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iPhone sales decline Apple supplier foundry to find Android camp orders

via:博客园     time:2019/3/19 10:04:35     readed:159


Netease Technology News, March 19th news, according to foreign media reports, a supply chain research report released on Monday said that in the decline of Apple iPhone sales, optical lens design and manufacturer Largan and chip foundry Many Apple suppliers, such as TSMC, are working on diversification of order channels.

According to sources from DigiTimes, Da Liguang is producing fingerprint recognition lens modules and 3D sensor lenses. The company is looking for orders from Samsung Electronics, Huawei and Xiaomi. In 2018, despite the company's profit decline, its earnings per share remained at a high of $ 5.90.

TSMC foundry to produce Apple's A-series processors, and the company warned that its growth will slow this year in the overall market for semiconductors and foundry. It is estimated that during 2017 and 2018, Apple's orders accounted for 22% of TSMC's revenue, up from 17% in 2015 and 2016. It is expected that Qualcomm will become TSMC's processor foundry business customer later in 2019. This is significant because many Android devices use Qualcomm's modem chips and Snapdragon processors. Due to global legal disputes, Qualcomm has been excluded as a modem chip supplier used by Apple.

Sources also said that Foxconn and Pegatron, two of Apple's leading OEM partners, are also trying to attract more non-Apple external businesses.

In the quarter of December last year, iPhone sales fell 15% year-on-year, and revenues were billions less than Apple's original expectations. The company mainly blamed the Chinese market for the decline in sales, but also mentioned factors such as discounted battery replacement.

At present, the sales status of the iPhone is still not clear. Investment bank Morgan Stanley analyst Katy · Kati Huberty said that China's demand is "recovery". But other researchers have pointed out that Apple's supply chain is not performing well, which proves that Apple's iPhone sales have a long way to go. The industry generally believes that iPhone sales growth will not recover until the new iPhone is released this fall.

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