Qualcomm, the chipmaker that supplies the 5G modems in all iPhones, on Wednesday unveiled the X75, its next-generation modem that will be the first to support 5G Advanced. This emerging cellular-wireless standard will give a speed boost to cellular-wireless networks and make mobile VR/AR more practical.
The X75 probably will be used in the iPhone 16 when it launches in 2024.
Although Apple’s December 2022 quarter was something of a disappointment, thanks to declines in revenue and profits, company executives accentuated the positives whenever possible during an earnings call with investors on Thursday.
Here are some upbeat developments coming out of Apple’s Q1 2023 financial results, including a significant milestone in active users and a big jump in iPad revenue.
Protests at a Foxconn plant in China where the two iPhone 14 Pro models are assembled will allegedly cut deeply into the supply of these handsets. Millions of units that would have been produced in 2022 without the protests supposedly now will not be.
Workers clashed with police during recent COVID-19 lockdowns at the plant, known as “iPhone City” due to its strategic importance to Apple.
This week on Cult of Mac’s podcast: The latest iPhone 15 rumors make it sound like we’re getting some major changes on the design front. And, while the switch from Lightning to USB-C sounds like a winner, Apple might pull one of its irritating tricks by making a handy feature exclusive to the iPhone Pro models next year.
Also on The CultCast:
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This is absolutely your last chance to get forgetful Eron’s ridiculous CultCloth deal! These are the only cleaning cloths you need!
Days after reports of Foxconn employees hopping fences and fleeing from their jobs, a report late Wednesday from Taiwan News says Apple’s biggest iPhone factory is now on “total lockdown.” These new restrictions may have a big impact on Apple’s sales during the crucial holiday period.
Foxconn, whom Apple contracts to manufacture the lion’s share of iPhones, Macs and other Apple products, has had employees stay in on-site dormitories in a “closed-loop system” to prevent COVID outbreaks. Employees have been complaining about the “increasingly unsafe and inhumane working conditions” of the dorms.
Three of the new iPhone 14 series models first reach customers on September 16, but not the iPhone 14 Plus. That’s on hold for three extra weeks.
Apple didn’t explain the delay, but an analyst has the likely reason why: Cupertino can’t get enough of a critical component.
Apple seemingly diversified its supply chain by adding a new component supplier for the iPhone 14 lineup. Chinese company SG Micro has acquired the necessary certifications to supply components for the high-end iPhone 14 Pro series.
The move comes as Apple looks to avoid disruptions in its supply chain due to external factors.
The lockdown in Shanghai and nearby regions, and China’s strict zero-COVID policy, have forced Apple to move some iPad production out of the country and to Vietnam for the first time.
The company already expects to take an $8 billion revenue hit in the ongoing quarter due to supply chain disruptions caused by the Chinese lockdowns.
Wait times for some Macs now stretch into August. Apple manufacturer Quanta Computer simply can’t assemble enough units to meet demand, as its workers revolt at lengthy COVID-19 lockdowns.
The delays caused by the lockdowns, enforced by the Chinese government in an attempt to control the spread of the highly transmissible disease, are not just irritating to customers, though. Apple predicts the problem will mean an $8 billion hit to its revenue.
New video out of China shows workers at a MacBook assembly plant in Shanghai fighting with security guards. The Quanta Computer employees have been forced to live at their workplace for weeks amidst COVID-19 lockdowns ordered by the Chinese government.
The workers apparently hoped to leave the facility to go shopping.
Everyone waiting for a new MacBook Pro to be delivered can take heart from a report that Quanta Computer has restarted assembling Apple notebooks. This comes after its assembly plant in Shanghai had been temporarily closed as part of the Chinese government’s attempts to slow the spread of COVID-19.
In the meantime, though, wait times for top-tier MacBooks now stretch into July.
People who ordered a top-tier MacBook Pro in February are being notified that it won’t be delivered until June. The delay results from COVID-19 lockdowns in China hampering notebook assembly.
New orders also face delays of several months, making a refurbished 2021 MacBook Pro a better option for some buyers.
Foxconn, Apple’s primary assembly partner for iPhones, has resumed production in its assembly plant in Shenzhen, China, as the city’s COVID-19 lockdown has partially lifted.
