According to a recent report by Taiwanese media DIGITIMES, TSMC's production capacity will decline in the future as its three major customers, Apple, AMD, and NVIDIA, have reduced orders. Reports indicate that mass production of Apple’s iPhone 14 series has begun, but the target

2024/05/1412:59:33 technology 1582

According to a recent report by Taiwanese media DIGITIMES, TSMC's production capacity will decline in the future due to Apple, AMD, and Nvidia's three major customers cutting orders. Reports indicate that mass production of Apple’s iPhone 14 series has begun, but the target shipment of the first batch of 90 million units has been reduced by 10%.

According to a recent report by Taiwanese media DIGITIMES, TSMC's production capacity will decline in the future as its three major customers, Apple, AMD, and NVIDIA, have reduced orders. Reports indicate that mass production of Apple’s iPhone 14 series has begun, but the target  - DayDayNews

Source: Internet

Regarding this, on July 2, Tianfeng International Securities analyst Ming-Chi Kuo posted on social media that the rumored TSMC iPhone 14 order reduction of 10% is inconsistent with its investigation, and maintained the Apple iPhone 14 series. Shipment forecast for the second half of this year is 100 million units for components and 900 billion units for EMS.

Ming-Chi Kuo said that slight adjustments (single-digit increases/decreases) to Apple's iPhone shipment forecasts are common, including new models before mass production; before launching new models and confirming actual market demand/feedback, Apple usually does not significantly change its shipment forecast for new iPhones (double-digit increases/decreases); if supply chain issues lead to significant changes in new iPhone shipment plans before mass production, Apple will usually delay rather than Cut orders.

According to a recent report by Taiwanese media DIGITIMES, TSMC's production capacity will decline in the future as its three major customers, Apple, AMD, and NVIDIA, have reduced orders. Reports indicate that mass production of Apple’s iPhone 14 series has begun, but the target  - DayDayNews

Source: Social media

In addition, Ming-Chi Kuo also pointed out that the above situation also applies to other Apple products.

[Source: Jiweiwang]

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