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Report of ‘second wave’ of iPhone production reduction is probably wrong

Companies within the iPhone supply chain are apparently feeling the impact of Apple’s alleged order reductions on different degrees, while some firms have modified their revenue estimates below, others like TSMC cut any large It is said to avoid financial issues.

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iPhone XS, iPhone XS Max, and iPhone XR

During the past month, many supply chain reports and production estimates of analysts claim that Apple is reducing the output of the iPhone to meet the relatively low demand. While the cut ultimately reduces workloads and the amount of revenue can be the supplier of the apple, the effect varies among companies.

But, on Tuesday morning, a new report from the Supply Chain Monitor claims that Digi Times claims that the “second wave” of the cut is now ordered.

Order cuts with flexible PCB suppliers have also hit jobs, Career Technology has recently closed 110 employees to deal with the cut. An unknown iPhone Assembler has taken steps to reduce the cost and other costs of its employees, thereby increasing the plans for employee shortage.

Meanwhile, Jalal Bagheri, CEO of Power Management Tech Supplier Dialog Semiconductor, had claimed on November 14 that due to the technology used in so many Apple devices, the same hit on the lower line as other suppliers is not showing the same hit is.

Based on the report time, suppliers are likely to change their employees and manufacturing projections on the initial post-launch wave of reduction. It has also been claimed in the report that Apple has released the second wave of order deduction, but considering the need for lead times for manufacturing, it is unlikely that any supply chain firms will have any effect at this time. .

DigiTimes has claimed cuts beyond the seasonal people for the last four years on the basis of employment seen, including sales, estimated weakness, and supplier metrics, and it does not seem that they were accurate with any prediction. It also stopped the predictions of the iPhone X demand for more than six months, repeatedly claiming that the device was selling well below expectations, and was not killing iPhone 8 in the market.

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Apple’s iPhone sales per quarter showing the same seasonal pattern every year

Due to Digitimes, the Apple A-Series Chip manufacturer TSMC is effectively insulated with a cut sequence by any apple, due to the company’s line of other customers taking advantage of the 7-nanometer fabrication process. While shipment of A12 chips is expected to reduce quarter-to-quarter, TSM has received bookings from other customers for the process.

Sources claim that TSMC is already working to create the Kirin 980 chips for Huawei and is looking forward to starting Volume production of Qualcomm Snapdragon 8150 in the first quarter of 2019. After this, AMD’s Raden Instant M 160 and M 150 server accelerator chips will also be produced by the firm in 2019, AMD EPYC server processor also asked for production by TSM.

Other firms sent to use the TSM 7-nanometer process include Broadcom, Xilinux and Nvidia.

With a number of key customers, a company like TSMC is certainly capable of making the weather of better waning orders from suppliers with vulnerable customers. In the case of lens supplier, Lasjan Precision, who had advised in October, hopes that shipment will be reduced in that month and November, which will reduce the revenue.

 


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