Apple Likely to Expand Apple Watch Supply Chain Following Third Quarter Sales Growth
Apple is likely to expand its supply chain for Apple Watch, following significant unit growth for the wearable over the third fiscal consecutive quarter this year (via DigiTimes).
Apple Watch's overall shipments are expected to reach at least 25 million units in 2018 and most of the sales will be contributed by first-time buyers instead of replacement demand from users of previous-generation models, the sources estimated.
During last week's earnings call, Apple CEO Tim Cook said Apple Watch had seen unit growth of over 50 percent for the third consecutive quarter and "continues to be the best selling and most loved smartwatch in the world".
The fiscal quarter ended September 30, so it's not clear how many Apple Watch Series 3 units were included in the recorded growth and Apple doesn't provide a breakdown of numbers. The Apple Watch Series 3 was released on September 22. Cook also revealed that Apple's entire wearables business was up 75 percent year over year in the fourth quarter, and in fiscal 2017, already generated the annual revenue of a Fortune 400 company.
Apple's upstream suppliers include Quanta Computer, Universal Scientific Industrial (USI), Career Technology, Kinsus Interconnect Technology and E&R Engineering, all of which are expected to see increasing orders for the Apple Watch, according to sources.
Foxconn affiliate ShunSin Technology has also recently landed orders for providing SiP (system in package) packaging services to Apple Watch and are said to begin the supply in March 2018. The fact that ShunSin is entering the supply chain means Foxconn may also have interest in obtaining Apple Watch assembly orders, according to market watchers.
Popular Stories
We're getting closer to the launch of the final major iOS update of the year, with Apple set to release iOS 26.2 in December. We've had three betas so far and are expecting a fourth beta or a release candidate this week, so a launch could follow as soon as next week.
Past Launch Dates
Apple's past iOS x.2 updates from the last few years have all happened right around the middle of the...
Apple is encouraging iPhone users who are still running iOS 18 to upgrade to iOS 26 by making the iOS 26 software upgrade option more prominent.
Since iOS 26 launched in September, it has been displayed as an optional upgrade at the bottom of the Software Update interface in the Settings app. iOS 18 has been the default operating system option, and users running iOS 18 have seen iOS 18...
Apple is expected to launch a new foldable iPhone next year, based on multiple rumors and credible sources. The long-awaited device has been rumored for years now, but signs increasingly suggest that 2026 could indeed be the year that Apple releases its first foldable device.
Subscribe to the MacRumors YouTube channel for more videos.
Below, we've collated an updated set of key details that ...
Apple's iPhone 17 lineup is selling well enough that Apple is on track to ship more than 247.4 million total iPhones in 2025, according to a new report from IDC.
Total 2025 shipments are forecast to grow 6.1 percent year over year due to iPhone 17 demand and increased sales in China, a major market for Apple.
Overall worldwide smartphone shipments across Android and iOS are forecast to...
Apple today seeded the release candidate versions of upcoming iOS 26.2 and iPadOS 26.2 updates to developers and public beta testers, with the software coming two weeks after Apple seeded the third betas. The release candidates represent the final versions of iOS 26.2 and iPadOS 26.2 that will be provided to the public if no further bugs are found during this final week of testing....
In a statement shared with Bloomberg on Wednesday, Apple confirmed that its software design chief Alan Dye will be leaving. Apple said Dye will be succeeded by Stephen Lemay, who has been a software designer at the company since 1999.
Meta CEO Mark Zuckerberg announced that Dye will lead a new creative studio within the company's AR/VR division Reality Labs.
On his blog Daring Fireball,...
2026 could be a bumper year for Apple's Mac lineup, with the company expected to announce as many as four separate MacBook launches. Rumors suggest Apple will court both ends of the consumer spectrum, with more affordable options for students and feature-rich premium lines for users that seek the highest specifications from a laptop.
Below is a breakdown of what we're expecting over the next ...
The iPhone Air has recorded the steepest early resale value drop of any iPhone model in years, with new data showing that several configurations have lost almost 50% of their value within ten weeks of launch.
According to a ten-week analysis published by SellCell, Apple's latest lineup is showing a pronounced split in resale performance between the iPhone 17 models and the iPhone Air....
iPhone 17 Pro models, it turns out, can't take photos in Night mode when Portrait mode is selected in the Camera app – a capability that's been available on Apple's Pro devices since the iPhone 12 Pro in 2020.
If you're an iPhone 17 Pro or iPhone 17 Pro Max owner, try it for yourself: Open the Camera app with Photo selected in the carousel, then cover the rear lenses with your hand to...
OpenAI is deprioritizing work on advertising as it focuses on improving the quality of ChatGPT, reports The Information. OpenAI CEO Sam Altman declared a "code red" on Monday, and told employees that the company needs to improve ChatGPT so it doesn't fall behind competitors like Google and Anthropic.
Altman said that OpenAI needs to work on personalization for each user, image generation,...
