
Apple has released iPhone X and other next-generation smartphone models. The iPhone supply chain has been busy for quite a while.
iPhone XS Max costs Apple US$20 more in materials than iPhone X, says IHS
Friday 28 September 2018The teardowns and cost benchmarking team at IHS Markit has completed its preliminary physical review of the new iPhone XS Max. The model A1921 version of the smartphone sold in North...
China smartphone market and industry – 2Q 2018
Thursday 9 August 2018Shipments to the China market rebounded to a level above 90 million units in second-quarter 2018, with an on-quarter growth nearing 10%, according to Digitimes Research statistics.
Component inventories for iPhone X remain at high levels, say sources
Monday 16 July 2018Affected by Apple's overly-optimistic expectations for sales of the iPhone X, inventory of finished chassis, and other parts and components at the iPhone X's supply chain makers are...
HLJ to build 6-inch epi fab to boost VCSEL capacity
Friday 18 May 2018Taiwan-based VCSEL application solutions provider HLJ Technology has decided to invest NT$2.7 billion (US$90.08 million) to build a 6-inc epi wafer fab at its plant complex in northern...
TPK, GIS see mixed iPhone touch panel shipment prospects for 2Q18
Thursday 10 May 2018Taiwan-based touch panel makers TPK and General Interface Solution (GIS), both iPhone supply chain partners, have mixed prospects for the second quarter of 2018, with the former likely...
Notch smartphone may not gain much momentum in 2018
Wednesday 11 April 2018While all-screen smartphones have undoubtedly become the mainstream of the handset industry, many industry watchers are now wondering whether notch smartphones - models with a u-shape...
Android smartphones vendors turning to in-display fingerprint scanners
Friday 23 March 2018Smartphone vendors in the Android camp are rushing to incorporate in-display fingerprint recognition technology into their 18:9 all-screen models as they have turned conservative...
Apple next-generation 5.85-inch OLED iPhone MBOM much lower than iPhone X, says Digitimes Research
Wednesday 21 March 2018Apple plans to launch a new 5.85-inch OLED iPhone this year as an upgrade to the existing iPhone X, but the vendor has managed to reduce the new device's initial manufacturing bill...
Passive component supply to remain tight through 2019, says Yageo chair
Friday 9 March 2018The global supply of passive components is expected to remain tight through 2019, thanks to robust end-market demand, according to Pierre Chen, chairman for Yageo.
Samsung looks to innovative S9 camera to energize Galaxy S smartphone sales, IHS says
Monday 26 February 2018At MWC 2018, Samsung launched the Galaxy S9 and S9 Plus with an evolutionary design building on Galaxy S8 and S8 Plus. Samsung is focusing on enhanced camera capabilities to differentiate...
Taiwan supply chain to turn profitable on robust Apple orders in 2018
Monday 5 February 2018Although some Taiwan makers in the iPhone X supply chain have been affected by Apple's move to scale back shipments of the device, some others including Career Technology, E&R...
Global notebook shipments lower than expected in 4Q17, says Digitimes Research
Thursday 1 February 2018Worldwide notebook shipments, not including detachable 2-in-1 devices, performed weaker than expected and arrived at only around 41.15 million units in the fourth quarter of 2017,...
Metal-alloy chassis makers eyeing EV sector
Friday 19 January 2018Metal-alloy chassis makers Catcher Technology, Foxconn Technology, Ju Teng International Holdings and Casetek Holdings plan to develop motor chassis for electric vehicles (EVs), as...
MPI to ship more LED testing equipment on increasing VCSEL demand in 1H18
Wednesday 17 January 2018IC testing equipment maker MJC Probe (MPI) is expected to see its shipments of LED testing equipment expand significantly in the first half of 2018 thanks to growing demand for VCSEL...
iPhone supply chain braces for low order visibility in 1Q18
Wednesday 17 January 2018Component suppliers in the iPhone supply chain are likely to be forced to prolong their Lunar New Year holidays in the first quarter of 2018 due to low order visibility for iPhone...
Xintec to see orders for 3D sensing from iPhone and Android camps
Tuesday 16 January 2018Taiwan-based IC packager Xintec is expected to enjoy significant 3D sensing business opportunities from both iPhone and Android-based smartphone camps in 2018 in its capacity as a...
Shipments of iPhone X to reach 30-35 million units in 4Q17, say sources
Friday 22 December 2017Shipments of the iPhone X are estimated to reach between 30-35 million units in the fourth quarter of 2017 and stay flat or drop slightly in the first quarter of 2018, according to...
Component demand for iPhone X weakening, say sources
Friday 8 December 2017Despite having enjoyed a surge in orders for the iPhone X in September and October, sources from the upstream component supply chain saw their shipments for iPhone devices weaken...
Smartphone chips suppliers to see gross margins rebound in 2018
Wednesday 6 December 2017Smartphone chip solution providers including MediaTek, Spreadtrum Communications and Qualcomm are expected to see their gross margins rebound in 2018, as smartphone vendors are incorporating...
Taiwan players in 3D sensor supply chain to see lucrative market in 2018
Monday 4 December 2017With Android-based smartphones vendors expected to incorporate 3D sensors into their smartphone models following Apple's adoption of TrueDepth facial recognition system of iPhone...
Strong early iPhone X adoption positions Apple for market leadership, says IHS Markit
Monday 4 December 2017In eight countries, the iPhone X already accounts for over 2% of the iPhone active installed base just three weeks after its first availability on November 3. The leading countries...
Genius improving yield rates for iPhone X lens modules, say sources
Monday 27 November 2017Genius Electronic Optical is actively hiking yield rates for two lens modules - a 7-megapixel one and a 3D sensing one - for front cameras of iPhone X, which is likely to help improve...
iPhone X costs Apple US$370 in materials, says IHS Markit
Thursday 9 November 2017Teardown engineers at IHS Markit have completed their preliminary physical dissection of the new Apple iPhone X and found that the model A1865 version of the smartphone with 64GB...
Taiwan diode makers thrive on wireless charging boom
Tuesday 7 November 2017With wireless charging poised to become a mainstream trend for mobile devices following Apple's adoption of the new charging system in its iPhone X devices, many Taiwan suppliers...
Prices may weaken iPhone X sales in Asia Pacific, say channel operators
Tuesday 31 October 2017Despite the fact that iPhone X is currently seeing strong pre-orders in Asia Pacific, many channel operators are still concerned about iPhone X's sales in the region since the model...