“The order momentum for related chips for iPhone 6 devices in the first quarter of 2015 will be as strong as that in the fourth quarter of 2014, indicating strong market demand of the iPhone 6 and iPhone 6 Plus, said the industry sources,” Cage Chao and Steve Shen report for DigiTimes.
“Apple has asked chipset suppliers to prepare related chips for production of up to 200-250 million units of the iPhone 6, iPhone 6 Plus and Apple Watch, revealed the sources,” Chao and Shen report. “The strong order visibility for related chips for the iPhone6 devices also indicates that the wafer production at TSMC’s 8- and 12-inch fabs will remain tight in the first quarter of 2015, added the sources.”
Chao and Shen report, “The leadtime for wafer shipments has been running at 12-15 weeks recently and is unlikely to shorten for the time being, said the sources.”
Read more in the full article here.
I’m so glad that Apple is purchasing such a large quantity of wafers. They’re not just delicious and crunchy. They’re good for you too. I love them with either a cream or chocolate filling – they make the perfect snack.
Uh, wait a minute. Wrong wafers. Never mind.
This quip may be Brian, but it’s not particularly brilliant!
I totally agree. We gotta get rid of that Brian feller. I think he’s one of them commie pinko subversive types.
I like Brian’s quip. I’d like to call Samsung and tell them I have a client that wants to place a massive order for wafers. Then end the call as Brian did. On second thought…maybe Samsung makes durian flavored wafers.
HA HA!
Why Does the Durian Fruit Smell So Terrible?
Scientists examine what chemicals make the Asian fruit smell like “turpentine and onions, garnished with a gym sock”
Heyyyyyyyyy… I’ll have you know the durian is considered the King of Fruits and the smell is heavenly to its many fans. Having said that, you can have too much if a good thing so while I’ll happily consume durian any time of the year, I won’t transport any in my car as the smell does tend to linger… 😀
And… “They are water-thin!”
Apple orders 200-250 million chips. So does Rosie O’Donnell.
Samsung brings the dip.
Actually, they resemble tessellated Necco wafers.
yep. i agree with hannahjs. yep.
‘They’re good for you too. I love them with either a cream or chocolate filling.
Too many and you’ll look like a fatty in ‘Life of Brian’.
Well, the original poster is Brian, so it’s his life after all. 🙂
Hopefully the high orders are for anticipating actual units sold, and not to compensate for the higher-than-average failure rates of the iPhone 6 Plus manufactured that the factories experienced during the initial runs. Also hoping they managed to reduce those failure rates.
6-Sigma will fix it. Doesn’t that sound wretched?
What ‘failure rates’ would those be ‘Abrey’? Are you spreading FUD manure or do you have some data?
The iPhone Plus may affect the iPad Mini, but it will absolutely kills the rumored iPad Nano. I have been seeing leaked pictures of it for the last year, it looks just like the Plus.
It’s amusing how some analysts say this number is also priced into Apple’s current share price. Go figure.
FWIW – People on the AAPL Stocktwits feed were mentioning Dark Pools were in accumulation mode today.