Highlights of the day: iPhone provide chain to stay sturdy by means of 1H21
DIGITIMES workers
Some market observers imagine iPhone 12 might even see order momentum decline in second-quarter 2021, however Digitimes’ examine of Apple’s ecosystem has come to a extra optimistic outlook, with parts orders for the iPhone 12 to stay robust by means of first-half 2021. The iPhone provide chain may even see a newcomer for OLED panels – specifically China-based BOE TGechnology, whose Taiwan-based companion, contact module provider GIS, may even be a part of the Apple ecosystem. In the gaming sector, AMD has secured extra capability help from TSMC’s 7nm course of for making PS5 chips, however precise shipments will depend upon ABF susbstrate provide.
iPhone 12 part order dynamics to final until 1H21: Some market observers are predicting that associated order dynamics for the iPhone 12 will peak in first-quarter 2021 earlier than heading for a downward adjustment. But the messages that Digitimes has managed to assemble from Apple’s ecosystem present that such a downtrun is unlikely.
GIS reportedly enters iPhone provide chain: As China-based BOE Technology will quickly start to produce versatile OLED panels for iPhones, its Taiwan-based companion General Interface Solution (GIS) will provide corresponding built-in contact modules, in response to business sources.
ABF substrate yield fee to have an effect on PS5 chip shipments: AMD has been promised extra 7nm foundry capability at TSMC, however precise shipments for its PS5 chips will depend upon the manufacturing yield charges for ABF substrates wanted to make the personalized processors for Sony’s next-generation video games consoles, in response to business sources.
