Apple Supplier Targeted in Cyberattack One of Apple's Chinese assemblers suffered a significant cyberattack earlier this month, DigiTimes reports. The cyberattack may have compromised sensitive production-line information and manufacturing data linked to Apple, and the scope of the breach and its operational impact is unclear. Sources quoted by DigiTimes indicate that the issue has been addressed, but that internal evaluations are ongoing to determine whether there were losses or disruptions tied to the incident.

Apple Supplier Targeted in Cyberattack One of Apple's Chinese assemblers suffered a significant cyberattack earlier this month, DigiTimes reports. The cyberattack may have compromised sensitive...

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Anticipated Surge in Data Center AI Chip Packaging from 2025 to 2030 The demand for AI chips tailored for data centers is projected to rise significantly by 2030. Insights highlight key trends in AI technology and market dynamics.

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Advanced Packaging: The Key to Transforming AI Chip Performance in the Data Center Era As the semiconductor industry evolves, advanced packaging emerges as a crucial factor in enhancing AI chip capabilities. Discover insights from DIGITIMES analyst Tony Huang.

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iPhone Air Flop Sparks Industry Retreat From Ultra-Thin Phones Apple's disappointing iPhone Air sales are causing major Chinese mobile vendors to scrap or freeze their own ultra-thin phone projects, according to reports coming out of Asia. Since the ‌iPhone Air‌ launched in September, there have been reports of poor sales and manufacturing cuts, while Apple's supply chain has scaled back shipments and production. Apple supplier Foxconn has reportedly dismantled all of its production lines for the ‌iPhone Air‌, while Luxshare, another supplier, stopped production at the end of October. As a result of the device's poor reception among consumers, rival smartphone manufacturers including Xiaomi, Oppo, Vivo, and others have either canned or adjusted their development plans for Air-style models, and reallocated eSIM solutions intended for the devices to other production lines. Xiaomi reportedly planned a "true Air model" to rival Apple's offering, while Vivo targeted thinness within its mid-range S series. Both companies are now said to have halted related projects but have yet to officially comment. Apple relied on the iPhone Air's new look to generate excitement – it's the first major redesign of the iPhone since the iPhone X introduced Face ID and an all-display front in 2017. However, achieving a super-thin 5.6 mm profile required trade-offs. The iPhone Air uses a smaller battery and a single rear camera, yet still carries a premium price. Starting at $999, it seems too expensive for what many buyers view as style over substance. It sits only $100 below the $1,099 iPhone 17 Pro, which offers a triple-lens camera system and far better battery life. The tepid consumer response is also said to have forced Apple back to the drawing board: a report from _The Information_ claims Apple has delayed the second-generation iPhone Air while it redesigns the device to potentially fit in a second camera and improve battery life. Apparently it's been a similar story for Samsung's Galaxy S25 Edge, the Korean company's equivalent ultra-thin offering. Samsung has reportedly cancelled the Galaxy S26 Edge and halted the production of the Galaxy S25 Edge, owing to poor sales. (Via _DigiTimes_.) Tag: DigiTimes This article, "iPhone Air Flop Sparks Industry Retreat From Ultra-Thin Phones" first appeared on MacRumors.com Discuss this article in our forums

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Three Key Battlefields Driving Transformations in Global Tech Supply Chains Discover how the rapid growth of AI and changing market dynamics are reshaping semiconductor and electronics supply chains globally.

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Report: Apple Demanding Suppliers Switch to Robotics for Manufacturing Apple is significantly accelerating the rollout of automation and robotics across its manufacturing supply chain, _DigiTimes_ reports. While Apple has advocated for increased automation in supplier facilities for over two years, sources familiar with the matter say that Apple now requires automation as a standard prerequisite for awarding manufacturing contracts. This is said to be part of a broader effort to minimize labor dependency, stabilize product quality and uniformity across different facilities, and reduce long-term production costs amid ongoing supply chain diversification away from China. Apple's alleged automation mandate spans all major product categories, including the iPhone, iPad, Mac, and Apple Watch. Apple now purportedly expects suppliers to fund their own automation upgrades rather than rely on Apple to finance or subsidize the necessary capital equipment. This policy change diverges from Apple's previous approach, where the company frequently invested in tooling and machinery for contract manufacturers to meet its specifications. The financial burden of this new automation requirement is apparently already impacting supplier margins. High initial capital expenditure, coupled with operational disruptions during integration of robotic systems, has reportedly strained profitability for some suppliers. Apple still continues to assist suppliers in areas related to environmental responsibility. The company's 2030 target to achieve carbon neutrality across its entire supply chain includes direct support for upgrading to energy-efficient equipment and more sustainable materials. Apple ostensibly hopes that increased use of robotics will help standardize processes, digitize inspections, reduce the impact of labor shortages and political instability, implement consistent processes for new suppliers, and mitigate the challenges of maintaining consistent build quality when production is increasingly split across multiple countries. Tag: DigiTimes This article, "Report: Apple Demanding Suppliers Switch to Robotics for Manufacturing" first appeared on MacRumors.com Discuss this article in our forums

