fel216 : Apple to raise iPhone production by 20% this year
not sure how important this sort of news is these days for Aixtron but I remember that Apple Supply Chain news used to be important, so I rather post it.
There is also mention of miniLED screens for MacBook Pro - not sure if that is Aixtron relevant either.
Anything else to read into this news from Aixtron perspective? Anybody got a clue? @CWL, Baggo etc?
Bloomberg Article from Today:
By Debby Wu and Mark Gurman
(Bloomberg) -- Apple Inc. has asked suppliers to build as
many as 90 million next-generation iPhones this year, a sharp
increase from its 2020 iPhone shipments, according to people
with knowledge of the matter.
The Cupertino, California-based tech giant has maintained a
consistent level in recent years of roughly 75 million units for
the initial run from a device?s launch through the end of the
year. The upgraded forecast for 2021 would suggest the company
anticipates its first iPhone launch since the rollout of
Covid-19 vaccines will unlock additional demand. The next
iPhones will be Apple?s second with 5G, a key enticement pushing
users to upgrade.
This year?s update will be more incremental than last
year?s iPhone 12, emphasizing processor, camera and display
improvements, the people said, asking not to be named as the
plans are not public. Apple is planning updates to all of the
current models, spanning the 5.4-inch and 6.1-inch regular
versions and the 6.1-inch and 6.7-inch Pro models. The phones,
codenamed D16, D17, D63, and D64, are all expected to be
announced in September, earlier than last year?s October
introduction partly thanks to the supply chain recovering.
At least one of the new versions will have an LTPO (low-
temperature polycrystalline oxide) display capable of
alternating its refresh rate based on the content being shown.
Apple has used this technology in the Apple Watch for several
years, allowing the screen to be slower in certain situations --
such as the Always On mode -- to extend battery life. Oppo,
OnePlus and Samsung Electronics Co. already have LTPO screens in
their flagship phones. The new iPhones with LTPO displays will
also use IGZO (indium gallium zinc oxide) technology for
improved power efficiency and responsiveness.
Read more: Apple Considers Foldable iPhone; Minor Changes
Planned for 2021
While the design of the new Apple phones will remain
largely unchanged, the company plans to reduce the size of the
front-facing camera and face unlock sensor cutout, or notch, to
better match its rivals. The company hopes to eventually remove
the notch entirely in a future version of the iPhone and is
likely to shrink its size further next year.
An Apple spokesperson declined to comment.
Apple?s camera upgrades will put the focus on more advanced
video recording features such as improved optical zoom. An
upgraded system-on-chip, built around the same six cores as the
current A14 chip, will also be included. The company has tested
an in-display fingerprint scanner for this year?s devices,
however that feature will likely not appear on this generation.
What Bloomberg Intelligence Says
Apple?s building on strong momentum from the iPhone 12
release in 2020 and may continue to benefit from 5G smartphone
upgrades and an overall improved smartphone market to follow
that up with another strong release. Still, the growth expected
in the initial production ramp is skewed by the fact that the
iPhone 12 released later than normal in 2020, while the next
iPhone is expected back to the normal late September release
-- Matthew Kanterman, analyst
While Apple has asked suppliers to build up to 90 million
units, the actual number could be a few million units shy of
that target, one of the people said. Huawei Technologies Co.?s
sanction-stricken smartphone business is a major factor for
Apple?s increased shipment orders, according to another person
familiar with the strategy.
The ongoing chip shortage that has undermined operations
across several global industries is not expected to affect the
production of upcoming iPhones, some of the people said. Apple
is key chipmaker Taiwan Semiconductor Manufacturing Co.?s
biggest customer and its outsize orders make the launch of a new
iPhone an annual event that suppliers across Asia plan for
months in advance.
TSMC shares rose as much as 1.3% after the report of
Apple?s upgraded output plans. Among other supply partners,
fellow Taiwanese connector and power-pack maker Cheng Uei
Precision Industry Co. climbed as much as 9% and lens maker
Largan Precision Co. was up as much as 2.4%. Japanese electronic
component makers Alps Alpine Co., up as much as 3.5%, and
Renesas Electronics Corp., rising as much as 2.6%, were also
positively affected. Apple profit estimates were raised at
Chinese assembly partner Luxshare Precision Industry Co. is
set to have a bigger role this year after it acquired iPhone
assembly facilities from Wistron Corp.
Read more: Apple Grooms First Mainland China IPhone Maker
While U.S. Tensions Flare
Assembler Hon Hai Precision Industry Co. will dominate
orders for the 6.7-inch Pro Max model and split the 6.1-inch Pro
with Luxshare and the 6.1-inch regular iPhone with Pegatron
Corp. Pegatron is expected to make all the 5.4-inch units.
Beyond the new iPhones, Apple is preparing several other
products for later this year, including new MacBook Pro laptops
with custom Apple chips, redesigned iPad mini and entry-tier
iPad models and Apple Watches with updated displays. Apple plans
to kick off production of the new MacBook Pro in the third
quarter after facing some issues related to MiniLED screens that
also challenged the launch of the latest iPad Pro.
To resolve the MiniLED supply issue, Apple has recruited
Luxshare to split orders for an essential MiniLED component for
the new MacBook Pro with Taiwan Surface Mounting Technology
Corp., which earlier dominated the orders for the component for