“Chip suppliers engaged in Apple’s supply chain started to see orders pick up in June,” Julian Ho and Jessie Shen report for DigiTimes. “On the other hand, chip demand from the non-Apple camp has been slow, according to sources at backend houses, which do not expect orders from their non-Apple customers to rise substantially until the fourth quarter.”
“Fabless firms including MediaTek and HiSilicon continue to slow down their pace of orders, said the sources, which warned of disappointing handset-chip shipments from the non-Apple camp in the third quarter,” Ho and Shen report. “Chip orders from the non-Apple camp should have picked up starting April and grown through August, but orders seem to have been pushed back in 2017 as companies adopt a wait-and-see approach before the launch of Apple’s upcoming iPhones which they believe will come with revolutionary features, the sources indicated.”
Ho and Shen report, “Apple’s iPhone sales are expected to sustain demand for TSMC’s 10nm mobile chips through the first quarter of 2018, the sources added.”
Android makers are silently sitting in a corn like wild boars. Waiting. Scared. Until the very last moment something leaks and they will quickly release something explosive.
The title is deceptive. The title claims ‘slows’, indicating ‘decrease’, the body of the article claims ‘slow’, which I took to mean ‘no significant rise or decrease’.
There has recently been a chip shortage which could cause devices that depend on those chips that are in low quantity to not place orders for other chips that may be more plentiful since producing the devices in question will be limited by the chips in low quantity.
Android makers are silently sitting in a corn like wild boars. Waiting. Scared. Until the very last moment something leaks and they will quickly release something explosive.
Chuckle! Good one.
Analysts still claim there will be no “super cycle” for the iPhone. Maybe competitive chip manufacturers are worrying needlessly.
One analyst claims there will be no “super cycle” for the iPhone. Thirty-five other analysts beg to differ.
The ones who dont are not analysts.. they are Analcysts.. it important to distinguish them .😀
The title is deceptive. The title claims ‘slows’, indicating ‘decrease’, the body of the article claims ‘slow’, which I took to mean ‘no significant rise or decrease’.
There has recently been a chip shortage which could cause devices that depend on those chips that are in low quantity to not place orders for other chips that may be more plentiful since producing the devices in question will be limited by the chips in low quantity.