Apple Watch Reportedly Set to Receive 'Significant Redesign' Next Year At least one new Apple Watch model launching next year will feature a "significant redesign," according to Taiwanese supply chain publication _DigiTimes_. In a paywalled report this week, citing supply chain insiders, _DigiTimes_ claimed that a high-end 2026 Apple Watch model will feature "exterior design" changes, with "eight sensors arranged in a ring pattern visible through a glass cover on the watch's underside." Earlier this year, images of an alleged Apple Watch Series 10 prototype surfaced, and the device had a never-before-seen ring with eight white lines in it. It is unclear if that is the same ring that _DigiTimes_ is referring to, but it seems similar, so perhaps it is still coming on the Apple Watch Series 12 and/or Apple Watch Ultra 4 next year. _An alleged Apple Watch Series 10 prototype (Image Credit: @StellaFudge)_ More sensors would make sense, as the Apple Watch continues to get more health features. For example, Apple has reportedly been testing a feature that could alert you to signs of high blood pressure. This feature was first rumored well before the Apple Watch Series 10 launched, but Apple continues to face development challenges. It is unclear if the feature will be ready in time for the Apple Watch Series 11 next month. Beyond sensors, _Bloomberg_ 's Mark Gurman once reported on the possibility of a redesigned Apple Watch with a thinner case and a magnetic band system. While the Series 10 is the thinnest Apple Watch ever, the magnetic band system has still never materialized. The report also says the Apple Watch Series 11 will support Apple Intelligence, enabling smarter health management capabilities, but we are skeptical about this claim due to Apple Watch performance and RAM limitations. However, there could be new features that are "powered by" Apple Intelligence, with reliance on a paired iPhone. _DigiTimes_ has a notoriously hit-or-miss track record, so this report warrants a healthy dose of skepticism. Moreover, the publication has become more of an aggregator of Apple rumors in recent years, but it still publishes some original reports from time to time. Earlier this week, it published an "exclusive" report corroborating rumors that Apple is planning a new lower-cost MacBook with around a 13-inch display and an A18 Pro chip. Given that the 2026 Apple Watch lineup is still over a year away, there is plenty of time for more rumors, so we should find out if this report is accurate in due time. Related Roundups: Apple Watch 10, Apple Watch Ultra 2 Tag: DigiTimes Buyer's Guide: Apple Watch (Don't Buy), Apple Watch Ultra (Don't Buy) Related Forum: Apple Watch This article, "Apple Watch Reportedly Set to Receive 'Significant Redesign' Next Year" first appeared on MacRumors.com Discuss this article in our forums

New 12.9-Inch MacBook Could Launch This Year Starting at $599 Apple's rumored new more affordable MacBook could have a starting price as low as $599 and launch as soon as this year, according to a new report out of Asia. We first learned of Apple's low-cost MacBook plans in late June, when analyst Ming-Chi Kuo said the company was developing a "more affordable" 13-inch laptop (the analyst did not mention a price) that would with compete with Chromebooks and drive MacBook purchases. Kuo said the new MacBook is set to use an A18 Pro chip, which debuted in the iPhone 16 Pro last year. That would make it the first Mac powered by an iPhone chip. So far, all Apple silicon Macs have used M-series chips, which feature more cores, greater memory capacity, and improved external display support. The analyst said he expected the model to enter mass production late in the fourth quarter of 2025 or early in the first quarter of 2026. Today, _DigiTimes_ has independently corroborated Kuo's prediction and suggested that the MacBook will start between $599 and $699. The current 13-inch MacBook Air starts at $999 in the U.S. (or $899 under Apple's student discount). Today's report adds that the laptop will have a 12.9-inch display, making it slightly smaller than the MacBook Air's 13.6-inch screen. _DigiTimes_ reports that some components are expected to enter mass production by the end of the third quarter of 2025 – a schedule that could see full system assembly begin before the end of the year. Final assembly is expected to take place at Quanta's facilities in the fourth quarter, with the laptop becoming commercially available in late 2025 or early 2026, similar to Kuo's launch estimation. According to market projections, annual shipments of the low-cost MacBook could reach between 5 million and 7 million units, potentially boosting Apple's total MacBook volume from the current 17 million to 18 million units by 30% to 40%. Kuo believes the more-affordable MacBook will feature an ultra-thin, lightweight design and could come in Silver, Blue, Pink, and Yellow finishes. One thing to bear in mind is that the A18 Pro chip lacks Thunderbolt support, so the new MacBook would likely be equipped with regular USB-C ports. But that's unlikely to be a deal-breaker for customers seeking the most affordable Mac they can get their hands on. Would you be interested in such a laptop? Let us know in the comments. Tag: DigiTimes This article, "New 12.9-Inch MacBook Could Launch This Year Starting at $599" first appeared on MacRumors.com Discuss this article in our forums

