iPhone 13 Chipmakers Poised to Scale Up Supply in the Third Quarter
Apple is set to receive supply priority status from pure play foundry TSMC for iPhone 13 chip orders going into the third quarter of 2021, as the Taiwanese partner grapples with orders for automative and other device chips amid a supply shortfall, according to DigiTimes.
TSMC is also set to ramp up its output for the upcoming iPhone series in the third quarter, the sources indicated.
Other chip suppliers in Apple's supply chain, including Genesys Logic and Parade Technologies, are also scaling up supply to fulfill Apple's orders for the third quarter, which are said to be 30-40% higher than second quarter levels.
With the iPhone 13 series expected to follow a more usual launch timeline this year, chipmakers are poised to see Apple's orders peak for 2021 in the fourth quarter, said DigiTimes' supply chain sources.
The iPhone 13 models dropping in September are expected to look similar to the 2020 iPhone lineup, with four devices in sizes that include 5.4-inches, 6.1-inches, and 6.7-inches, with two of the iPhones being higher-end "Pro" models and two positioned as lower-cost, more affordable devices.
Though major design changes aren't expected, rumors suggest camera improvements, a faster A-series processor, a new 5G chip from Qualcomm, increased battery life, and some tweaks to the notch. Check out our dedicated iPhone 13 roundup for all the details.
Related Stories
Apple's revenue for the fourth fiscal quarter of 2021 came in under expectations, which Apple CEO Tim Cook said was caused by supply constraints on iPhones, iPads, and Macs.
In an interview with CNBC, Cook said the supply issues cost Apple around $6 billion."We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion," Cook told ...
During today's earnings call for the fourth fiscal quarter of 2021, Apple CEO Tim Cook said that Apple is "working feverishly" to boost iPhone 13 supplies.
Cook said that Apple feels "very very good" about where demand is at for the iPhone 13, in terms of sales compared to the iPhone 12. Supplies are constrained, though, and Apple has not been able to meet demand.
Initial supplies of the...
Apple has managed to ramp up chip orders for its new iPhone 13 lineup by reducing equivalent orders for the older-generation iPhone models that the company still sells, according to a new DigiTimes report.
Apple has scaled down its chip orders for older-generation iPhones, while ramping up wafer starts at TSMC for its iPhone 13, the sources said. Apple has also not made any changes to its chip ...
Apple today reported Mac revenue of $9.17 billion in the fourth quarter of its 2021 fiscal year, which is an all-time quarterly revenue record for Macs. Apple CEO Tim Cook said there was "strong demand" for the M1 MacBook Air in particular.
No new Macs were released during the quarter, with the new 14-inch and 16-inch MacBook Pro models not being released until after the quarter ended, but...
During today's earnings call covering the third fiscal quarter of 2021 (second calendar quarter), Apple CFO Luca Maesteri said that Apple is expecting supply constraints to affect the iPhone and the iPad in the coming quarter.
"The supply constraints that we've seen in the June quarter will be higher in the September quarter," said Maestri. The constraints will impact iPhone and iPad sales...
Apple is tapping more Chinese suppliers as it seeks to meet ambitious targets for iPhone 13 production, according to a new report by Nikkei Asia. Apple is set to produce between 90 million and 95 million iPhones through January, according to a previous Nikkei report, and China's Luxshare Precision Industry has won 3% of orders away from Taiwanese rivals Foxconn and Pegatron.
Luxshare will...
Apple will debut its rumored custom-designed 5G modem in 2023's iPhone models and the component will not be integrated into the device's A-series chip, DigiTimes reports.
In paywalled report published earlier today, sources speaking to DigiTimes said that 2022 will be the last year when Qualcomm supplies all of the modems in iPhone models. Thereafter, iPhones are expected to begin featuring...
Amid long waiting times for iPhone 13 models around the world, Apple has reportedly reallocated iPad parts to make up for shortages, in another signal that the global paucity of chips is impacting Apple's supply chain.
iPad and iPhone share common components including core and peripheral chips, which means Apple is able to shift supplies between the devices to prioritize one or the other,...
Apple's main chip manufacturing partner TSMC will beginning producing Apple's first in-house 5G modem chips for the iPhone in 2023, according to a report from Nikkei Asia. The move, which has been under development for several years and enhanced by Apple's 2019 acquisition of the majority of Intel's modem business, will allow Apple to shift away from Qualcomm as a supplier for the important chips ...
The Information's Wayne Ma today shared alleged details about future Apple silicon chips that will succeed the first-generation M1, M1 Pro, and M1 Max chips, which are manufactured based on Apple chipmaking partner TSMC's 5nm process.
The report claims that Apple and TSMC plan to manufacture second-generation Apple silicon chips using an enhanced version of TSMC's 5nm process, and the chips...
Top Rated Comments