5. Supply Chain News & Rumors

While TSMC is confident about delivering 2nm chips on Schedule for 2025, both Samsung & Intel are planning for 1nm chips by 2026-27

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Apple's Chief Operating Officer Jeff Williams recently met with TSMC's President Wei Zhejia to discuss AI Chips for next-gen devices & more

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Samsung is working on new hinges and thicker Ultra Thin Glass for for next-gen Foldable Devices to reduce wrinkles in the crease, an Apple requirement

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Apple Supplier ASE has won Exclusive orders for the iPhone 16's Capacitive Touch Buttons that replace Physical Buttons

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TSMC's President confirmed yesterday that their 2nm processor design that uses Nanosheet technology for the first time has been Finalized

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Apple in advanced talks with a Tata Group Company to assemble and possibly manufacture sub-components for iPhone camera modules

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New 2024 MacBooks will be powered by Apple's next-gen M4 Processors highlighting AI while new Desktops will be updated throughout 2025

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Apple Supplier TSMC was awarded $11.6 Billion in U.S. Grants and Loans to construct a Third Factory in Arizona focused on 2nm processors

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A new rumor report from Mark Gurman points to a possible future Apple TV with built-in Camera, Home Robotics, iPad, Spatial Personas+

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Apple iPhone assembler Hon Hai (Foxconn) sales fall due to iPhone slump & MacBooks are running Low in Indonesia due to Import Curbs

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A rumor report has suggested that Apple Pencil could gain a new "Squeeze" Gesture that first appeared in a 2022 patent filing

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Apple Supplier Qorvo has outsourced Wireless Chips to United Microelectronics Corporation for iPhone 16 Antenna Modules

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Apple and China's Baidu could partner to deliver Generative AI services for iPhone 16 sold in China if the Ministry of Commerce Approves

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Korea's SI Flex, a Flexible Circuit Board company, has entered Apple's Supply Chain for iPhone 16 as a secondary supplier

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Apple has held talks with Google to use their Gemini AI Engine for iPhone and more

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It's being reported that Apple is in talks to build Google's Gemini artificial intelligence (AI) engine into the iPhone, according to Bloomberg News, citing people familiar with the situation.

Apple is preparing new capabilities as part of its upcoming iPhone iOS 18 based on its own homegrown AI models, but it is seeking a partner to power generative AI features, including functions for creating images and writing essays based on simple prompts, the report said.

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The two parties haven't decided the terms or branding of an AI agreement or finalized how it would be implemented, Bloomberg said, adding it was unlikely that any deal would be announced until June, when Apple plans to hold its annual Worldwide Developers Conference.

Google also partnered with Samsung in January to deploy multiple generative AI technology products in the South Korean firm's Galaxy S24 series of smartphones

Apple also recently held discussions with the Microsoft -backed OpenAI and has considered using its model, the report added. For more read the full Bloomberg report.  

10.0F0B - Rumors


At a conference this week, Market Researcher Omdia talked about Apple's Plans for OLED Displays, Foldables & Under Display Cameras

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Samsung confirms installation of new equipment that will produce OLED panels made with a two-stack tandem structure for future MacBooks+

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Apple Plans to open a new Shenzhen Laboratory later this year to enhance its testing & research capabilities for iDevices, Vision Pro+

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A new Supply Chain report claims that Apple's 2025 iPhone 17 may introduce the higher end LTPO OLED to all Four Models

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A new supply chain report hints that Apple Supplier Pegatron is building a new plant in India to make PC's and likely Macs+

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While Apple has many patents on record on a potential smart ring, Bloomberg now thinks Apple is paying attention to this new accessory

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A new Supply Chain Report claims that Apple's Foldable iPhone project is still in-the-works with Vision Pro team members now on board

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