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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.
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.
Market penetration rate of OLED folding phones to reach 1.1% in 2022
August 25, 2022
According to TrendForce, as technology and materials evolve, the penetration rate of OLED folding mobile phones is estimated to reach 1.1% in 2022.
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.
Historically low 2023 DRAM demand bit growth at only 8.3%
August 03, 2022
According to TrendForce, DRAM market demand bit growth will only amount to 8.3% in 2023, sub-10% for the first time in history, and far lower than supply-side bit growth of approximately 14.1%.
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.
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.
Apple expands the use of recycled materials
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.
Top 10 foundries post record 4Q21 performance
March 14, 2022
The output value of the world’s top 10 foundries in 4Q21 reached USD 29.55 billion, or 8.3% growth QoQ, according to TrendForce’s research.
4Q21 smartphone production sees highest QoQ growth
March 01, 2022
Global smartphone production came to 356 million units for 2021, showing a QoQ increase of 9.5%, according to TrendForce’s latest investigations.
Smartphone camera module shipments to reach 4.92B in 2022
January 13, 2022
In recent years, the biggest trend of smartphone camera modules is the increasing number of rear camera modules, according to TrendForce’s investigations.
Foundry revenue rises by 12% QoQ for 3Q21, says TrendForce
December 03, 2021
Although the demand for end products related to the stay-at-home economy slowed down as many countries saw rising vaccination rates and were partially lifting social distancing restrictions, the decline in foundry orders from this source was more than offset by the traditional peak season for smartphones, according to TrendForce’s latest investigations.
Smartphone production see modest 5.7% QoQ increase in 3Q21
November 30, 2021
The smartphone market is showing an improvement in demand during the second half of this year due to the peak season for e-commerce promotional activities and the easing of COVID-19 outbreaks in regions such as Southeast Asia, according to TrendForce’s latest investigations.
Smartphone production to return to pre-pandemic level in 2022
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November 17, 2021
Smartphones are essential to people’s daily lives and constitute a basic necessity. TrendForce therefore expects the smartphone industry to rebound and post marginal growth next year, assuming that economic activities worldwide will mostly return to normal by then.
