By Christian Zibreg on May 30, 2016
Taiwanese trade publication DigiTimes is reporting that TPK Holding is gearing up to product nanowire-based flexible touchscreens. TPK is on Apple’s supplier list so there’s a high likelihood that future iPhone, iPod touch and iPad devices could switch to these flexible screens based on nano silver ink. Originally developed by 3M, silver nanowire films are flexible and transparent to the eye, making them feasible for wearable devices particular. Read More
By Christian Zibreg on May 26, 2016
Taiwan Semiconductor Manufacturing Company Limited (TSMC), the world’s largest independent chip foundry, has set aside a research and development budget for this year of a record-setting $2.2 billion in order to ensure its fabrication process technology stays ahead of competition, said a report this morning in Taiwanese trade publication DigiTimes. In 2015, the firm spent just $1.067 billion on R&D. Read More
By Christian Zibreg on May 25, 2016
Robots are taking over iPhone manufacturer Foxconn: the world’s biggest contract fabricator has successfully replaced as many as 60,000 factory workers with sophisticated machines that use artificial intelligence to perform elaborate assembly work more efficiently than humans do, a government official told the South China Morning Post. Read More
By Christian Zibreg on May 23, 2016
Many in the rumor-mill agree that Apple is planning to build an iPhone around the brighter, more power efficient AMOLED screen tech. New clues of 2017 bringing a major change to the iPhone’s display technology appeared with news this morning that the world’s top maker of display-making equipment, Applied Materials, reported an almost fourfold leap in orders for OLED production machinery. Read More
By Christian Zibreg on May 23, 2016
Peak iPhone? If the latest supply chain report is to be trusted, the Cupertino firm doesn’t envision iPhone sales tapering off anytime soon, at least not this year. Barron’s said Monday, citing a report in the Taiwanese publication Economic Daily Times, that Apple has now asked its contract manufacturers and Asian suppliers to prepare for a much higher-than-expected iPhone 7 production volume in 2016.
Instead of ordering about 65 million handsets, which would have been in line with what Wall Street had been predicting, Apple needs between 72-78 million units of the new iPhone produced this year. Read More
By Christian Zibreg on May 20, 2016
Right after visiting China on Monday, Apple’s boss Tim Cook flew to India the following day. He spent a few days touring the populous country, meeting with decision makers, negotiating with carriers and taking to end users and developers alike.
Speaking with The Hindu, Cook has now laid out his vision and strategy for India, a very important market for Apple where the company, despite a massive population of 1.25 billion people, has a single-digit share of the smartphone market. Read More
By Christian Zibreg on May 17, 2016
Rumors continue to swirl that Intel had been commissioned to build LTE modem chips for Apple’s upcoming smartphone refresh, a marquee win for the semiconductor giant.
Tuesday, Taiwanese trade publication DigiTimes reported that Intel may supply up to fifty percent of LTE modems for the forthcoming iPhone 7 models.
Although Intel itself will package the modems, the chips will be mass-produced by contract manufacturers TSMC and KYEC, as per DigiTimes, indicating that the iPhone 7’s ‘A10’ system-on-a-chip may integrate an Intel-built LTE modem. These Intel-designed LTE modems for the iPhone 7 are said to be faster than those in the iPhone 6s. Read More
By Christian Zibreg on May 17, 2016
Apple’s Taiwanese suppliers have kicked off the recruiting process in preparation for an ‘iPhone 7’, CNBC reported Tuesday citing Economic Daily News. The mass-hirings have started earlier than usual because the iPhone 7 design is said to be “more complex than previous models,” which meant that Apple’s suppliers needed to start work on iPhone 7 parts earlier than on previous iterations.
Both Foxconn and Pegatron had ramped up hiring as they prepared to assemble the upcoming iPhone 7 models, ahead of their expected September release. Read More
By Cody Lee on May 9, 2016
Apple manufacturing partner Foxconn is close to signing a deal with the Indian government to open an iPhone manufacturing plant in the country, reports the Economic Times. More specifically, the company is looking for a 1,200-acre plot of land in Maharashtra.
Today’s news comes nearly one year after we first heard of Foxconn’s interest in building facilities in India. If the deal goes through, the electronics-maker hopes to construct a $10 billion building for assembling Apple’s smartphones, and others would likely follow. Read More
By Christian Zibreg on May 6, 2016
Taiwanese component makers are currently scrambling to fulfill orders as the Cupertino firm is getting ready to kick off production of this year’s upcoming iPhones and iPads.
Moreover, Apple’s engineers should now be close to completing work on a 2017 iPhone and have certainly been developing a 2018 iPhone for some time now.
Trade publication DigiTimes wrote in a new report that Taiwan Semiconductor Manufacturing Company Limited (TSMC), a foundry that builds chips for Apple, has now taped out an Apple-designed ‘A11’ chip that will power 2017 iPhones and iPads. Read More
By Christian Zibreg on Apr 8, 2016
A whopping 11.5 million documents from Panamanian law firm Mossack Fonseca, so-called Panama Papers leak, reportedly suggest that the world’s top contract fabricator Foxconn, which assembles iPhones and many other consumer electronics products for other tech firms, may have evaded taxes worth up to a massive $22.86 billion via investments in Panama’s offshore companies.
