip, which uses TSMC's 3nm process, according to industry sources.
Wednesday 21 June 2023
Taiwan DDI firms eyeing entry into Apple supply chain
Taiwan's first-tier display driver IC firms are looking for opportunities to enter Apple's supply chain by partnering with Chinese OLED panel manufacturers, according to industry...
Friday 16 June 2023
Rumored Apple Vision Pro supply chain lists 7 Chinese and 11 Taiwanese manufacturers
A Bill of Materials (BOM) released by a research institute revealed that the main suppliers for Apple's latest MR (mixed reality) headset Vision Pro still come from China and Taiwan...
Monday 12 June 2023
Foxconn reportedly asked by Vietnam government to stop evening production for 20 days
Rising demand for electrricity due to information and communication technology (ICT) supply chain migration from China into Vietnam over the past few years is putting Vietnam in a...
Wednesday 7 June 2023
Supply chain cautious about demand for new 15-inch MacBook Air
Apple just unveiled the 15-inch MacBook Air at its Worldwide Developers Conference (WWDC), for which the supply chain began shipments in the first quarter. Apple has yet to accelerate...
Thursday 25 May 2023
New Apple-Broadcom deal gets three interpretations from RF supply chain in Taiwan
The signing of a long-term contract between Apple and Broadcom to develop 5G radio frequency (RF) components could easily drive outsiders to associate it with the "coopetition" relationships...
Thursday 25 May 2023
Apple expanding supplier base in China, Southeast Asia, and India
As manufacturers embark on massive relocation efforts to build a more resilient supply chain, Apple is expanding its supplier base in most Asian countries.
Thursday 4 May 2023
MacBook shipments likely to drop in 2023
Apple MacBook shipments will likely register a single-digit decrease in 2023 due to a disappointing first half of the year, according to industry sources.
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24