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...the semiconductor supply chain....
...These unsophisticated but vital pieces of connective tissue inside every chip have become a choke point in the semiconductor supply chain....
...Hardware revenue began to stabilise after a first half in which supply shortages and a weakening macroeconomic backdrop dented sales....
...Apple’s push of its Vision Pro comes as sales of its existing hardware are faltering....
...With 330 staff, Nothing runs its supply chain and hardware from Shenzhen, China, with design and marketing in Europe and other teams in India, Taiwan and California....
...Ericsson has scored a significant victory over rival Nokia after US giant AT&T selected the Swedish group for the rollout of a new kind of 5G network, in a deal that will shake up the equipment supply chain...
...The emphasis on cost has underpinned the group’s vertical integration, from supplies of resources to batteries and computer chips....
...This shift of key iPad engineering work is a major boost for Vietnam’s position in the global electronics supply chain, executives and analysts told Nikkei Asia....
...“There remains some hardware headwinds, which may give us a read on the overall consumer right now.”...
...A version of this article was first published by Nikkei Asia on December 12. ©2023 Nikkei Inc. All rights reserved....
...China, meanwhile, is continuing to focus on boosting its local supply chain, despite the time and money this will take....
...Cloud gaming might still take over the sector — but only when it supplies better content....
...It had margins of 71 per cent, versus 36.7 per cent for hardware. Beyond the iPhone, sales of other Apple devices were softer than a year ago....
...“Broadcom [could] cut out competitors from the supply of hardware components to the server market and lead to less innovation at a time when most firms want fast, responsive and affordable IT systems”, said...
...“China is highly competitive — software and hardware companies have to constantly cut costs, reduce profit margins and increase efficiency to remain viable, but the trial by fire naturally provides an advantage...
...How much profit will Apple suck out of its own supply chain as it moves deeper into making key components for its products?...
...It comes as Apple attempts to unwind its dependence on a China-centred supply chain strategy, following months of Covid-19 disruption that led to it reporting its first decline in quarterly revenues in three...
...By contrast, virtually all of Apple’s hardware is made in China....
...One of the most interesting is WireScreen, part of The Wire Digital Inc, a US-based news and data platform focused on China and global supply chains....
...Commended General Motors O: 7; L: 7; I: 7; Total: 21 Carmaker General Motors launched its BrightDrop subsidiary in 2021 to supply electric home delivery vehicles....
...best-run corporate supply chains....
...Without a supply chain crunch, the performance might be even better. Like the rest of the tech sector, Apple has had difficulty obtaining the chips it wants....
...BT Group, the UK’s largest telecoms group, said that while it was not seeking to procure additional back-up power for the winter, it was assessing which of its non-critical hardware could be switched off...
...This can present complex legal challenges, from understanding ownership of the hardware to figuring out how customer data is processed....
...In the automotive sector, the company wants to supply its image sensors to 15 of the top 20 carmakers by fiscal 2025....
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