DigiTimes ▪ August 14, 2014
DigiTimes ▪ August 5, 2014
Samsung has been having some issues lately, reporting falling profits in the most recent quarter. Although most of this is due to shrinking growth in phone sales, where Apple continues to dominate in terms of profit share, Apple has also affected Samsung’s income from its microprocessor production business. With TSMC having exclusivity over Apple’s A8 production, to be used in the upcoming iPhone 6, Samsung’s outlook for ‘logic chips’ is also gloomy, as The Wall Street Journal highlights in a new report.
Samsung executives admitted on a recent conference call that the outlook isn’t so bright for this business.
“Sales and profitability from System LSI (logic chip business) worsened as demand from main customers continued to decline,” Robert Yi, Samsung’s head of investor relations said last week. His comments confirmed, albeit indirectly, how Apple’s gradual shift away from Samsung as a customer of microprocessors was eating into its profits.
DigiTimes ▪ July 24, 2014
Supply-chain rumors are can be unreliable sources at the best of times, but never more so than when they claim to offer insight into Apple’s strategic plans. DigiTimes is claiming that Apple will be launching the 4.7- and 5.5-inch models of the iPhone 6 separately “to avoid competition between the two models.”
The different timetables have been set as Apple does not want to repeat the mistake it made in 2013 when it launched the iPhone 5s and iPhone 5c simultaneously, said the sources.
Let’s take this one step at a time. First, what companies in the supply-chain know are how many orders have been placed with them for specific components. They don’t know what orders Apple may have placed with other suppliers for the same components, and they don’t even necessarily know in which product the parts will be used … expand full story
DigiTimes ▪ July 1, 2014
DigiTimes ▪ April 8, 2014
DigiTimes ▪ March 26, 2014
The Digitimes article offers no specifics on what the new MacBook Air will feature, aside from the Retina display. A forum poster (who has a track record of accuracy) from last week said that the new model of laptop would feature a fan-less design in an even thinner form factor than the current MacBook Airs’ enclosure.