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Apple expects lower shipments of new iPhone models
November 07, 2022
As previously reported by Evertiq, COVID-19 restrictions have temporarily impacted the primary iPhone 14 Pro and iPhone 14 Pro Max assembly facility located in Zhengzhou, China. The facility is currently operating at a significantly reduced capacity.
Drop in capacity utilisation lowers projected iPhone shipments
November 03, 2022
Zhengzhou, the capital China’s Henan Province, was hit with a wave of COVID-19 outbreaks in the middle of October. The spread of the disease eventually reached Foxconn’s manufacturing base, where the number of infections rose significantly in late October.
iPhone production could fall 30% at key Chinese plant due to stricter Covid restrictions
October 31, 2022
According to reports, China's stricter COVID-19 restrictions might cause production of Apple's iPhones to decline by as much as 30% at Foxconn's Zhengzhou plant in central China.
Apple cuts 1Q23 iPhone 14 Pro production to 52 million units
October 25, 2022
Looking at Apple's 2022 sales, the company began adjusting the proportion of new products after the initial wave of pre-orders. The market response after the release of the iPhone 14 Plus was lukewarm, escalating Apple's product adjustment process.
Apple to produce iPhone 14 in India
September 28, 2022
Apple has said that it will produce its latest iPhone 14 in India, taking a step out of China.
Is the semiconductor shortage over?
September 27, 2022
Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.
Demand remains stagnant, supply chain inventories remain high
September 23, 2022
According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline.
OLED mobile phone panel penetration rate estimated to exceed 50% in 2023
September 21, 2022
According to the latest TrendForce research report, the proportion of OLED in the mobile phone market is expected to exceed 50% in 2023, up from 42% in 2021.
2Q22 global smartphone production – only 292 million units
September 02, 2022
According to TrendForce investigations, 2H22 smartphone production planning was quite conservative as brands gave priority to adjusting distribution channel inventory.
TrendForce: Intel orders delayed, TSMC slows 3nm expansion
August 04, 2022
According to TrendForce research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process verification issues.
1Q22 foundry output value up 8.2% QoQ, says TrendForce
June 21, 2022
TrendForce says that, although demand for consumer electronics remains weak, structural growth demand in the semiconductor industry including for servers, high-performance computing, automotive, and industrial equipment has not flagged, becoming a key driver for medium and long term foundry growth.
One charger to rule them all - EU reaches common charger deal
June 09, 2022
Apple will have to switch to USB type-c in the EU by autumn 2024 as the technology will become the common charging port for all mobile phones, tablets and cameras in the EU, Parliament and Council negotiators agreed on June 7, 2022.
TI on top of the world as the biggest analog IC supplier
June 08, 2022
With analog sales of USD 14.1 billion and 19% marketshare, Texas Instruments maintained its firm grip as the world’s leading supplier of analog devices in 2021.
Global 1Q22 smartphone production volume drops 12.8% QoQ
June 01, 2022
According to TrendForce, the multiplicative effect of the traditional off-season further weakened smartphone production performance in 1Q22 with global output only reaching 310 million units, a 12.8% decline QoQ.
Smartphone camera module shipments to reach 5.02B in 2022
May 24, 2022
According to TrendForce research, smartphone camera module shipments will increase to 5.02 billion units in 2022, an annual growth rate of 5%.
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Manufacturers Reassess their Supply Chains
Prevailing obstacles since the COVID-19 Pandemic in 2020 have manufacturers reassessing their supply chain strategies. The following major disruptions that occurred entering 2022 added to existing setbacks, or created new ones altogether:
Imec and semiconductor partners target greener chip manufacturing
May 17, 2022
Nanoelectronics research and innovation center, imec, says that it has managed to pool together stakeholders from the semiconductor value chain – from companies such as Apple and Microsoft, to suppliers, including ASM, Kurita, SCREEN and Tokyo Electron – to participate in its Sustainable Semiconductor Technologies and Systems (SSTS) research program.
Top 10 companies hold 57% of global semi marketshare
April 27, 2022
In 2021, five of the top 10 semiconductor companies were fabless suppliers. In 2008, there was one fabless company in the ranking; in 2000, there were none.
Apple expands the use of recycled materials
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April 22, 2022
The Cupertino company has released new details on the increased use of recycled content across its products. For the first time, the company introduced certified recycled gold, and more than doubled the use of recycled tungsten, rare earth elements, and cobalt.
