Contract electronics manufacturer Wistron Corp (緯創) has not been chosen to assemble the trio of new iPhones set to be launched later this year, Fubon Securities Co’s (富邦證券) survey of Apple Inc’s supply chain showed.
Following setbacks in production yield rates in March, the US technology giant has ruled out Wistron and tapped Hon Hai Precision Industry Co (鴻海精密) and Pegatron Corp (和碩) to assemble the new models, the Chinese-language Apple Daily quoted Fubon Securities analyst Arthur Liao (廖顯毅) as saying.
Hon Hai has been selected to assemble the bulk of the new iPhones, including all of the premium 5.8-inch OLED model and 90 percent of the 6.5-inch OLED phones, as well as 75 percent of the 6.1-inch LCD model, with the remainder given to Pegatron, the report said.
The lower-priced LCD model is to be pivotal in determining market reception for Apple’s smartphone lineup, Liao said, adding that a total of about 83 million units are to be ordered.
While the US$999 starting price tag for last year’s iPhone X drew criticism, Liao said that the 6.1-inch LCD model would be priced at about US$799, lower than the NT$28,900 price for the 5.5-inch iPhone 8 Plus listed on Apple’s Web site.
The budget 6.1-inch model would have nearly all of the same materials as the iPhone 8 Plus, and would cost about US$275, Liao said.
While a 3D sensing module and a bigger display would add US$20 and US$5 to the production cost of the LCD model respectively, its main rear camera would be US$15 cheaper than that of the iPhone 8 Plus, Liao said.
In addition, the new model’s LCD display would not include pressure-sensitivity features, saving US$10 and canceling out the difference in cost, he said.
Meanwhile, local media have reported that Wistron has begun mass production of Apple’s older iPhone 6 series at one of its production plants in India to meet domestic demand there.
Intel Corp yesterday said it has placed its first order with ASML Holding NV to purchase the semiconductor industry’s first TWINSCAN EXE: 5200 system, as the US chip giant aims to compete with Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) in advancing to 2-nanometer process technology. The Dutch semiconductor equipment maker’s TWINSCAN EXE:5200 system is an extreme ultraviolet (EUV) high-volume production system with a high numerical aperture (NA) that can produce 220 wafers per hour, more than the 150 wafers that its previous generation TWINSCAN EXE:5000 system can handle. ASML aims to launch the new system in 2024. ASML president and chief
MediaTek Inc (聯發科), the world’s biggest 5G chip supplier, saw its ranking rise by one notch to No. 7 last year among world semiconductor vendors, as it benefited from the rapid 5G smartphone uptake in China after Huawei Technologies Co (華為) was forced to exit the market, Gartner Inc said in a report yesterday. MediaTek’s revenue soared 58.8 percent to US$17.45 billion last year from US$10.99 billion in 2020, outpacing the global semiconductor industry’s growth of 25 percent, according to Gartner’s tally. That gave MediaTek a 3 percent market share. The Hsinchu-based chip company ranked No. 8 in 2020, behind Texas Instruments
South Korea’s antitrust watchdog yesterday fined 23 domestic and foreign shippers a combined 96.2 billion won (US$80.84 million) for price-fixing, including three Taiwanese container shippers — Evergreen Marine Corp (長榮海運), Yang Ming Marine Transport Corp (陽明海運) and Wan Hai Lines Ltd (萬海航運) — the Central News Agency and Japan’s Nikkei Asia reported. Korea Marine Transport Co and Sinokor Merchant Marine Co instigated the collusion by raising freight rates for routes between South Korea and Southeast Asia, China and Japan, and they were later joined by other foreign and domestic firms, the Korea Fair Trade Commission said, citing the results of an
Citigroup Inc, which has been shedding some of its retail operations as part of a global revamp, is in advanced talks with Fubon Financial Holding Co (富邦金控) for a sale of its China consumer business, people familiar with the matter said. Taipei-based Fubon has emerged as the likeliest buyer after outbidding rivals, and the two lenders are negotiating the terms of a potential transaction, the people said, asking not to be identified as the information is private. They are aiming to sign an agreement in the next few weeks and the assets could be valued at about US$1.5 billion, the people said. A