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.
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.
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.
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.
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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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.
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
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.
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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