Chinese iPhone Display Supplier Hit by US Trade Ruling [Updated] **Update** : Apple has issued the following statement: "Apple is not a party to this case, and the order has no impact on any Apple products," confirming that current iPhones on the market won't be affected by the ruling. Original article follows. * * * Apple could be potentially end up having to drop a key supplier of iPhone OLED panels, following a preliminary ruling issued by the U.S. International Trade Commission (ITC) that found Chinese display maker BOE violated federal trade secret laws. The ITC found that BOE and seven of its subsidiaries misappropriated Samsung Display's trade secrets to manufacture panels, violating Section 337 of the Tariff Act. The commission has proposed banning BOE's OLED imports and ordering existing U.S. inventories be removed from sale. Apple could be looking at significant supply chain disruption if the ruling stands. BOE supplies around 20% of OLED displays for the iPhone 16 lineup and has built annual capacity for 100 million iPhone panels. The company has even established a dedicated facility in Sichuan province specifically for Apple orders after entering the iPhone display market with the iPhone 12. The ITC will issue a final determination in November, followed by a 60-day presidential review. According to analysts, these sort of preliminary rulings are rarely overturned. Whichever way things go, existing Apple devices already imported to the U.S. wouldn't be impacted by the ITC ruling, however _Business Korea_ notes that the legal risks could lead Apple to reconsider its dependence on BOE. As for alternative suppliers, Samsung and LG Display would likely absorb BOE's iPhone panel orders if the import ban takes effect. The trade secret ruling comes amid escalating patent disputes between the two display giants. BOE and Samsung Display now have six active cases against each other, including five patent infringement suits and the trade secret case. BOE recently filed its second patent lawsuit in two months, targeting Samsung's Galaxy devices, including the Galaxy Z Fold5, Fold6, and the S25 Ultra. BOE has asked the court to ban the import, sale, and distribution of the products in the U.S., as well as full legal cost compensation. _(ViaDigiTimes.)_ Tags: BOE, DigiTimes This article, "Chinese iPhone Display Supplier Hit by US Trade Ruling Updated]" first appeared on [MacRumors.com Discuss this article in our forums

iPhone 18's Advanced A20 Chip Packaging Gains Momentum at TSMC Next year's iPhone 18 will use TSMC's next-generation 2-nanometer fabrication process in combination with an advanced new packaging method, and the world's leading pure-play foundry has reportedly already established a dedicated production line for Apple in anticipation of mass production in 2026. According to previous reports, Apple's A20 chip in iPhone 18 models will switch from the previous InFo (Integrated Fan-Out) packaging to WMCM (Wafer-Level Multi-Chip Module) packaging. Technically, the differences between the two packaging methods are quite striking. InFo allows integration of components, including memory, within the package but focuses more on single-die packaging where memory is typically attached to the main SoC (such as DRAM placed on top or near the CPU and GPU cores). It's optimized for reducing the size and improving the performance of individual chips. WMCM, on the other hand, excels at integrating multiple chips within the same package (hence the "Multi-Chip Module" part). This method allows more complex systems, such as CPUs, GPUs, DRAM, and other custom accelerators (e.g., AI/ML chips) to be tightly integrated in one package. It provides greater flexibility in arranging different types of chips, stacking them vertically or placing them side by side, while also optimizing communication between them. TSMC plans to start manufacturing 2nm chips in late 2025, and Apple is expected to be the first company to receive chips built on the new process. TSMC generally builds new fabs when it needs to increase production capacity to handle significant orders for chips, and TSMC is expanding in a major way for 2nm technology. To serve its major client Apple, TSMC has established a dedicated production line at its Chiayi P1 fab, where WMCM packaging monthly capacity is expected to reach 10,000 units by 2026, reports _DigiTimes_. According to Apple analyst Ming-Chi Kuo, only "Pro" models in the iPhone 18 series are likely to use TSMC's next-generation 2nm processor technology because of cost concerns. Kuo also believes that the iPhone 18 Pro will feature 12GB of RAM as a result of the new packaging method. Terms like "3nm" and "2nm" describe generations of chip manufacturing technology, each with its own set of design rules and architecture. As these numbers decrease, they generally indicate smaller transistor sizes. Smaller transistors allow more to be packed onto a single chip, typically resulting in increased processing speed and improved power efficiency. Last year's iPhone 16 series is based on an A18 chip design built using a second-generation "N3E" 3nm process. Meanwhile, this year's upcoming iPhone 17 lineup is expected to use A19 chip technology that's likely built on an upgraded 3-nanometer process called "N3P." Compared to earlier versions of 3nm chips, the N3P chips offer increased performance efficiency and increased transistor density. Related Roundup: iPhone 18 Tag: DigiTimes Related Forum: iPhone This article, "iPhone 18's Advanced A20 Chip Packaging Gains Momentum at TSMC" first appeared on MacRumors.com Discuss this article in our forums

