Monthly Industry Insights
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- Smartphone
Apple Supply Chain and Product Overview ｜ October 2023
Several ecommerce platforms such as JinDon, Taobao, and Pinduoduo, in Mainland China have already offered discounts on iPhone 15 series in late October for the upcoming Double-eleven shopping festival. Although it’s a signal that iPhone may not perform as well as expected in Mainland China, we haven’t seen 4Q23 production plan has been revised down so far.
November 30, 2023Read More -
- Semiconductor
Foundry Business and Market Trend Report ｜ October 2023
November 30, 2023Read More -
- Semiconductor
Foundry Business and Market Trend Report ｜ October 2023
November 30, 2023Read More -
- Smartphone
Apple Supply Chain and Product Overview ｜ September 2023
After Sony’s effort on the 2-layer pixel main camera sensor in these two months, we have seen the volume of two low-end models have increased thanks to the yield rate improvement and we thus revise up iPhone 15 base model production volume by 2~3M in 3Q23. As a result, we adjust our Y2023 new iPhone production forecast from 77~82M to 79~84M.
October 31, 2023Read More -
- Semiconductor
Foundry Business and Market Trend Report ｜ September 2023
The capacity expansion for global 22/28nm was initially forecasted to grow by 15% to 20% in Y2024 and Y2025. However, due to the global economic downturn and subdued consumer demand, foundries have postponed the expansion plans. The revised rate for capacity expansion has been adjusted to 10% to 15% for the same period.
October 31, 2023Read More -
- Smartphone
Apple Supply Chain and Product Overview ｜ August 2023
Due to component yield rate issues, we have observed new iPhone production plan may slightly push out from 3Q23 to 4Q23, and we thus adjust our forecast from 51~55M to 45~50M in 3Q23 and 75~80M to 77~82M in 4Q23.
September 30, 2023Read More -
- Semiconductor
Foundry Business and Market Trend Report ｜ August 2023
TSMC's 2nm construction sites are likely to be located at Fab12B and Fab20 in Hsinchu, and Fab22 in Kaohsiung. As for Taichung, there might be pending in the schedule due to environmental concerns.
September 30, 2023Read More -
- Smartphone
Apple Supply Chain and Product Overview ｜ July 2023
We revise up 3Q23 iPhone Production forecast to 51~55M as we observe three of four iPhone 15 models have been mass produced in July and upward revision in iPhone 14.
August 31, 2023Read More -
- Semiconductor
Foundry Business and Market Trend Report ｜ July 2023
We expect the price trend of DDIC (Display Driver IC) to continue to decrease into 2H23, mainly driven by weaker-than-expected demand recovery for the global smartphone market and potential wafer price cut for tier 2/3 foundries.
August 31, 2023Read More -
- Smartphone
Apple Supply Chain and Product Overview ｜ June 2023
iPhone 15 Series Production and Manufacturers’ Allocation: 1)Our Y2023 iPhone 15 series production forecast: 85~90M. 2)Despite yield issues on specific components, like 2-layer pixel sensors in low-end models and periscope in iPhone 15 Pro Max, iPhone 15 series could begin mass production in late July or early August.
July 31, 2023Read More -
- Semiconductor
Foundry Business and Market Trend Report ｜ June 2023
Samsung Foundry’s GAA Process Leadership and Acceleration: 1) Samsung Foundry led the first commercial GAA process tape-out. 2) To speed up GAA process adoption, Samsung Foundry introduced 2nd gen 3GAP development for internal demand, primarily from LSI with less refined PDK.
July 31, 2023Read More -
- Smartphone
Apple Supply Chain and Product Overview ｜ May 2023
iPhone Sales and Production: Thanks to better-than-expected performance in 51 labor holiday and early-bird 618 promotion within Mainland China, we revise up iPhone production forecast in 2Q23 from 33~38M to 37~42M.
June 30, 2023Read More
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