episode micronet news (Text/Xiaoshan) According to the Economic Daily, rumors have been rampant recently that Apple’s spring conference will be postponed or moved online. After foreign investors slashed iPhone sales forecasts, there are rumors in the industry that Apple will reduce its support for TSMC AirPods The order quantity of chips has been reduced from the original 120 million to 90 million.
Usually, Apple holds a spring product launch at the end of March every year. The market expects Apple to release iPhone SE 2, new iPad Pro and new generation AirPods this year. However, as the COVID-19 epidemic spreads in the United States, and even European employees have reported confirmed cases, Macworld, a foreign media focusing on Apple, quoted sources as saying that Apple is worried about the spread of the epidemic affecting its spring product launch activities. Therefore changes are very likely to occur.
On the other hand, Apple has not confirmed the news that Apple has changed the time or format of the conference.
It should be noted that according to the latest data released by the China Academy of Information and Communications Technology, Apple iPhone shipments in China in February were only 494,000 units, a sharp drop of 60% from 1.27 million units in the same period last year.
With the sharp decline in iPhone sales and changes in the spring conference, industry insiders have begun to worry that the shipments of AirPods, which has always been a hot seller, may also have changes. The report pointed out that because Apple is worried about the global spread of the epidemic affecting economic activities, which will indirectly affect product sales, and its supply chain cannot fully prepare materials for assembly and production, the market has reported that Apple will cut orders for TSMC AirPods chips from the original 120 million units. to 90 million.
At the same time, industry insiders also pointed out that the mobile phone industry in particular will continue to benefit from the demand for 5G, and can still maintain high growth this year. If the epidemic can be controlled before the end of March, it is expected that the downward revision of AirPods orders will only be a short-term phenomenon and will have little impact on TSMC's performance. (Proofreading/Jurnan)
