Apple, AMD navigate chip shortage with focus on profitable products
3 years, 4 months ago

Apple, AMD navigate chip shortage with focus on profitable products

The Hindu  

The global chip shortage has grounded major automotive factories to a halt but pushed technology giants to become more flexible by diverting existing supplies to their most profitable products, analysts and executives said. "I think it largely reflects the timing of new product releases, specifically related to new iPhone launches in September," Angelo Zino, an analyst with research firm CFRA, said of Apple's warning. Even in normal times, he said, "new phone cycles typically start off supply constrained given the high demand needs ahead of the holiday selling season." And even within Apple's current lineup, the company is likely to direct the supply chain pain to its least lucrative products, said Jeff Fieldhack, research director at Counterpoint Research.

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History of this topic

The changing pecking order in semiconductors
1 month, 1 week ago

The changing pecking order in semiconductors

Live Mint  

NEW DELHI : Last week, Nvidia Corp., the world's largest artificial intelligence chipmaker, replaced Intel Corp., best known for computer processors, in the 30-share American benchmark share index. Nvidia's market value jumped from about $81 billion at the end of 2018 to $3.6 trillion now, making it the world’s most-valued company, ahead of Apple Inc., Microsoft Corp. and Google Llc. …

Global smartphone shipments expected to decline to lowest in a decade in 2023: Report
1 year, 4 months ago

Global smartphone shipments expected to decline to lowest in a decade in 2023: Report

The Hindu  

Global smartphone shipments are expected to decline by 6% to 1.15 billion units, the lowest in a decade. Regional macro risks extending smartphone replacement rates, and negative growth rates in Asia ex-China/India, North America, and China are likely being the biggest drivers of negative growth, Counterpoint said in a blog post. Asia is being seen as one of the major …

Apple's PC Shipments Decline 40 Per Cent, Steepest Among Major Computers Makers
1 year, 8 months ago

Apple's PC Shipments Decline 40 Per Cent, Steepest Among Major Computers Makers

ABP News  

Shipments of Apple Inc.'s personal computer plummeted by 40.5 per cent in the first quarter, marking a tough start to the year for PC makers still grappling with a glut of unsold inventory, according to Bloomberg. Shipments by all PC makers combined slumped 29 per cent to 56.9 million units — and fell below the levels of early 2019 — …

Computer sales plunge, Apple’s 40% drop steepest: Report
1 year, 8 months ago

Computer sales plunge, Apple’s 40% drop steepest: Report

Hindustan Times  

Apple Inc.’s personal computer shipments declined by 40.5% in the first quarter, marking a tough start to the year for PC makers still grappling with a glut of unsold inventory. The slowdown in consumer spending over the past year has led to double-digit declines in smartphone shipments and an accumulating glut among the world’s foremost memory chip suppliers. “Though channel …

Apple drops plan to boost iPhone production as demand falters
2 years, 2 months ago

Apple drops plan to boost iPhone production as demand falters

The Hindu  

Apple Inc. is dropping plans to increase production of its new iPhones this year after an anticipated surge in demand failed to materialise, Bloomberg News reported on Tuesday, citing people familiar with the matter. The company told suppliers to curtail efforts to increase assembly of its flagship iPhone 14 product family by as many as 6 million units in the …

Apple plans to use latest chip tech by Taiwan TSMC in iPhones, Macs
2 years, 3 months ago

Apple plans to use latest chip tech by Taiwan TSMC in iPhones, Macs

The Hindu  

Apple Inc. is planning to use an updated version of Taiwanese chipmaker TSMC's latest chip producing technology in iPhones and Macbooks next year, the Nikkei Asia newspaper reported on Wednesday. The A17 mobile processor, which is currently under development, will be mass-produced using TSMC's N3E chipmaking tech, expected to be available in the second half of next year, the report …

Intel And TSMC Facing Other Issues Due To Global Chip Shortage
2 years, 6 months ago

Intel And TSMC Facing Other Issues Due To Global Chip Shortage

News 18  

Chips for chipmaking machines are one of the things in short supply amid chip shortage constraints, say executives from Intel and Apple chipmaker TSMC. According to 9To5Mac, buying new chipmaking machines was never a speedy process, given their complexity and delicacy, but lead times before the pandemic were measured in months. While many commentators say they expect the chip shortage …

Apple to keep iPhone production flat in 2022
2 years, 6 months ago

Apple to keep iPhone production flat in 2022

The Hindu  

Apple Inc plans to keep iPhone production for 2022 roughly flat at about 220 million units, Bloomberg Newsreported on Thursday, as China's COVID-19 curbs, global supply chain issues, and cooling demand continue to hurt smartphone makers. The iPhone maker's supplier Foxconn has been able to keep its workers on-site in a "closed loop" system to limit the impact on production, …