There’s a global semiconductor shortage, but Apple’s got a leg up on some of its rivals. According to a Tuesday report from Digitimes, Taiwan Semiconductor Manufacturing Company, the world’s largest chip fab, says it will prioritize Apple orders.
TSMC builds the A-series chips for iPhones, as well as the M1 chip for Macs and the latest iPad Pro. The company is currently working on the new A15 chips for this year’s iPhone refresh. Beyond that, it’s gearing up to produce next year’s A-series chips, which will be made with either a 4-nanometer or 3-nanometer process.
The coronavirus pandemic might be winding down in the United States, but it’s still wreaking havoc in other parts of the world. And that includes hammering Apple’s supply chain.
MacBooks and iPads could face severe delays later this year due to a global chip shortage. While Apple has done its best to insulate itself, the company is “not immune” from the “unprecedented supply crunch,” Nikkei Asia reports.
The lack of key computer components initially stemmed from factories shuttered at the start of last year due to the COVID-19 pandemic. Now, boosted demand resulting from “changing habits fueled by the pandemic” appear to have compounded the problem.
The iPhone 12 mini is looking more and more like the runt of the iPhone 12 litter — and not just because of its diminutive size.
While the iPhone 12 series reportedly has been a massive hit for Apple overall, the iPhone 12 mini hasn’t been along for the ride. On Wednesday, Nikkei Asia reported that Apple is “slashing its planned production of the iPhone 12 mini for the first half of this year.”
If you’ve ever wondered why Apple doesn’t do more manufacturing in the United States, a new report by Bloomberg offers a few answers. Covering the career of CEO Tim Cook, the article details the challenges of U.S. manufacturing, as epitomized by Apple’s Mac Pro factory in Austin, Texas.
“It was an experiment to prove that the U.S. supply chain could work as good as China’s, and it failed miserably,” a former senior manager is quoted as saying.
Cupertino is so ferociously secretive about having its name mentioned by suppliers that Gorilla Glass maker Corning uses a pseudonym for Apple inside the company — despite having worked on the iPhone since the very first model in 2007.
Apple can reportedly drag its feet when removing repeat labor violation offenders from its supply chain, a new report from The Information claims.
Cupertino supposedly postpones taking action when it has no other companies lined up to pick up the slack, or in other scenarios that would cause financial damage due to delays or higher costs.
Lens Technology, a Chinese company that makes glass for the iPhone, has allegedly made use of Uighur Muslim forced labor, according to a Tuesday report in The Washington Post.
Documents about the use of alleged forced labor were discovered by the Tech Transparency Project. The research organization detailed how “thousands of Uighur workers from the predominantly Muslim region of Xinjiang were sent to work for Lens Technology.”
The last thing you need when you’re a manufacturer trying desperately to deliver orders for Apple is to be hit with a ransomware attack. According to a new report, that’s exactly what happened to Compal, maker of MacBooks, over the weekend — when it was reportedly hit with a massive $17 million extortion attempt.
The firm says that it was simply an “abnormality” in its system, but Taiwanese media claims that it was a cyberattack. This has seemingly been backed up by the website BleepingComputer, which obtained the ransomware note.
Chinese LED chipmaker San’an Optoelectronics is reportedly making “better-than-expected” progress developing Mini LED technology it hopes will be used in Apple’s future Mini LED iPad and MacBook devices, a Tuesday report by Digitimes claims.
If all goes according to plan, San’an Optoelectronics will join Taiwanese LED chipmaker Epistar in producing the screen tech for Apple. It is expected to enter trial production by the end of this year and receive orders from Apple in 2022. Apple’s first Mini LED devices likely will debut in 2021.
Apple’s division of its supply chain into one part aimed at the China market and the other aimed at the rest of the world continues apace. The goal? Helping Apple get around rumbling trade tensions between the United States and China.
According to a Friday report from Digitimes, Apple is giving more orders to Chinese firms Luxshare Precision and BYD for the Apple Watch Series 6 and Wi-Fi iPad series, respectively.
Apple’s item location-tracking AirTags are already in production, claims a Nikkei report published Tuesday. This suggests that AirTags, which have been heavily rumored for months, are likely on the verge of launching.
AirTags can be attached to items like a keychain or luggage and then be easily located using the “Find My” app on iPhone. This tags will use ultra-wideband technology to accurately determine their location. Recently, sounds discovered in iOS code gave an indication of how the AirTag-finding process will work.