Foxconn vehemently denied its involvement in the Panama Papers scandal. In an eyebrow-raising move, the Taiwanese firm then dropped veiled threat it might resort to suing news publications that make up such rumors, according to DigiTimes on Friday. Read More
By Christian Zibreg on Apr 6, 2016
Hot on the heels of a reported $3.5 billion acquisition of Sharp by Apple’s contract fabricator Foxconn, Sharp has reportedly begun setting up production lines dedicated to churning out AMOLED smartphone panels as Apple is said to be lining up suppliers to support its major move to outfit future iPhones with AMOLED screen technology.
According to a report Wednesday by DigiTimes, a Taiwanese trade publication, Sharp is setting up three production lines that should have total monthly capacity of 9.85 million 5.5-inch equivalent AMOLED panels. Read More
By Christian Zibreg on Mar 30, 2016
It’s finally official: the world’s leading contract fabricator, Foxconn, which assembles iPhones and other products for Apple and other consumer electronics companies, has purchased the struggling Japanese giant Sharp, one of Apple’s display panel suppliers, in a deal valued at a reported $3.5 billion.
As reported today by The Wall Street Journal, Foxconn believes this transaction will improve its position on the technology value chain and has plans to expand Sharp’s production capacity and invest in the production of OLED screens that future iPhones are expected to adopt. Read More
By Christian Zibreg on Feb 26, 2016
As previously reported, Apple’s favorite contract manufacturer Foxconn has made a $6.2 billion bid to acquire the ailing Japanese consumer electronics maker Sharp, which has been in the business for a cool 103 years now. Although Sharp’s board has made the decision to accept the offer last Thursday, it seems the acquisition is not a done deal after all.
As reported Friday by The Wall Street Journal, Foxconn is reportedly delaying the signing of the takeover agreement after it had been “surprised” by new information Sharp had disclosed just a day before. Read More
By Christian Zibreg on Jan 21, 2016
The Wall Street Journal has it on good authority that Foxconn, the world’s biggest contract fabricator that assembles products for Apple and other companies, is buying Sharp, an iPhone display supplier.
Sharp has been in financial crisis for several years and banks have bailed it out twice in three years.
Foxconn has reportedly offered approximately ¥625 billion, or about $5.3 billion, to acquire Sharp. Back in 2013, Foxconn was supposed to buy a large stake in Sharp, but the deal quickly collapsed over share price dispute. Read More
By Christian Zibreg on Jan 14, 2016
Korean outlet ET News said Thursday that a contract between Samsung and Apple on supplying flexible OLED screens for future iPhones has practically been agreed upon, with the South Korean conglomerate committing to a whopping $7.4 billion in capital expenditure over the next couple of years to buy OLED manufacturing equipment needed to produce about 30,000 to 45,000 OLED sheets per month.
Although Apple is said to have secured agreements with other panel makers for OLED technology, the size of the investment suggests that Samsung is about to become Apple’s biggest flexible OLED provider. Read More
By Christian Zibreg on Dec 4, 2015
Sharp, the ailing Japanese consumer electronics company, is about to start mass production of its Super IGZO panels for mobile devices that will have a higher resolution and consume up to twenty percent less energy than the company’s standard IGZO panels, which already use just a fifth as much power as standard liquid crystal displays.
Super IGZO panels will go into mass production in early 2016, according to a report Friday by Nikkei. The panels will be manufactured at Sharp’s Kameyama Plant No.2 located in Mie Prefecture as the ailing company seeks to replace “some unprofitable television panels” on the conveyor belts. Read More
By Christian Zibreg on Dec 4, 2015
The fourth-generation Apple TV has been available for less than two months and already talk is turning to a next-generation model.
A new report by DigiTimes, a hit-and-miss Taiwanese trade publication, cites unnamed supply chain sources as saying that a fifth-generation Apple TV with a brand new CPU and a heat-dissipation solution is entering into trial production in December and volume production in the first quarter of 2016. Read More
By Christian Zibreg on Nov 20, 2015
LG Display, which supplies Apple with flexible OLED screens for the Apple Watch and LCD panels for other gadgets, is reportedly building a brand new facility that will significantly increase its OLED panel production as the firm looks to meet expected market demand as of 2017 onwards, according to a report from Korea’s Digital Times cited by DigiTimes.
The new plant will cost north of $4 billion to build, with assembly lines expected to start churning out OLED panels for smartphones, tablets and TVs sometime between 2017-2018. Read More
By Christian Zibreg on Aug 26, 2015
Samsung lifted trade secrets from rival Taiwan Semiconductor Manufacturing Company Limited (TSMC), the world’s #1 independent semiconductor foundry, Taiwan’s top court has ruled.
According to a report published Wednesday by Taiwanese trade publication DigiTimes, the court has determined that Liang Mong-song, a former senior director of research and development at TSMC, revealed TSMC’s trade secrets and patents related to its advanced FinFET process technology to Samsung Electronics.
The report makes no mention of Apple, but the connection couldn’t be clearer: Samsung might have been able to leverage the stolen secrets to win orders for Apple’s next-generation ‘A9’ processor. Prior reports have posited that both Samsung and TSMC got to build Apple’s A9 chips on the advanced 14-nanometer FinFET process technology which uses entirely new three-dimensional transistors. Read More