Samsung likely sole supplier of advanced HBM3E chips to NVIDIA in 2024

NVIDIA needs high-bandwidth advanced memory chips, and a lot of them, since the astronomical demand for its AI semiconductors is only getting higher. Samsung has launched some powerful products to support that demand, and its focus on this segment of the memory semiconductor market might make it only supplier of HBM3E modules to NVIDIA this […]

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Samsung will be sole display driver supplier for OLED Apple iPad Pros

Apple is developing six new iPad models. Among them are 11-inch and 12.9-inch iPad Pros. The tech giant is said to offer both tablets with OLED displays, and Samsung Display is one of the two companies supplying OLED panels for those models, with the other company being LG Display. Now, we have some more information […]

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MicroLED Apple Watch Ultra Project Potentially Loses Another Supplier

The rumored microLED Apple Watch Ultra project may have lost another key supplier, according to Display Supply Chain Consultants CEO Ross Young. In a filing with the U.S. Securities and Exchange Commission on Monday, manufacturing equipment company Kulicke & Soffa said that one of its “strategic customers” has canceled a project related to the “advanced […]

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iPhone 15 OLED Supplier Still Plagued by Leaky Light Issues

Apple supplier BOE still can’t catch a break in its production of OLED displays for iPhone 15 models. According to a new report by DigiTimes, the Chinese-based manufacturer is still struggling to expand panel supply due to yield issues. Despite investing in panel research and development, BOE has continually struggled with yield rate problems, particularly […]

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Samsung Electronics severs ties with panel supplier BOE

Samsung Electronics has reportedly excluded BOE from its supply chain. BOE, a display manufacturer based in China and LCD supplier to Samsung, supplied 10% of the Korean tech giant’s TV panels in Q1 2023. However, in Q3 2023, Samsung’s Device eXperience (DX) division excluded BOE from its supply chain for TV and monitor panels. Furthermore, […]

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Samsung gets fourth battery supplier for the Galaxy S24 series

Last month, we learned Samsung partnered with three battery suppliers for the Galaxy S24 lineup. Well, for the Galaxy S24+ at least. They are Samsung SDI Vietnam, Ningde Amperex Technology Limited, and ELENTEC India. Now we hear of a new name – Navitasys India. Samsung Galaxy S23 Ultra According to the Korean certifying agency Safety […]

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A fourth Galaxy S24 battery supplier has entered the arena

Samsung appears to have employed a fourth battery supplier in anticipation of releasing the Galaxy S24 series early next year. We can’t recall a time when Samsung had four battery suppliers for its S-series flagship, but even if this isn’t the first time it happened throughout the lineup’s history, it is highly unusual. In September, […]

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Apple Supplier LG Invests in MicroLED Patents for Apple Watch Ultra Displays

Apple supplier LG has reportedly purchased multiple patents that could help it produce the displays for Apple’s rumored next-generation Apple Watch Ultra model with a microLED display. The Elec reports that the patents purchased from a Taiwanese company have to do with the “transfer printing process” in MicroLED, as well as MicroLED technologies related to […]

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Apple Supplier TSMC Delays Production of 4nm Chips at Arizona Factory Due to Skilled Worker Shortage

Apple supplier TSMC has been working on building a chip manufacturing plant in Arizona where it plans to manufacture chips for Apple, but mass production is set to be delayed because of a worker shortage. According to The Wall Street Journal, TSMC is finding it difficult to hire people with expertise in building semiconductor factories […]

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Apple Supplier TSMC Suffers Data Breach, Hackers Demand $70M

Apple supplier Taiwan Semiconductor Manufacturing Company today confirmed to TechCrunch that it recently suffered a data breach. TSMC is responsible for creating all of the A-series and M-series chips used in Apple devices. A TSMC spokesperson said that a “cybersecurity incident” caused data “pertinent to server initial setup and configuration” to leak, but TSMC customer […]

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MacBook Supplier Ramping Up Production as 15-Inch MacBook Air Rumored to Launch at WWDC

