Engineering Validation and Testing for Apple's 5G iPhone will be concluded by the end of June with Volume Production to begin in July & more
UPDATE: 5:50 a.m. PST: The second graphic in our report has been corrected covering 5G iPhone Production
In a new supply chain report posted today we learn that Apple is expected to complete its second-phase engineering validation and testing (EVT 2) for its upcoming 5G iPhone series by the end of June, paving the way for volume production in July, according to industry sources. The limited news is from Digitimes as noted below. The rest of the report is behind an expensive paywall.
In a second Digitimes report they noted that MediaTek is expected to see strong demand for its 5G smartphone chips from Chinese vendors in second-half 2020, as the handset market starts recovering. Apple's upcoming iPhones reportedly will start volume production in July, injecting momentum into the 5G phone market.
The second report further noted that TSMC is now seeking higher subsidies for their future Arizona plant from the US government. Company executives has stated that the subsidies are needed to run the US fab at costs on about similar levels of TSMC's Taiwan-based plants. TSMC chairman Mark Liu at a press event right after the company's shareholders meeting on June 9.