iPhone 17 Reaches Key Milestone Ahead of Mass Production Apple has completed Engineering Validation Testing (EVT) for at least one iPhone 17 model, according to a paywalled preview of an upcoming _DigiTimes_ report. _iPhone 17 Air mockup based on rumored design_ The EVT stage involves Apple testing iPhone 17 prototypes to ensure the hardware works as expected. There are still DVT (Design Validation Test) and PVT (Production Validation Test) stages to follow before the devices enter mass production. This is a routine but key milestone for Apple to have achieved ahead of the iPhone 17 series launching in the usual month of September. Following the EVT stage, there is still a window for Apple to make some smaller iPhone spec changes, if necessary. For example, Apple supply chain analyst Ming-Chi Kuo recently claimed that Apple would make a final decision on whether to include 8GB or 12GB of RAM in the iPhone 17 base model by May. At a minimum, Kuo expects the iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max to be equipped with 12GB of RAM. Read our iPhone 17, iPhone 17 Air, and iPhone 17 Pro roundups to learn more about the upcoming devices and their rumored feature sets. Related Roundup: iPhone 17 Tag: DigiTimes This article, "iPhone 17 Reaches Key Milestone Ahead of Mass Production" first appeared on MacRumors.com Discuss this article in our forums

Apple Suppliers Preparing for New iPad Air, MacBook Air, and iPad 11 Apple's supply chain is gearing up for the upcoming launch of new iPad Air, MacBook Air, and entry-level iPad models, according to _DigiTimes_. Apple's supply chain began shipments of the new devices in December, according to the report. The new iPad Air, MacBook Air, and entry-level iPad models are "coming soon," according to _Bloomberg_ 's Mark Gurman, but it is unclear exactly when. Gurman said a new iPhone SE will be announced this week, and the new Mac and iPad models should follow by March or April at the absolute latest, but perhaps much sooner. In a paywalled report today, the Taiwanese supply chain publication vaguely said that the new devices will be "transitioning to Apple's own chips." Given that Macs and iPads already use Apple-designed processors, the report could be referring to Apple's rumored Wi-Fi and Bluetooth chip. However, Gurman previously reported that the chip would come to Macs and iPads "by 2026," so the exact timing of this shift remains to be seen. Gurman said Apple's planned Wi-Fi chip supports Wi-Fi 6E, but it is unclear if it would have any consumer benefits compared to existing Wi-Fi chips in Apple devices, supplied by Broadcom. One benefit of Apple's chip could be power efficiency. The new 13-inch and 15-inch MacBook Air models are expected to be equipped with the M4 chip, while the iPad Air is rumored to get the M3 chip and the iPad 11 is said to gain either the A16 chip or A17 Pro chip. Beyond chips, no major changes are expected. Related Roundups: iPad, iPad Air , MacBook Air Tag: DigiTimes Buyer's Guide: iPad (Caution), iPad Air (Neutral), 15" MacBook Air (Don't Buy), 13" MacBook Air (Don't Buy) Related Forums: iPad, MacBook Air This article, "Apple Suppliers Preparing for New iPad Air, MacBook Air, and iPad 11" first appeared on MacRumors.com Discuss this article in our forums