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Wednesday 8 June 2022
Apple orders to drive TSMC revenue CAGR through 2025
Orders for Apple's custom chips will drive TSMC's revenue through 2025 with a CAGR of 15-20%, according to industry sources.
Monday 16 May 2022
Qaunta, Inventec positive about 2H22 notebook shipments
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers...
Monday 9 May 2022
MacBook Pro shipments seriously delayed by China lockdowns
Quanta Computer's production capacity for MacBook Pros at its Shanghai, China site so far still has not been fully restored and consumers who place orders for Apple notebooks now...
Tuesday 3 May 2022
Quanta resumes MacBook production at Shanghai plant
Quanta Computer's plant in Shanghai, China is gradually resuming its production of Apple's MacBook products with order pull-ins also slowly turning strong, according to sources from...
Friday 1 April 2022
Brand notebook vendors slash shipment goals for 1H22
Most brand notebook vendors have slashed their shipment goals for the first half of 2022 by double-digits, and may cut back their orders with some suppliers for the period by as much...
Thursday 10 March 2022
MCU, MOSFET makers gearing up for consumer GaN charger boom
With Apple reportedly designing its new 30W GaN charger with a new form factor, Taiwan-based MCU and power MOSFET suppliers are gearing up for a consumer GaN charger demand boom,...
Tuesday 8 February 2022
Apple supply chain keeps production reportedly for MacBook Pro during Lunar New Year
Notebook supply chain players had kept their production lines running during the Lunar New Year holiday reportedly for new MacBook Pro, which is set for launch in early March, according...
Monday 10 January 2022
Apple devices supply chain to sustain strong shipments till Chinese New Year
Shipments from supply chain partners for Apple devices are expected to remain in high gear through at least Chinese New Year holiday in early February, as buying sentiment for iPhones,...
Thursday 9 December 2021
Taiwan PCB suppliers for iPhones see revenues peak in November
Zhen Ding Technology, Flexium Interconnect and Compeq Manufacturing all saw their revenues hit the year's peak in November thanks to significant surges in their PCB shipments for...
Tuesday 16 November 2021
Commercial notebooks, servers to outgrow consumer models in 2022
Most electronics device ODMs in Taiwan are expected to post flat performance or slight sequential increases for their fourth-quarter 2021 shipments, and may see stronger growth momentum...
Tuesday 16 November 2021
Apple assemblers set to enjoy sales growth in 4Q21
Foxconn Technology Group (Hon Hai Precision), Pegatron and Quanta Computer are all poised to generate sequential sales increases in the fourth quarter of 2021 as they start fulfilling...
Wednesday 20 October 2021
Taiwan IC substrate makers cut into supply chain for new-gen Mac chips
Taiwan-based IC substrate suppliers, such as Unimicron Technology, have reportedly cut into the supply chain for Apple's custom-built silicon powering the next generation Macs, and...
Wednesday 20 October 2021
Shipments for miniLED-backlit iPad Pro, MacBook Pro estimated at 9-10 million in 2021
Shipments of Apple's new iPad Pro and just-unveiled Macbook Pro series featuring miniLED displays are forecast to reach nearly 10 million units in 2021, according to industry sourc...
Tuesday 19 October 2021
Apple unveils new MacBook Pro with M1 Pro and M1 Max CPU
Apple has unveiled its new MacBook Pro powered by M1 Pro and M1 Max - the first pro chips designed for the Mac.
Tuesday 7 September 2021
LED suppliers for upcoming MacBook say shipments on schedule
LED suppliers for Apple's upcoming MacBook Pro have said their shipments for the new model are on schedule, in response to recent reports about the shortage of related mini LED chips...