Recent #Apple news in the semiconductor industry

9 months ago

➀ Apple has partnered with Alibaba to provide AI features for the domestic version of iPhone users, according to The Information.

➁ The two companies have jointly developed AI features for domestic use that have been submitted for review by domestic authorities.

➂ Apple tested various AI models from Chinese developers starting in2023 and initially chose Baidu as the main partner, but the cooperation was canceled due to Baidu's failure to meet Apple's standards.

AIAlibabaApple
9 months ago

➀ Apple's supply chain management has been recognized as the best in the world since 2010, with Tim Cook further reducing suppliers to 24.

➁ Apple's supply chain diversification strategy helps reduce supply risks and strengthens control over the supply chain.

➂ Suppliers like Imagination and Dialog have faced challenges due to Apple's shifting supply chain strategy.

➃ Cirrus Logic, an Apple key supplier, provides high-quality audio chips and has a long-standing partnership with Apple.

➄ Cirrus Logic's SoundClear technology is used by Amazon Voice Service for high-fidelity audio playback.

➅ Apple's supply chain strategy involves self-developed chips and maintaining a diverse supplier base.

➆ The high dependency on Apple poses risks for suppliers like Cirrus Logic.

AppleSupply Chaintechnology
9 months ago

➀ Apple has begun mass production of the next-generation M5 processor for desktops, laptops, and high-performance tablets.

➁ The new SoC is expected to use a performance-enhanced N3P manufacturing process.

➂ The M5 series is rumored to include M5, M5 Pro, M5 Max, and M5 Ultra processors.

➃ The M5 processors will use organic substrates with 'flavor enhancer ABF film' to increase interconnect density and reduce SoC packaging thickness.

➄ High-end M5 Pro, Max, and Ultra versions will use mixed bonding and 2.5D packaging technology.

➅ The SoC will use TSMC's N3P manufacturing technology, which allows for a 4% performance increase or a 9% power consumption decrease at the same clock speed.

➆ Apple's M5 chips are expected to offer significant performance advantages over the M4 CPUp>

Apple
9 months ago
1. Apple has become a 'Slow-Grower' with minimal recent growth and failed new product attempts like Apple Intelligence and Vision Pro; 2. Despite high profitability and operational efficiency, Apple's valuation is disconnected from its growth prospects; 3. The 'Upgrade Super Cycle' narrative seems unrealistic as Apple Intelligence features have not driven higher sales or user engagement, leading to criticism; 4. The author reiterates Apple stock as a 'Sell' due to high valuation and overestimated growth projections.
AppleInvestment StrategyStock Analysis
9 months ago

➀ Apple is facing a lawsuit alleging the use of PFAS, or 'forever chemicals,' in its smartwatch bands.

➁ The lawsuit claims that these chemicals are linked to negative health effects including increased cancer risk and immune system issues.

➂ The lawsuit highlights specific Apple Watch bands and references a study from Notre Dame University that found PFAS in fitness-tracking wearables from multiple companies.

AppleConsumer ProtectionHealthLitigationPFAS
10 months ago
➀ TSMC's Arizona factory has secured contracts to produce Apple's S9 SiP for the Apple Watch and AMD's Ryzen 9000 series processors. Both products are now in production. The facility is operating at 10,000 units per month, with plans to increase capacity despite tooling bottlenecks. ➁ TSMC Arizona is also manufacturing AMD's new Ryzen 9000 series 'Granite Ridge' desktop Zen 5-based processors. ➂ The TSMC Board is scheduled to meet in Arizona in February.
A16 chipsAMDAppleApple WatchArizonaProductionRyzen 9000SiPTSMCdesktop CPUsiPhone
10 months ago
➀ The Apple Watch Series 10 (42mm, GPS) is now available at an all-time low price of $329 at Best Buy (save $70). An open box model is also available for $259.99. The Series 10 offers a larger, brighter OLED display, health and fitness features, and sits between the Apple Watch SE and Apple Watch Ultra 2. ➁ Samsung Galaxy FE (40mm, LTE) is on sale for $199.99 at Amazon (save $50), offering LTE connectivity and a range of features. ➂ Additional smartwatch deals are listed, including discounts on various models from Apple and Samsung.
AppleDealsSmartwatchwearables
10 months ago

➀ Apple is considering delaying the production of its new iPhone models due to the high cost of TSMC's 2nm wafers, which are priced at 44 million won per wafer;

➁ TSMC's limited production capacity for the 2nm process is causing prices to soar, and the company is investing in expanding its facilities to increase production;

➂ Samsung Electronics is also competing in the 2nm market, aiming to capture market share by improving yield rates and performance.

AppleMarket CompetitionTSMCsemiconductor
10 months ago
➀ The Apple Vision Pro, launched in 2024, quickly captures a 5% market share in the VR/MR segment, becoming the third-largest player. ➁ Sales of the Apple Vision Pro in China have reportedly fallen short of expectations. ➂ AR glasses are thriving in the Chinese market, with 284K units sold in 2024.
ARAppleChinaConsumer ElectronicsMarket ShareSmart Glassesgamingsales