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Chip and component suppliers in the iPhone supply chain are less confident about the initial stocking volume of Apple's forthcoming smartphones, according to industry sources.
MediaTek is expected to integrate an Nvidia GPU into its next-generation flagship mobile processor as early as 2024, according to industry sources.
As low-earth orbit (LEO) satellite network operators worldwide step up satellite launches, Taiwan-based suppliers of LEO components are waiting for a new wave of relevant orders. Sources in the supply chain have already noted an increase in inquiries, beginning in 2023.
As Wistron is reportedly on its way to selling its Indian manufacturing facility to Tata Group, a consulting firm estimates that the Indian conglomerate may receive a small portion of iPhone 15 orders expected to be launched later in 2023, potentially making Tata the first Indian iPhone assembler.
China-based smartphone brands' shipments are expected to make a recovery in the second quarter, stimulated by robust demand from the 618 shopping festival, with an on-year decline to also shrink to less than 10%, according to DIGITIMES Research's latest figures from the China smartphone industry report.