Manufacturing

Foxconn boss cancels talks with Sharp over Samsung investment

Christian Zibreg ∙ March 19, 2013

Earlier this month we told you that Apple's frenemy Samsung confirmed a plan to pour a cool $112 million into buying a three percent stake in Sharp. Making matters complicated, Sharp, an Apple supplier, has been trying to negotiate another investment from Apple's favorite manufacturer Hon Hai Precision Industry, known in the Western world as Foxconn. Last year, as you know, Foxconn was trying to acquire an eleven percent stake in Sharp.

There have been indications that Foxconn wanted to re-negotiate after Sharp’s share price tumbled, but most recent reports assert the deal has all but fallen apart. We're now hearing that Foxconn CEO Terry Gou has cancelled talks with Sharp after learning that his potential partner has gone to bed with Samsung, even more so now that Sharp is expected to supply more LCD panels to Samsung than to Apple...

Apple actually removed one CPU core from Apple TV’s die-shrunk A5 chip

Christian Zibreg ∙ Updated January 26, 2016

Silicon analysts over at Chipworks were able to conclude yesterday that the smaller A5 package, which was recently discovered inside a retooled Apple TV, is still being fabbed on Samsung’s 32-nanometer process rather than on TSMC's 28-nanometer technology, as some watchers speculate. Compared to its 2012 counterpart, the new A5 with a 2013 die is noticeably smaller, prompting questions on how Apple has managed to achieve a smaller die without changing fabbing technology.

The full A5 floorplan Chipworks published this morning reveals the culprit: the new die is smaller because the package contains just one ARM CPU core. Now, Apple has always rated the Apple TV as single-core, but previous implementations called for dual-core designs with one core intentionally disabled, though still present.

In removing one CPU core altogether, Apple's silicon team was able to shrink the die size without having to switch to a more sophisticated fabbing process technology...

Apple’s smaller A5 chip is still being fabbed by Samsung

Christian Zibreg ∙ Updated January 26, 2016

As we reported Monday, a retooled version of Apple's $99 set-top box has been found to have a die-shrunk version of the iPad 2's A5 chip rather than the A5X package, as previously speculated. Some market watchers even thought the new package is fabbed on Taiwan Semiconductor Manufacturing Company's (TSMC) new 28-nanometer process. However, after conducting a thorough analysis of the silicon under sophisticated microscopes, chip wizards over at Chipworks and Silicon-IP have determined that the new A5 package is being fabbed on Samsung's 32-nanometer process after all...

Foxconn and TSMC recruit 5,000 workers each ahead of Apple product launches

Christian Zibreg ∙ March 11, 2013

Apple's contract manufacturer Hon Hai Precision Industry - also know in the Western world as the controversial Foxconn - and Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest independent semiconductor foundry, will each add 5,000 new jobs just as Apple is conveniently expected to refresh its existing product families and possibly venture into the HD TV and smartwatch markets. If true, the report could also explain "the worst February" Topeka Capital has seen in terms of Apple's supply chain procurement of components...

As the next iPhone looms, Apple slashes iPhone 5 panel and semiconductor orders

Christian Zibreg ∙ Updated October 12, 2018

With about four months left until Apple's worldwide developers conference, chatter intensifies that Apple is re-aligning its suppliers. With both the iPhone 5S and iPhone 6 allegedly spotted in the wild and leaked parts cropping up on Chinese forums, new reports indicate that Apple has substantially cut iPhone 5 screen and chip orders.

And because Apple is the world's top chip buyer second only to Samsung, any material change in its orders immediately reflects on the entire industry. Little wonder that researches are now calling for a slow down in semiconductor equipment manufacturer orders...

AAPL falls on talk of Foxconn hiring freeze

Christian Zibreg ∙ Updated January 28, 2019

Shares of Apple are (again) under pressure as Financial Times issued a report Wednesday that Foxconn, the world's largest contract manufacturer that assembles iPhones and other products for Apple and other tech giants, is putting a freeze on recruitment in China as it slows production of the iPhone 5.

