Prediction updates: 1. New 15" MacBook would go to mass production in mid-1H23, and launch date may be 2Q23 or later. 2. New 15" MacBook may offer two CPU options, M2 (with 35W adapter) & M2 Pro (with 67W adapter). 3. I haven't heard of any plans for rumored 12" MacBook yet. https://t.co/zm09nMvG7R
(1/4) According to TSMC's public announcements & the roadmap (source: https://t.co/EgzC8D1Wys): 1. Significantly better N3 & N4P won't start mass production until 2023. 2. N5P & N4 are the latest technologies Apple can use for 2H22 products. 3. N4 has no advantages vs. N5P. https://t.co/k3OCX5EqjJpic.twitter.com/kmzQEyxRkN
TF International Securitiesのアナリスト Ming-Chi Kuo氏が以下のツイート。
(1/2) Quanta has about 40,000 employees & eight plants in Shanghai. According to this media report, more than 5% of the employees returned to work on 4/18, and expected that 15% would return on 4/22. F1 & F3 plants are gradually reopening.
ただ、Appleは現行のiPad Pro 12.9インチモデル、MacBook Pro 2021にminiLEDディスプレイを採用していて、DSCCのレポートによるとディスプレイ市場シェアでもminiLEDのApple占有率は高く、その有利な立場を放棄するというのは、あまり考えられないのでは無いかとも思います。