Pre-orders for Apple's iPhone 11 series may be better than expected, but components makers in the new smartphones' supply chain remains cautious. PCB makers say their order visibility concerning the iPhone 11 lineup won't clear up until early October. Meanwhile, one of Apple's major rivals in the smartphone space - Huawei - continues to foray into the 5G market. Unimicron and Nan Ya PCB have increased their IC substrate output for Huawei's devices including 5G network equipment and server chips. PTI
PCB shipment prospect for new iPhones uncertain till early October: PCB manufacturers in the supply chain for Apple's iPhone 11 series are keeping a close eye on the new models' initial sales performance, which will determine their shipment momentum for the remaining months of 2019, but the order visibility will remain vague until early October, according to industry sources.
Huawei stepping up IC substrate purchases from Taiwan: Huawei is stepping up purchases of IC substrates from its Taiwan-based suppliers, including Unimicron Technology and Nan Ya PCB, according to industry sources.