ksec

wood1208 said:

Would be nice if Apple can embedded it's own modem into A-series chips in 2021 iPhones. Apple should also develop own WiFi 6 and BT 5 chips. Has to happen to drive the components cost down and avoid IP royalties,issues.

Apple is definitely working on their own WiFi 6 and BT 5 solution, across every Apple product uses WiFi and BT, and it make sense to bring them in. Although I think that is for 2020. I doubt Apple is making their own Modem though, they are more likely license a fully working Mediatek blueprint and fab it themselves. 

It is sad that even if they do settle in 2019, it is highly unlikely Qualcomm will be in iPhone until 2021.I think ultimately Apple *may* be doesn't want any chip from Qualcomm, but simply want to sign an agreement for patents where both company don't sue each other, and Apple Pay a flat price for all SEP.

Apple will then make their own Wireless Chip, which combines 802.11ax , 802.11ay, 4G, 5G and Bluetooth.  

analyst52 said:

Yet, iPhone was the top seller on Alibaba Singles day? Beating out Huwaei, and Xiaomi.

If Apple had a 13 - 18 % discount in any countries I would bet it will win against all of its competitor on that day in sales.

I wish Apple could work with developers to get Fortnite and PUBG to release a benchmark mode. So you can benchmark the two widely popular game on different phones. 

If they have kept the spending, their original plan were to expand on India and Vietnam production centre. Now they are making the cuts, part of me think this is Foxconn giving pressure to CCP, open up the market and sort this US-China mess out, or we will further cut down head counts. ( Foxconn being one of the largest private employers in China ) 

Another Data point worth mentioning, excluding Samsung who assemble their own mobile, the top 5 in the world, which also happens to be the top 5 in China, all assemble their phones with Foxconn. And this isn't the first time we have data showing the Chinese are slowing their upgrade cycle. Assuming a 10% reduction in work forces translate to 10% reduction in Foxconn output of phones, we are looking at roughly ~4% drop in 2019 world wide smartphones projected unit shipment.

Which should also have a nice lock on effect in NAND and DRAM as we have already seen since the start of 2018. We also have roughy ~10 % worldwide capacity increase in 2019, should make things exciting.