Supply

Quality issues reportedly prompt Apple to cozy up to Samsung for iPad screens

Christian Zibreg ∙ August 7, 2013

It's no secret Apple's been working around the clock to decrease its reliance on Samsung for components. I'm also sure you know the two frenemies have been entangled in a complicated web of lawsuits the world over for two years. Now, various market repots have indicated Apple months ago showed Samsung the door by introducing other mobile display makers to the iPad supply chain, namely LG Display and Sharp.

In an interesting reversal, research firm NPD DisplaySearch said Wednesday it believed Samsung actually gained on the iPad screen supplier LG Display because Apple in April and June reportedly sourced more 9.7-inch iPad panels from LG Display than from Samsung...

Apple allegedly shifting iMac production from Quanta to Pegatron

Christian Zibreg ∙ August 5, 2013

If a new report by the somewhat reliable DigiTimes is to be taken at face value, then Apple may shift production of its all-in-one iMac desktop from the current manufacturer Quanta to Pegatron. Now, Pegatron already builds older iPhones, has reportedly been commissioned to build Apple's rumored plastic iPhone and used to make iMacs.

Nowadays most iMac orders are being fulfilled by Quanta, which also assembles the majority of MacBook Air and MacBook Pro notebooks...

Micron buys Apple’s memory supplier Elpida

Christian Zibreg ∙ Updated January 28, 2019

Micron Technology on Thursday informed investors it has completed its $2 billion acquisition of Elpida Memory, the third-largest maker of dynamic random access memory chips (DRAM) and an important Apple supplier. The rumored move was expected given Elpida's been struggling for some time amid heightening competition with SK Hynix and Samsung.

The struggling Japanese chip maker last summer filed for bankruptcy and has since been in talks to sell its business to U.S.-based Micron Technology Corp. Apple placed a huge order with Elpida ahead of the iPhone 5 production, indicating desire to maintain its bargaining power by keeping the memory maker running.

Elpida's memory products power Apple's latest iPhones and iPads and are also found inside Google's Nexus 7 and other non-Apple gadgets...

Apple taps U.S. university professors to advise Supplier Responsibility program

Christian Zibreg ∙ Updated May 16, 2018

As part of its never-ending efforts to improve working conditions at overseas plants where its devices are being assembled, Apple has enlisted help of eight professors from top U.S. universities to establish an academic advisory board for its Supplier Responsibility program.

The academics will provide guidance and advice to improve working conditions within Apple's worldwide supply chain and help provide "safe and ethical working conditions wherever its products are made"...

iPad to keep losing ground until new models arrive

Christian Zibreg ∙ Updated November 29, 2016

During the June quarter, sales of Apple's iPads declined fourteen percent from a year earlier. And as Mac and iPod shipments dropped, too, the iPhone stood out as Apple's lone booming product - the company sold twenty percent more handsets than a year earlier.

Analysts and suppliers now speculate iPad shipments will keep on falling due to stiff competition in the table sector and the aging lineup - at least until Apple's blockbuster Fall brings us an iPad 5, a cheaper iPad mini and maybe even a Retina iPad mini...

Ongoing challenges forcing Apple to buy Retina iPad mini screens from Samsung?

Christian Zibreg ∙ July 23, 2013

Run for years by the then op-chief Tim Cook, Apple's supply chain has become the stuff of the legend. Would-be watchers naively believe deciphering Apple's next move is as easy as keeping tabs on the chatter coming out of Asia's supply chain. Tim Cook, of course, begs to differ: on one of conference calls, Apple's boss cautioned investors against drawing conclusion from any one data point as the company's supply chain is a very complex beast.

So here's something for investors and fans to chew on: ET News reported Tuesday that Apple is considering tapping Samsung Display to produce low-power Retina screens for the upcoming second-generation iPad mini because AU Optronics (AUO) was unable to deliver. Samsung would presumably make the screens alongside LG Display, Sharp and perhaps Japan Display, according to a previous February 2013 report...

Apple reportedly ordering large amounts of touch panels for next-gen iPads

Christian Zibreg ∙ July 19, 2013

The somewhat reliable Taiwanese trade publication DigiTimes yesterday changed course to say a second-generation Retina iPad mini upgrade is in fact launching this Fall, contrary to previous reports by Economic Daily News and NPD DisplaySearch, which called for a 2014 launch.

And in another sign of production ramp-up, DigiTimes reports that Apple's touch panel suppler TPK is expecting its third-quarter performance to improve due to significant One Glass Solution (OGS) touch panel orders from Apple...

Suppliers say Apple ramping up iDevice chip orders

Christian Zibreg ∙ July 18, 2013

We've witnessed recently a mishmash of wildly unlikely predictions, genuine-looking iPhone 5S production shots, plenty of various other leaks and big media confirmations, all seemingly pointing to Apple flexing its manufacturing muscle ahead of upcoming new product launches.

Hot on the heels of this chatter, a Taiwanese trade publication chimed in Thursday claiming Apple's chips suppliers are seeing a boost in orders from Apple, which could be interpreted as another solid indication that the company is ramping up production as it gears up for the next iDevice refresh cycle...

Apple looking to add new Taiwanese suppliers to build 2014 iDevices

Christian Zibreg ∙ Updated October 27, 2016

According to the latest chatter, Apple of California is looking to introduce new Taiwanese suppliers to its supply chain in a bid to diversify manufacture of iOS devices beyond the current production partners Foxconn and Pegatron.

The development comes just as Foxconn reported better-than-expected June quarter earnings on increased sales of its TV set making business.

Meanwhile, a city in China's Henan Province is helping Foxconn increase its production capacity and inviting Apple to set up a domestic sales center...

‘Intensive delivery’ of budget iPhone parts reportedly underway, August availability

Christian Zibreg ∙ June 13, 2013

There's no escaping budget iPhone talk today. Reuters opened the morning discussion with a write-up calling for two large-screen iPhones in 2014 and citing sources insisting that an elusive less-pricey iPhone will get released later this year at a somewhat unbelievable price point of just $99.

Shortly after, the reliable Japanese blog Macotkara learned from its sources that the alleged budget iPhone will come in five colors borrowed from Apple's iPhone 5 bumpers: black, white, pink, orange and blue. A Chinese newspaper now seemingly corroborates the chatter, writing that a bunch of Taiwanese suppliers are now shipping parts ahead of the handset assembly...

New map graphic shows how massive Apple’s supply chain really is

Cody Lee ∙ Updated January 26, 2016

When you think about Apple's supply chain, the first—and only, for some—place that comes to mind is China. Images start propagating in the mind of oft-reported impoverished plants with thousands of factory workers building iPhones and iPads. But there's much more to it.

The truth is, Apple's supply chain is far more expansive, reaching all the way around the globe. As this new interactive map shows, the company receives components from suppliers, and production support, from the United States, Australia, Brazil and several other places...

Sharp said to be cutting production of 9.7-inch iPad screens

Cody Lee ∙ Updated January 26, 2016

Reuters has issued a report this morning claiming that Sharp is cutting down production on iPad screens. The outlet cites two industry sources, who say the corp. has nearly halted manufacturing of 9.7-inch screens for the tablet at its Kameyama plant in Japan.

It's not clear how much of the slowdown is due to seasonal changes in demand, or cannibalization, thanks to a rising consumer interest in Apple's iPad mini. But regardless, this is still the second report of the Cupertino company cutting part orders this week...