Supply Chain


Foxconn Eases China Factory Restrictions

by Bob Raikes

What They Say Foxconn has ended most of the restrictions on its factory in Zhengzhou, China including the “point-to-point” system, in which employees had to restrict daily movements to between their dormitories and the campus.  …

Tags:Apple| Covid-19| Foxconn (Honhai)| Supply Chain

DSCC Downgrades Display Capacity Growth

by Bob Raikes

What They Say DSCC said that for the fourth consecutive quarter it has downgraded it display capacity forecast as more delays and cancellations are recognised in the face of weak demand and poor pricing. …

Tags:Display Supply & Demand| Forecasts| Large LCD Supply| Market Data| Supply Chain

Apple to lose 6 Million iPhone 14 Pros

by Bob Raikes

What They Say Bloomberg quoted “a person familiar with assembly operations” as saying that Apple’s iPhone 14 Pro shipments could fall short by 6 million units after the disruption in Zhengzhou, China that we …

Tags:Apple| China| Foxconn (Honhai)| Smartphone Market| Supply Chain

Q3’22 Flat Panel Display Financials Highlight Wide Gap Between LCD and OLED

by Milos Pavlovic

What They Say In its blog (registration required), DSCC highlighted the difference in financial results between LCD and OLED makers, with an increasing ‘chasm’ between OLED-focused makers and those making LCDs. Q3 was the …

Tags:BOE| Display Supply & Demand| Financial Data| LG Displays (LGD)| Samsung Display| Supply Chain

Tablet Shipments rise over 20% sequentially in 3Q22

by Bob Raikes

What They Say Digitimes Research said that tablet shipments rose 20% to 38.4 million units with increased orders from Apple. Apple and Samsung accounted for nearly 60% of volume in Q3 (Apple was 38.2%). …

Tags:Market Data| Supply Chain| tablets

Top-5 notebook brands see shrinking shipments in October

by Bob Raikes

What They Say Digitimes Research reported that the combined shipments in October from the top five notebook brands (excluding Apple) were down 13% from September and nearly 40% down on last year. Lenovo went past …

Tags:Large LCD Supply| Market Data| Notebooks| ODMs & OEMs| Supply Chain

Too Late for Christmas iPhone 14 Pro and Pro Max

by Bob Raikes

What They Say Hat-tip to Macworld for pointing out that the iPhone 14 Pro and Pro Max supply issues mean that it’s now too late to get one of those models in time for …

Tags:Apple| iPhone| Smartphones| Supply Chain

LG Display starts to ship LTPO AMOLED displays to Apple

by Bob Raikes

What They Say ETNews reported that LG Display has now started shipping LTPO AMOLED displays to Apple, breaking what has up to now been an exclusive deal with SDC.  What We Think In its …

Tags:Apple| BOE| Flexible Displays| LG Displays (LGD)| LTPO TFT| OLEDs| Samsung Display| Smartphone Market| Supply Chain

Samsung To Reduce Vietnam Smartphone Production

by Milos Pavlovic

What They Say ETNews said that Samsung is looking to further diversify its smartphone production geographically and may reduce the proportion of its smartphone production in Vietnam from 50% this year to 40% in …

Tags:Samsung| Smartphone Market| Smartphones| Supply Chain

LCD TV Panel Prices Hit Bottom in September, Rebounding in Q4

by Bob O'Brien

After fifteen months of decreases, LCD TV panel prices finally hit bottom in September 2022 and prices for several sizes increased in October. We now expect to see a modest increase in prices through …

Tags:Display Supply & Demand| Large LCD Supply| LCD Panels| Pricing| Supply Chain

Apple Pushes Pegatron to India for iPhone Assembly

by Bob Raikes

What They Say Bloomberg has reported that Apple is pushing Pegatron to assemble iPhone 14 models in India as it seeks to diversify away from production in China. Foxconn already assembles some units of the …

Tags:Apple| India| iPhone| Smartphone Market| Supply Chain