Shulou(Shulou.com)11/24 Report--

CTOnews.com, November 1, according to a report in Taiwan's Economic Daily, when the semiconductor economy was in the doldrums and TSMC was revising capital expenditure for the second time, it was reported that major customers in the 3nm process had temporarily cancelled their orders. as a result, TSMC slashed factory orders, up to 40% to 50%, covering recycled wafers, key consumables, equipment and other areas, as these suppliers were relatively small.

At the same time, it seems that Apple's iPhone 14 / Pro chip orders have also been affected.

Weibo blogger @ Mobile Chip Dazhen revealed today that "Apple is no longer available, slashing orders for TSMC's A16 and A15 processors, and repairing high-end Pro and Pro max". Here the high-end products should refer to this year's new products iPhone 14 Pro and iPhone 14 Pro Max.

In addition, the blogger also said, "the market situation of Android phones may be worse than that of iPhone. MediaTek's number of mobile phone chips in 2023 is 20% lower than that in 2022."

Recently, American investment bank Jeffery released a report that the weekly sales of iPhone in China are declining rapidly, which may indicate that Apple will face greater challenges. Prior to this, iPhone sales remained basically resilient in the global economic downturn.

CTOnews.com learned that Apple has asked Foxconn, Pegatron and Lixun Precision to switch the iPhone 14 / Plus production line to iPhone 14 Pro / Max, which is less demanding than the Pro model.

At the Far Out launch in September, Apple unveiled a series of new iPhone 14 products, the iPhone 14 and iPhone 14 Plus, which retained most of the designs of iPhone 13-including bangs grooves and A15 chips for mobile selfie cameras and Face ID sensors. IPhone 14 Pro and iPhone 14 Pro Max, equipped with "Smart Island" pill screens to display alarms and background activities, brighter display and AOD message screen display, A16 bionic chip, new color options, etc.

Guo Mingyi: Apple asked Pegatron / Lixun to switch the iPhone 14 / Plus production line to iPhone 14 Pro / Max.

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