Recent #Apple news in the semiconductor industry

about 1 month ago

➀ Apple has reportedly secured a majority of TSMC's 2nm chip production capacity to gain an early advantage;

➁ TSMC's N2 is the only 2nm-class fab available to fabless customers, with Apple getting priority treatment;

➂ The northern fab in Hsinchu Baoshan is reportedly fully dedicated to Apple's new chips, while the southern fab in Kaohsiung handles other customers.

AppleTSMCchip production
about 2 months ago

➀ Smartphone production reached 300 million units in Q2 2025, marking a 4% QoQ and 4.8% YoY growth;

➁ Samsung maintained its lead with 58 million units despite a 5% QoQ decline, while Apple ranked second with 46 million units, down 9% QoQ due to seasonal factors;

➂ Xiaomi, Oppo, Transsion, and Vivo saw significant growth driven by subsidies and expansion in emerging markets, collectively reinforcing the top six vendors' 80% market share.

AppleSamsungsmartphone
about 2 months ago

➀ Apple plans to launch its first touchscreen OLED MacBook Pro in late 2026, incorporating on-cell touch technology, as reported by analyst Ming-Chi Kuo;

➁ The move signifies a strategic shift in Mac design philosophy, potentially impacting the iPad product line and addressing long-standing user demand for touch-enabled laptops;

➂ A more affordable MacBook with an A-series iPhone processor is also in development, slated for late 2025.

AppleMacBook ProOLED
about 2 months ago

➀ Apple's A19 Pro achieves a 11-12% single-thread performance gain over its predecessor and outperforms AMD's Ryzen 9 9950X by 11.8% in Geekbench 6;

➁ The GPU sees a massive 37% improvement, rivaling AMD's Radeon 890M and Apple's M2/M3 iPad GPUs;

➂ Built on TSMC's N3P node with optimized cooling, though clock speeds remain conservative for thermal management.

AMDAppleGeekbench
2 months ago

➀ A Lego iMac G3 model designed by fan Fuma Terai is under review on Lego Ideas, needing 4,000 more votes to reach the 10,000-vote threshold for official consideration;

➀The 700-piece replica mimics the 1998 iMac G3’s Bondi Blue design, complete with CRT and retro keyboard/mouse;

➂ Despite the creator’s prior success with Lego Ideas, approval hinges on both Lego’s legal team and Apple’s licensing agreement.

AppleiMac
2 months ago

➀ IDC data reveals the top 5 smartphone vendors by Q2 2025 shipments: Samsung (58 million), Apple (46.4 million), Xiaomi (42.5 million), Vivo (27.1 million), and Transsion (25.1 million);

➁ Samsung maintains its leadership with the highest shipment volume, followed by Apple and Xiaomi in the top three;

➂ The report highlights the competitive landscape of the global smartphone market, with emerging players like Transsion gaining traction.

AppleSamsungXiaomi
2 months ago

➀ The Chinese government pressured Foxconn to withdraw 300 engineers from its Indian factories and cancel plans to send 60 more, replacing them with Taiwanese engineers;

➁ This is part of Beijing's strategy to hinder Apple's shift of iPhone assembly from China to India and slow down manufacturing diversification;

➂ China aims to restrict the export of technical expertise, skilled personnel, and equipment to maintain its manufacturing dominance.

AppleChinaFoxconn
2 months ago

➀ Foldable smartphones remain a niche but rapidly growing segment in Europe, with book-type models driving a 37% YoY sales surge in 2024;

➁ HONOR challenged Samsung’s near-monopoly, prompting Samsung to counter with the Galaxy Z Fold7, while HONOR’s upcoming Magic V5 aims to reclaim technical superiority;

➂ Apple’s anticipated 2026 entry is expected to intensify competition, with book-type foldables projected to capture 2% of total smartphone sales and nearly 10% of the premium market in Europe by 2028.

AppleSamsunghonor
3 months ago

➀ There are several great deals on Apple products this weekend, including various MacBook models, a couple of iPads, and even the AirPods 4.

➁ The biggest discount is for the latest 13-inch MacBook Air with M4 chip, now 20% off at $799.

➂ Other MacBook deals include the 13-inch MacBook Air with M4, 15-inch MacBook Air with M4, 14-inch MacBook Pro with M4, and 16-inch MacBook Pro with M4 Pro, all with significant discounts.

➃ iPad deals include the 11-inch iPad Air with M3 chip and the 11-inch iPad Pro with M4 chip, both with discounts.

➄ The AirPods 4 are also on sale, discounted by 23% to just under $100.

AppleDeals
3 months ago

➀ Apple's supply chain sources suggest a $599-$699 MacBook with a 12.9-inch display and iPhone 16 Pro's A18 Pro SoC may enter production in Q3 2025;

➁ The A18 Pro chip, built on TSMC's 3nm process, targets Qualcomm's Snapdragon 8 Gen 3 but may trade performance for affordability;

➂ Apple aims to boost annual MacBook shipments by 30-40% by targeting budget-conscious users, potentially disrupting its MacBook Air lineup.

AppleLaptopQualcomm
3 months ago

➀ Global tablet shipments reached 38.3 million units in Q2 2025, marking a 13.1% year-over-year growth, driven by product refreshes, education initiatives, and subsidies in China.

➁ Apple led the market with 12.7 million units shipped (33.1% share), followed by Samsung (7.2 million units, 18.7% share), while Lenovo (3.1 million units), Amazon (3.1 million units), and Xiaomi (2.8 million units) ranked third to fifth with significant growth rates of 25%, 205%, and 42% year-over-year, respectively.

➂ Amazon’s resurgence in the top five was notable, with a 205% surge due to aggressive pricing and seasonal promotions.

AppleIDCSamsung
3 months ago

➀ Daniel Kottke, an original Apple engineer, demonstrated a retrofitted Apple I replica at the Vintage Computer Festival West, running ChatGPT via a Wi-Fi module;

➁ The project highlights cloud computing's ability to enable legacy hardware (1976-era 1 MHz CPU) to access cutting-edge AI;

➂ Debates edge-AI privacy vs. cloud-AI latency, suggesting future AI ubiquity across devices.

AIAppleChatGPT