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Thursday 19 January 2023
TSMC may see 5nm capacity utilization drop below 70% in 2Q23
TSMC's capacity utilization for 5/4nm process nodes, which will fall to about 75% in the first quarter of 2023, may drop below 70% in the second quarter, according to industry sour...
Wednesday 18 January 2023
Apple unveils MacBook Pro featuring M2 Pro and M2 Max
Apple has announced the new 14- and 16-inch MacBook Pro featuring M2 Pro and M2 Max, Apple's next-generation pro silicon that brings even more power-efficient performance and battery...
Thursday 12 January 2023
MacBook shipments to nearly halve in 1Q23
Shipments of the Apple MacBook will likely drop 40-50% sequentially in the first quarter of 2023, according to sources in the supply chain for the notebook series.
Tuesday 3 January 2023
India reportedly to boost incentives to encourage MacBook and iPad manufacturing
Amid global electronics manufacturers adopting the China-plus-one policy, India is trying to capitalize on the opportunity to create a more developed production base by increasing...
Wednesday 28 December 2022
Quanta reportedly to set up plant in northern Vietnam
Quanta Computer is reportedly planning to set up a plant in northern Vietnam where the ODM will mainly fulfill orders for Apple MacBooks, according to industry sources.
Tuesday 29 November 2022
Quanta mulls MacBook production in Vietnam, sources say
Quanta Computer is mulling to relocate its production lines for Apple's MacBook to Vietnam, according to industry sources. Quanta said it does not comment on individual customers.
Tuesday 15 November 2022
Apple offers rare MacBook deal to businesses to spur holiday quarter sales
Apple is trying to spur Mac sales with a rare promotional deal for small businesses that buy computers in bulk, an effort to cope with a slowdown during the holiday quarter.
Tuesday 1 November 2022
Mac joins decline trend; PC sector could see double-digit drop in 2023
In 3Q22 (FY 4Q22 for Apple), Apple's Mac saw record highs in sales. Yet, Apple has warned that the 4Q22 sales will see a clear decline compared to 4Q21, falling to the same fate as...
Tuesday 18 October 2022
Apple to produce Macs in Vietnam
Apple still considers Vietnam the top destination for its Mac production relocation from China, according to industry sources. Apple also reportedly intends to set up a Mac production...
Monday 17 October 2022
SEA roundup: MacBooks may start to be assembled in Thailand
Apple continues to diversify its supply chain to countries outside of China. Thailand may be included in this future production plan. USI, a China-based IDM, affected by Apple's supply...
Tuesday 11 October 2022
TSMC capacity utilization for 7nm, mature nodes to fall in next 6 months
TSMC is expected to see its fab capacity utilization trending downward in the next six months, except for 5nm and 28nm process nodes, as order cuts by fabless clients are beginning...
Thursday 29 September 2022
Notebook demand not likely to rebound till 2H23
The entire notebook supply chain will remain under pressure to digest inventories through the end of the year amid stronger-than-expected slump in end-market demand resulting from...
Friday 23 September 2022
New MacBook Pro to buoy Apple notebook market share
Apple MacBook sales have been relatively stable compared to Wintel notebooks, according to industry sources. With the new MacBook Pro series slated to hit market shelves in the fourth...
Tuesday 13 September 2022
Suppliers gearing up shipments for new MacBook Pro
Suppliers are gearing up for shipments of Apple's upcoming MacBook Pro series, while shipments of the existing MacBook Pro models are slowing down, according to industry sources....
Tuesday 23 August 2022
Backend firms gearing up for Apple M-series chips
Backend firms are gearing up for production for Apple's M-series processors, according to industry sources.
Research Report Database
Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research