Apple's chip manufacturer hints iPhone 14 may get 3nm A16 processor next year
3 years ago

Apple's chip manufacturer hints iPhone 14 may get 3nm A16 processor next year

India Today  

Apple’s main chipset manufacturer and supplier, TSMC, has reportedly begun the trials of its 3nm chipset, rekindling the speculation that next year’s iPhone 14 will use the new process on the A16 processor. A pilot production of tapeouts will mean the foundry may be on track to mass produce the 3nm chipsets next year. The Information previously reported that 3nm …

Why the Chip Shortage Drags On and On … and On
3 years, 1 month ago

Why the Chip Shortage Drags On and On … and On

Wired  

The semiconductor industry lives at the cutting edge of technological progress. Nearly two years into pandemic-caused disruptions, a severe shortage of computer chips—the components at the heart of smartphones, laptops, and innumerable other products—continues to affect manufacturers across the global economy. “It is utterly amazing that it's taken so long for the supply chain to rebound after the global economy …

The global chip shortage may mean production cuts for Apple iPhones
3 years, 2 months ago

The global chip shortage may mean production cuts for Apple iPhones

LA Times  

Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. The company had expected to produce 90 million iPhones in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said …

China regulator targets auto chip distributors with price-gouging probe
3 years, 4 months ago

China regulator targets auto chip distributors with price-gouging probe

The Hindu  

China's regulatory agency is launching an investigation into chip distributors in the auto industry, it said on Tuesday, citing suspicions of price gouging. "In response to prominent problems such as speculation and high prices in the automotive chip market, the State Administration of Market Supervision has recently filed an investigation on car chip distributors," the agency said. Concerns about supply …

Apple says chip shortage reaches iPhone, growth forecast slows
3 years, 4 months ago

Apple says chip shortage reaches iPhone, growth forecast slows

The Hindu  

Apple Inc said on Tuesday that a global chip shortage that has bit into its ability to sell Macs and iPads will start to affect iPhone production and forecasted slowing revenue growth, sending its shares lower. In a conference call with investors, Apple executives also said that the global chip shortage had a less severe impact than feared in the …

Intel reiterates chip supply shortages could last several years
3 years, 6 months ago

Intel reiterates chip supply shortages could last several years

The Hindu  

Intel Corp's CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas,including consumer electronics. "But while the industry has taken steps to address near term constraints it could still take a couple of years for …

Why Apple has chips for iPhones while Ford got caught short
3 years, 7 months ago

Why Apple has chips for iPhones while Ford got caught short

The Hindu  

On the same day that Ford Motor Co said it would be able to produce only half as many cars as planned due to a global chip shortage, Apple Inc announced blowout quarterly earnings as smartphone and computer sales soared, with the chip shortage having only a small impact on its business. The uneven impact of the chip shortage was …

Why Apple has chips for iPhones while many companies got caught short
3 years, 7 months ago

Why Apple has chips for iPhones while many companies got caught short

Live Mint  

On the same day that Ford Motor Co said it would be able to produce only half as many cars as planned due to a global chip shortage, Apple Inc announced blowout quarterly earnings as smartphone and computer sales soared, with the chip shortage having only a small impact on its business. Apple said Wednesday that it would lose $3 …

Starving for more chips in a tech-hungry world
3 years, 8 months ago

Starving for more chips in a tech-hungry world

The Hindu  

As the U.S. economy rebounds from its pandemic slump, a vital cog is in short supply: the computer chips that power a wide range of products that connect, transport and entertain us in a world increasingly dependent on technology. But things have been getting even worse in recent weeks, particularly in the auto industry, where factories are shutting down because …

MacBook, iPad production delayed as supply crunch hits Apple
3 years, 8 months ago

MacBook, iPad production delayed as supply crunch hits Apple

The Hindu  

Production of some of Apple Inc's MacBooks and iPads has been postponed due to a global component shortage, the Nikkei reported on Thursday. Chip shortages have caused delays in a key step in MacBook production, the report said, adding that some iPad assembly was postponed because of a shortage of displays and display components. According to the report, Apple's production …

EXPLAINER: Starving for more chips in a tech-hungry world
3 years, 8 months ago

EXPLAINER: Starving for more chips in a tech-hungry world

Associated Press  

SAN RAMON, Calif. — As the U.S. economy rebounds from its pandemic slump, a vital cog is in short supply: the computer chips that power a wide range of products that connect, transport and entertain us in a world increasingly dependent on technology. But things have been getting even worse in recent weeks, particularly in the auto industry, where factories …

Will the Ongoing Chip Shortage Delay iPhone 13 Launch? Supplier Foxconn Warns of Supply Issues
3 years, 8 months ago

Will the Ongoing Chip Shortage Delay iPhone 13 Launch? Supplier Foxconn Warns of Supply Issues

News 18  

The world is going through a semiconductor shortage, with manufacturers from gadgets to automobiles expressing concerns over the consequences of the chip shortage. Now, Apple supplier Foxconn has announced that the chip shortage may result in delay in upcoming smartphones. According to a report in Nikkei, Foxconn has said that the global chip shortage will reduce its shipments by 10 …

Explainer: Why is There a Global Chip Shortage and Why Should You Care?
3 years, 8 months ago

Explainer: Why is There a Global Chip Shortage and Why Should You Care?