Apple supplier Quanta Computer is likely gearing up for new MacBooks, according to research shared by investment firm Morgan Stanley. In a research note on Friday, obtained by MacRumors, Morgan Stanley analyst Erik Woodring said Quanta Computer guided for high single-digit percentage growth in the number of notebooks it assembles in the second quarter of […]

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Apple supplier pretty much confirms the death of the iPhone 15 Pro’s solid-state buttons

The ongoing ‘will it / won’t it‘ saga of the rumored solid-state volume buttons on the iPhone 15 Pro is coming to a close. We have recently heard, multiple times from multiple sources, rumors about Apple canceling the project and reverting to normal, clickable buttons on its next-gen devices. Today a new bit of information […]

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Apple Supplier Seemingly Confirms iPhone 15 Pro Solid-State Buttons Cancellation

In a shareholder letter today, Apple supplier Cirrus Logic seemingly confirmed that iPhone 15 Pro models will no longer feature solid-state buttons. “That said, among the HPMS opportunities we have discussed, a new product that we mentioned in previous shareholder letters as being scheduled for introduction this fall is no longer expected to come to […]

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Apple Likely to Add Second Periscope Lens Supplier for iPhone 15 Pro Max

Apple is likely to bring on board another supply partner for the iPhone 15 Pro Max as it seeks to recruit an additional lens module specialist for the device’s new periscope camera. This year’s iPhone 15 Pro Max is expected to include a periscope camera system, in which light entering the telephoto lens is reflected […]

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Apple Car’s Self-Driving System Reportedly Advances, Could Use Sensors From iPhone LiDAR Supplier

Apple has made advancements with its self-driving system and could use LiDAR sensors from Wenmao, Economic Daily News reports. Apple has reportedly improved its vehicle project’s self-driving capabilities and is expanding testing. The self-driving system apparently heavily relies on LiDAR sensors, which Apple may source from Chinese supplier Wenmao – a supplier that already provides LiDAR […]

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Apple OLED Supplier Samsung to Start iPhone 15 Panel Production One Month Earlier Than Planned

Apple OLED supplier Samsung Display will start manufacturing OLED panels for the iPhone 15 series a month earlier than planned due to production problems with one of Apple’s other suppliers, according to a new report out of Korea. According to The Elec, Samsung will now begin manufacturing the OLED panels in May instead of June […]

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iPhone 15’s Dynamic Island Poses Production Difficulties for One Apple Supplier

Apple is expected to expand the Dynamic Island to all four iPhone 15 models released this year, but the integrated feature is making it difficult for one of Apple’s Chinese suppliers to produce the devices en masse, claims a new report. According to Korean-language website The Elec, China’s BOE is having problems with light leakage […]

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Apple Supplier Preparing to Begin Shipments of Lenses for Apple’s Upcoming AR/VR Headset

Wednesday January 18, 2023 11:29 pm PST by Sami Fathi An Apple supplier is looking to begin shipments of lenses to be used in Apple’s upcoming AR/VR headset as soon as next month, according to a report today by DigiTimes. The report states that Genius Electronic Optical (GSEO) will supply lens modules for Apple’s upcoming […]

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Major iPhone Display Supplier to Build $250 Million OLED Factory in Vietnam

Apple supplier BOE is in talks to rent dozens of hectares of land in north Vietnam to build a plant dedicated to making OLED display panels that will likely be used in future iPhones. The Chinese company is seeking to invest a total of up to $400 million on 100 hectares of land, half of […]

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Kuo: BOE can overtake Samsung to become the biggest iPhone display supplier by 2024

Samsung has the lion’s share of display orders for the current iPhone series – the company reportedly produces 70% of panels for both the iPhone 14 and 14 Plus (which use regular OLEDs) and the iPhone 14 Pro and 14 Pro Max (which use LTPO OLEDs). Meanwhile, rival BOE is only making 6.1” panels for […]

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