Folks can’t seem to agree on whether iPhone sales are higher or lower. According to one analyst, display panel orders suggest strong sales.
supply chain
Apple Rejects TSMC Bid to Increase Chip Price
Apple may be exerting its importance as TSMC’s biggest client, rejecting a proposed increase in chip prices.
iPhone and Prices and India and Oprah - TMO Daily Observations 2022-09-27
iPhone ASPs are headed higher – not once, but twice! Plus iPhone 14 production starts in India and Oprah and Apple TV+ redefine the nature of their association. TMO Managing Editor Jeff Butts joins us to break it all down.
Apple’s Initial iPhone 14 Order Allocation Dominated by Pro Models
A recent supply chain survey of Apple’s iPhone 14 order allocation shows the tech giant anticipated much stronger sales of its Pro models.
TSMC Completes Primary Construction of Arizona Plant
According to the governor of Arizona, TSMC has finished construction of the primary facility for its new fabrication plant there.
China Allows Foxconn iPad Plant to Reopen with Priority Power Grant
In China, a Foxconn iPad assembly plant shut down for weeks due to a heat wave has reportedly resumed production.
Apple’s Culture of Secrecy May Be Interfering With Diversifying iPhone 14 Production
According to some, Apple’s culture of secrecy may be hindering efforts to launch iPhone 14 production simultaneously in both China and India.
Kuo: Apple Watch Suppliers in Vietnam Ramping Up Production in Time for September Series 8 Launch
One analyst says that Apple Watch suppliers in Vietnam are ramping up production of the Apple Watch Series 8 ahead of the September launch.
China Heatwave Could Affect iPad Production
Thanks to a heatwave in China, power rationing could impact iPad production to some extent. Other impacts could be longer lasting.
Kuo Reports iPhone 14 Pro and Pro Max Likely to See a Hefty Price Increase
Reports from analyst Ming-Chi Kuo suggest that the iPhone 14 Pro and Pro Max are likely to see a price increase due to several factors.
Apple Increases iPhone 14 Order to 95 Million Units, Kuo Says No Supply Chain Impacts
According to reports, Apple has increased its iPhone 14 order. It’s asking suppliers to ship 95 million iPhone 14 units.
Apple Warns of Revenge from China After U.S. Representatives Visit, iPhone Shipments May See Impact
A U.S. House of Representatives visiting Taiwan has spurred China into revenge; these acts may complicate iPhone shipments for Apple.
Foxconn looking to Expand Factory in India, Help Diversify Apple Supply Chain
According to reports from “The Economic Times”, iPhone supplier Foxconn is looking to expand a factory in India, bolstering Apple’s position.
Senate to Vote on Boosting US Chip Manufacturing Before August Recess
A Senate bill to boost U.S. chip manufacturing should get its final vote before the end of July, sending it to the House of Representatives.
Supply Chain Report Likely Confirms 6GB RAM Across All iPhone 14 Models
New supply chain reports from “Digitimes Asia” seems to confirm that the iPhone 14 will get 6GB of RAM across all models.
Apple Expands Suppliers, SG Micro Might Supply Power Management Components for High-End iPhone 14
Apple has expanded its with the addition of SG Micro, which passed quality certification for iPhone 14 components.
Kuo Insists Supply Issues Will Have 'Limited Impact' for iPhone 14
According to a report from analyst Ming-Chi Kuo, some panel and memory suppliers are having issues that should not impact the iPhone 14.
Trial Production of Apple’s iPhone 14 Underway, Mass Production to Begin in August
Reports indicate Apple has begun iPhone 14 trial production, right on schedule. Mass production should follow in August.
Supply Chain for Apple Silicon Faces Further Price Hikes
Reports from “Bloomberg” indicate that Apple Silicon will likely see price hikes due to various supply chain issues from chip fabricators.
Kuo Doubtful About Report of Apple Cutting iPhone 14 Order
Ming-Chi Kuo doubts reports Apple has cut its initial iPhone 14 order. The analyst points out such a move would be atypical.
Apple to Cut iPhone 14 Orders By 10% Despite High Demand, Sources Indicate
Demand for its next-generation smartphone is expected to run high. However, ongoing supply chain issues forced Apple to cut iPhone 14 orders.
iPhone 14 Production In Full Swing Despite Delay Rumors as Foxconn Reports Supply Chain Stability
As Foxconn reported improvement in supply chain, the iPhone 14 production is in full swing despite rumors about its delay.
Apple Moving iPad Production From China to Vietnam Due To COVID-19 Situation
Apple has begun moving its iPad production outside of China with Vietnam as the alternative production hub for iPad and other iOS devices.
Over Reliance on China Could Cost Apple $8 Billion
Projected revenue losses for 3Q22 point to a weakness in Apple’s armor: its over reliance on China for final assembly of most products.