News 18  

From delayed car deliveries to a supply shortfall in home appliances to costlier smartphones, businesses and consumers across the globe are facing the brunt of an unprecedented shortage in semiconductor microchips. General Motors Co and Ford Motor Co are among the big carmakers who said they would scale down production, joining other automakers including Volkswagen AG, Subaru Corp, Toyota Motor …

iPhone 13 launch could be impacted by chip shortage, Foxconn hit by supply issues
3 years, 8 months ago

iPhone 13 launch could be impacted by chip shortage, Foxconn hit by supply issues

India Today  

Foxconn has announced a chip shortage that could impact major planned launches later this year, including a delay in iPhone 13 launch. All the commitment and resources, however, might not be enough to stay on track as planned, as there is a global chip shortage that is likely to affect the entire tech industry. Foxconn chip shortage may impact iPhone …

Chip shortage impacting costs: Xiaomi President
3 years, 8 months ago

Chip shortage impacting costs: Xiaomi President

India TV News  

The global chip shortage is increasing expenses for Xiaomi, the company's President Wang Xiang has said, while indicating that some of these increased costs might have to be passed on to the consumers in certain cases. Airing his views during the company's fourth quarter earnings call on Wednesday, Wang said that the company will continue to optimise the costs of …

Amid Semiconductor Scarcity, Qualcomm CEO Says Shortage of Older Chips Likely to Ease Sooner
3 years, 9 months ago

Amid Semiconductor Scarcity, Qualcomm CEO Says Shortage of Older Chips Likely to Ease Sooner

News 18  

Qualcomm CEO Steve Mollenkopf said he is “seeing improvement” in efforts to ease chip shortages that have caused disruptions across several industries, and that demand for older chips is easier to respond to. Speaking in the same panel, president and CEO of Micron Technology Sanjay Mehrotra said the chipmaker would aim to increase its supply in line with the growing …

Foxconn chairman says expects "limited impact" from chip shortage on clients
3 years, 10 months ago

Foxconn chairman says expects "limited impact" from chip shortage on clients

The Hindu  

The chairman of Apple Inc supplier Foxconn said on Saturday he expects his company and its clients will face only "limited impact" from a chip shortage that has rattled the global automotive and semiconductor industries. "Since most of the customers we serve are large customers,they all have proper precautionary planning," said Liu Young-way, chairman of the manufacturing conglomerate formally known …

Gaming consoles, smartphones, other gadgets could get pricier due to continuing microchip shortages
3 years, 10 months ago

Gaming consoles, smartphones, other gadgets could get pricier due to continuing microchip shortages

Firstpost  

Prices of popular gadgets such as PlayStations and iPhones could rise because of microchip shortages caused by a “perfect storm” of coronavirus-driven demand, supply chain disruptions and trade war stockpiling, experts warn. Electronic gadgets and cars will be in shorter supply or more expensive throughout 2021.” Gaming controllers Complex supply chains Sales of certain iPhone models have reportedly been limited …

Global chip shortage threatens production of laptops, smartphones
4 years ago

Global chip shortage threatens production of laptops, smartphones

The Hindu  

Makers of cars and electronic devices from TVs to smartphones are sounding alarm bells about a global shortage of chips, which is causing manufacturing delays as consumer demand bounces back from the coronavirus crisis. “For the whole electronics industry, we've been experiencing a shortage of components,” said Donny Zhang, CEO of Shenzhen-based sourcing company Sand and Wave, who said he …

iPhone 12 suppliers working overtime to maintain the growing demand for new iPhones
4 years, 1 month ago

iPhone 12 suppliers working overtime to maintain the growing demand for new iPhones

India TV News  

Suppliers for Apple iPhone 12 are reportedly trying to meet the growing demand from carriers and consumers by ramping up production and starting overtime shifts. Major Apple iPhone assemblers Foxconn and Pegatron, along with camera module suppliers Genius Electronic Optical are further adding overtime shifts and are also recruiting additional workers to ramp up their output. Apple iPhone 12 series …

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