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While Hon Hai warns of component shortages tightening this quarter, Apple Supplier TSMC joins the Semiconductors in America Coalition

While the iPhone assembler Hon Hai Precision Industry Co.’s posted first-quarter revenue that jumped 44% on robust demand for Apple Inc.’s new 5G devices," the company is warning today that the global supply crunch is worsening. On another front, Apple s chip supplier TSMC is joining.

Due to High Demand for Apple iPhones, Foxconn s Q1 Net Profit was a record breaker

Due to High Demand for Apple iPhones, Foxconn’s Q1 Net Profit was a record breaker   On the afternoon of May 14th, Beijing time, it was reported by ITHome that Foxconn released its first quarter of 2021 financial report. Revenue increased by 45% year-on-year, and net profit increased from NT$2.1 billion in the same period last year to NT$28.2 billion (About 1 billion U.S. dollars).   The report noted that Affected by the epidemic, Foxconn s net profit in the first quarter of last year was only NT$2.08 billion. But with the economic recovery, Foxconn s net profit in the first quarter of this year reached 28.16 billion Taiwan dollars, higher than the 24.41 billion Taiwan dollars expected by analysts. That s over 13 times year-over-year

Kuo points to the iPhone adopting it s first home-grown 5G modem in 2023 and notes that 5G momentum will slow without a Killer App

Kuo points to the iPhone adopting it s first home-grown 5G modem in 2023 and notes that 5G momentum will slow without a Killer App   Today, Tianfeng International analyst Ming-Chi Kuo released a report mainly about 5G modems in the Android market being under pressure, especially for Qualcomm as MediaTek gains market share. However, Kuo did predict that the iPhone is expected to adopt an Apple-designed 5G baseband chip as soon as 2023 which will complicate matters for Qualcomm.   A rumor in 2019 claimed that Apple was aiming to deliver their first home-developed 5G modem by late 2022. Apparently the testing and certification work involved with their first modem is taking a little longer than hoped for.

Apple is likely to use more South Korean Camera Part companies after dropping OFilm from its Supply Chain

Apple is likely to use more South Korean Camera Part companies after dropping OFilm from its Supply Chain   A Korean tech report today claims that Apple has decided to expand its partnerships with South Korean companies that manufacture camera parts. Apple is pushing to make partnerships with South Korean companies that manufacture camera parts that can potentially be used in iPhones and iPads. Besides LG Innotek, which is Apple’s biggest partner when it comes to optical parts, Apple is currently looking for many new partners that can potentially supply camera parts for its products.   One example is a ToF (Time of Flight) sensor which is a 3D sensor (as presented in our cover graphic) that measures distance by measuring the time it takes for a light to be reflected back from the subject and recognizes the subject’s 3D dimension, spatial information, and movement. Apple uses this in their iPhone 12 Pro line.

An Apple Watch Survey in Brazil asked users about managing health care that included Medications and Glucose Monitoring

An Apple Watch Survey in Brazil asked users about managing health care that included Medications and Glucose Monitoring   A new report provides information about a partial survey Apple has reportedly sent out to Apple Watch users in Brazil about health monitoring including managing medications and glucose monitoring as presented below in Portuguese translated to English.     It s not exactly glaring evidence that Apple will deliver an Apple Watch glucose monitoring feature in the short term but it does show that the Apple Watch team is interested in user feedback on this possible future health feature. The original partial survey was sent 9to5Mac and could be viewed here.

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