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New Reports point to the Winners in Apple's Key Product Supply Chain for 2019

1 X Cover TSMC 7nm EUV

 

Patently Apple posted a report in October titled "TSMC Expected to be the Sole Supplier of Apple's 2019 A13 Processor based on 7nm with EUV beating out Samsung." The report further noted that "TSMC is also expected to introduce the industry's first commercially-available 7nm EUV process in 2019.

 

Today Digitimes is confirming what Patently Apple fans have known for months. TSMC will remain the sole iPhone chip supplier in 2019: "TSMC will be the exclusive supplier of Apple's custom-designed chips dubbed the A13 that will power the 2019 series of iPhones. The foundry is scheduled to enter volume production of the chips built using 7nm process technology including an enhanced version with EUV in the second quarter of 2019, according to sources familiar with the matter."

 

A second report from Digitimes today covers some of the other winners for Apple's business are in a report title "Apple supply chain: Mixed shipment prospects seen for Mac, AirPods, Apple Watch."

 

  • MacBooks: 80% from Quanta, 20% from Foxconn
  • Apple Watch: Quanta and Compal Electronics the main two suppliers.
  • AirPods: Main supplier Inventec with Luxshare Precision a distant second supplier

 

For more details, read the fulll Digitimes report here. Note that links to reports on Digitimes are only valid for a few weeks at most before going behind a pay wall.  

 

10.1 Supply Chain News & Rumors

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