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

Thanks to CTOnews.com netizen South China Wu Yanzu for the clue delivery! CTOnews.com April 3 news, since this year, consumer electronics overall performance is weak, supply chain control ability strong manufacturers naturally to strictly control inventory. According to TheElec, Apple suspended production of the M2 series chips in January due to a significant decline in MacBook demand.

▲ CTOnews.com Note: Apple M2 MacBook Air It is said that the M2 chip is completed by flip chip packaging, which is processed by TSMC and then handed over to the core packaging manufacturers (Amkor and STATSChipPAC Korea). The two Korean outsourcing semiconductor packaging and testing (OSAT) companies eventually packaged it into complete chips.

However, the two factories did not receive the 5nm wafer of Apple M2 chip for packaging test in the first two months of this year, so they are basically in a state of shutdown. Production of M2 series processors resumed in March, but production was only half that of the same period last year.

In February, Apple warned the PC market of a "challenging" situation on its earnings call for the first quarter of 2023. At the time, the company expected Apple Silicon (including M2) to face short-term difficulties, with its Mac business recording $7.7 billion in revenue in the first quarter, down 30% from a year earlier, and expected Q2 revenue to continue to decline.

Of course, the 2022 iPad Pro also carries the M2 chip, but it is mainly the new MacBook Pro, Mac mini models and the latest MacBook Air.

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