Semiconductor industry supply chain: Apple is in the game
With its recent announcements claiming to develop its own microLED-based display internally, thus further controlling its manufacturing capabilities, Apple is undoubtedly setting out to disrupt its supply chain and, beyond that, the overall semiconductor ecosystem. Such a revolution could also impact the strategic decisions made by the leading semiconductor companies, including their short-term investment strategy.
Yole SystemPlus, part of Yole Group, has a historical record of disassembling and analyzing Apple’s key components. At Yole SystemPlus, analysts aim to pinpoint the smartphone leader’s technological choices and analyze the related supply chain by identifying its major suppliers and their market positioning.
Today, get a comprehensive understanding of Apple’s innovations with Yole SystemPlus’ latest reverse engineering analysis, including cost estimations of the iPhone 14 and associated products.
Anticipate what Apple’s supply chain disruptions might be and what the impact on your own supply chain could be.
Yole SystemPlus has released complete analyses on:
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Apple’s A16 Bionic System-on-Chip
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Smartphone Camera Module & CIS Comparison 2023 Vol. 1 – iPhone Evolution
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The devices that handle most of the computing needs of today’s consumers are either smartphones, tablets, or personal computers (PC). In terms of shipped quantity, smartphones take the lion’s share, with more than three times the amount of annual shipments as tablets, laptops, and desktops combined, according to Yole Group’s market data. More