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Monday 1 August 2022
Robust Apple devices sales to bolster TSMC performance in 2H22
Apple devices successfully weathering headwinds hitting the handset and PC markets are significantly adding growth momentum to the vendor's close foundry partner TSMC, according to...
Monday 1 August 2022
MacBook series to outshine other PC brands in 2H22
MacBook series could be the only bright spot for PC sales in the second half of the year amid a persisting market downturn, with assemblers and components suppliers all poised to...
Friday 29 July 2022
BOE Technology continues to dominate the LCD market for iPad in 2022
In 2021, Apple procured 75.5 million LCD panels for iPad production, with 25.3 million units sourced from LG Display (LGD), and 24.5 million units from Sharp. China's BOE Technology,...
Monday 11 July 2022
Notebook ODMs enjoy rising shipments in June
Notebook ODMs saw June revenues rise from a month ago thanks to the lifting of the COVID-19 lockdowns in eastern Chinese cities and the related upstream supply chain will be fully...
Tuesday 5 July 2022
Wintel notebook sales affected by weakening consumer demand in 2H22
Wintel notebook sales may be affected negatively by weak consumer sentiment and the launch of new Apple MacBooks in the second half of 2022, according to industry sources.
Monday 4 July 2022
Apple supply chain sees growing presence of Chinese makers
The growing presence of Chinese manufacturers in the supply chains for Apple devices will not necessarily promise profits from their assembly services, and it remains to be seen whether...
Tuesday 28 June 2022
How Taiwanese battery module suppliers differentiate from Chinese ones
Taiwan-based battery module suppliers still hold a solid market share despite being challenged by Chinese large module makers in IT industry, thanks to their expertise in detection...
Wednesday 22 June 2022
Notebook sales to pick up in 3Q22
Notebook sales are expected to pick up starting in the third quarter of 2022, driven by post-lockdown recovery, according to industry sources.
Thursday 16 June 2022
Chinese makers expand presence in MacBook, iPad supply chain
The COVID lockdowns and power shortage in China is accelerating Apple's plan to diversify its supply chains, according to industry sources.
Wednesday 8 June 2022
Quanta striving to accelerate production in Shanghai for MacBook production
Quanta Computer, reportedly a supplier for the new MacBook Air, is striving to boost production at its Shanghai manufacturing site to pre-lockdown levels, according to industry sou...
Wednesday 8 June 2022
ASE, Unimicron to provide packaging, related substrates for new Apple M2 chip
Taiwan-based ASE Technology and Unimicron Technology have both seized flip chip ball grid array (FC-BGA) packaging and related substrate orders for Apple's just unveiled M2 processors,...
Wednesday 8 June 2022
Apple orders to drive TSMC revenue CAGR through 2025
Orders for Apple's custom chips will drive TSMC's revenue through 2025 with a CAGR of 15-20%, according to industry sources.
Tuesday 7 June 2022
Apple unveils re-designed MacBook Air with new M2 chip
Apple has introduced a redesigned MacBook Air and an updated 13-inch MacBook Pro, both powered by the new M2 chip. With an all-new, thin design, MacBook Air also features a larger...
Wednesday 1 June 2022
Arm-based HPC chips gain ground for PCs, benefiting OSATs
Ever-advancing datacenter, server, networking and AI applications continue to drive R&D momentum for diverse HPC chip solutions, and Arm-based HPC chips, in particular, have been...
Monday 30 May 2022
PA, DDI backend houses see stable shipments for Apple devices
Despite uncertainties in chip demand for handsets, TV and other consumer electronics devices, Taiwan's backend suppliers including ASE Technologies, Chipbond Technology and III-V...