It wasn't clear whether Foxconn winding down iPhone manufacturing means that Apple is getting ready to produce a next-gen iPhone or that iPhone 5 demand is falling amid fierce competition in the smartphone market, but investors are already punishing the stock which fell in pre-market trading to under $460, even with a Foxconn spokesperson clarifying that the decision wasn’t related to iPhone 5 production as more employees returned from the Chinese New Year break than a year earlier...

Analyst: iPhone 5 sales decelerating, iPhone 5S enters manufacturing in March

Christian Zibreg ∙ February 13, 2013

According to one analyst, Apple's suppliers are getting ready for iPhone 5S manufacturing, which should commence in March with a likely summer introduction in mind.

With the next-gen iPhone just a few months away, Apple is apparently winding down some iPhone 5 manufacturing as sales of the handset are "decelerating faster than expected".

Per the rumor-mill, the iPhone 5S will be a mid-cycle specs upgrade sporting a faster CPU/GPU (likely a new A7 chip). Rumors are also suggesting a higher-resolution camera (possibly a 13-megapixel sensor). Some think Apple will for the first time offer the iPhone in a range of colors, though the handset is expected to retain the current two-tone industrial design...

iPad mini is on fire: Apple moving 12M units in Q1

Ed Sutherland ∙ January 30, 2013

Days after reports suggesting shorter delays for Apple's iPad mini comes rumors the company could ship about 11 million of the 7.9-inch tablets during the first quarter of 2013. The potential reason: an improved supply chain from China's factories producing the device.

At last week's earnings call, Apple CEO Tim Cook said iPad mini shipments were constrained during the all-important holiday period. While in December there was a week delay shipping the tablet, the shipping wait had fallen to 3-5 days by mid-January. The shortened shipping time was likely the precursor of today's rumor about first quarter demand...

iMac shipment constraints to ease soon as manufacturing improves

Christian Zibreg ∙ Updated October 12, 2018

Apple's boss Tim Cook in last week's conference call with analysts acknowledged that iMacs were down by 700,000 units year over year because the company was "significantly constrained" of inventory of the refreshed, thinner all-in-one desktop. Back in December, the online Apple store pushed back iMac deliveries to January amid the reported manufacturing issues stemming from the fact that Apple has never had to laminate a display this large...

Supply cuts a result of Apple’s adoption of IGZO screens for upcoming iDevices?

Christian Zibreg ∙ January 15, 2013

The reduction in orders of iPhone 5 displays and other components isn't a sign of weak demand as sober analysts paint demand as robust. Nevertheless, the rumor has opened door for more speculation that the Cupertino, California company is winding down production of the iPhone 5 ahead of the iPhone 5S release in June or July.

Be that as it may, it would be very atypical of Apple to pull the current-generation model from shelves after just six months. Even as the company switches to a bi-annual refresh cycle, it will still want to continue offering the iPhone 5 at a reduced price after the next-gen model becomes available. According to a new report, these supply cuts are actually the result of Apple considering IGZO displays for upcoming iOS devices...

iPhone 5 order cuts not nearly as severe as demand remains robust

Christian Zibreg ∙ January 15, 2013

After The Wall Street Journal relayed the vague and anonymously-sourced Nikkei newswire report on the supposed iPhone 5 order cuts amid what the Journal interpreted as a "weaker than expected" demand for the handset, nervous investors have immediately hit the panic button and punished the stock. Sane analysts, however, now are putting down the flames of the rumor, warning that the iPhone 5 demand remains robust as those order cuts aren't nearly as severed as originally reported...

Buoyed by strong sales, Apple orders 2M extra iPad minis

Christian Zibreg ∙ December 20, 2012

Apple's smaller iPad is indeed turning into competitors' worst nightmare. After announcing sales of three million new iPads in three days, the iPad mini is now outselling full-size iPads and could easily comprise half of all iPads sold in December.

And with eight out of each ten iPad owners planning to stick with Apple, no wonder the Cupertino firm has now increased orders for the 7.9-inch tablet, with the volume reaching twelve million iPad minis by year's end...