Recent Insight
We are proud to share our latest research, which has uncovered several key insights that provide a new perspective on the current state and future trajectory of the market.
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UMC 22/28nm productivity remains positive with respect to steady demands.
UMC intends to maintain its expansion plan on 22/28nm capacity to meet the long-term demands of various applications, such as Automotive and ISP, by increasing overall capacity, primarily at Fab 12A in Tainan.
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RAMless OLED prices expected to drop in 2Q23 due to China OEM’s low adoption.
Isaiah Research suggests that Nova's RAMless OLED Average Selling Price (ASP) may decline to the range of $3.3 to $3.5 in 2Q23. Insights from supply chain checks indicate a decrease from the 1Q23 ASP range of $3.4 to $3.6.
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Yield rate issues for 2-layer pixel CIS on iPhone 15 low-end models unlikely to cause timeline delays.
In response to the recent news that Sony may encounter production difficulties related to yield rate issues on the 2-layer pixel CIS used in iPhone 15 low-end models, we expect Sony to address this by using more wafers to meet Apple's requirements.
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Apple Supply Chain and Product Overview ｜ March 2023
The iPhone sales in Mainland China have slightly increased due to price discounts, leading us to revise our estimation from 52~57M to 53~58M in 1Q23. However, we remain conservative for the iPhone production forecast in 2Q23 as we haven’t seen a strong demand recovery. We preliminary expect the iPhone 15 series production in Y2023 may be in the range of 85~90M, with 40% low-end and 60% high-end models in the product mix.
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Newscenter
Explore and access our press releases, media coverage, as well as insights from our experts on a wide range of tech topics.
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Apple in talks with suppliers to make MacBooks in Thailand
TAIPEI -- Apple is in talks with suppliers to make MacBooks in Thailand as the company continues to expand its manufacturing footprint outside of China amid geopolitical uncertainties.
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The next iPhone will still be made in China, but Apple’s main assembler Foxconn will have to share the work, report says
Foxconn may lose some iPhone 15 work to other Chinese manufacturers after it failed to deliver iPhone 14s last November due to Covid disruptions. New arrangement marks the first time Apple has tapped three suppliers to produce premium iPhones, highlighting efforts to smooth the supply chain
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TSMC lowers full-year outlook on weak demand, chip surplus
TAIPEI -- Taiwan Semiconductor Manufacturing Co., the world's biggest contract chipmaker, is predicting its first full-year revenue drop since 2009 after lowering its outlook for this year due to weak demand and persistently high inventory levels.
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China’s Apple loss is India’s gain, as 2022 supplier list shows shift in supply chain preferences
Apple added five new mainland Chinese suppliers while removing eight in mainland China in its latest financial year ended September 2022, after China’s strict Covid-19 controls disrupted iPhone production last holiday season, according to the latest supplier list published by the US consumer electronics giant.
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