However, the Apple iPhone X previously sold out signs of sale, and even heard the urgent cut high-end process products, but also to TSMC, Dali Guang by the impact.
The industry pointed out that from the first half of 2015, due to more applications, smartphones began to expand their capacity, increase memory capacity, pull up the camera pixels, and the specifications were improved all the way to driving the last handset of the phone to replace the tide.
However, in the second half of 2015, the market has entered a period of "speculative fatigue", with prices or specifications in line with the required products, and has started to sell in 2016. This phenomenon persists till this year.
Integrated supply chain news, this wave of smart phone brand factory cut a single multi-focus on Apple, OPPO and Vivo flagship models such as the three, non-flagship models also sold less than expected, but the overall situation better than the flagship model.
Apple is based on its own AP with Qualcomm and Intel's baseband chip, OPPO and Vivo flagship also use Qualcomm Xiaolong 660 mobile platform, the Samsung cast, to 14nm process production, this wave of repair mainly affect the high-pass and Samsung camp, MediaTek, TSMC impact is relatively small.
Apple AP and Intel baseband chip production in TSMC, TSMC by Apple iPhone X and iPhone 8 sales than expected interference, affecting the first quarter of next year operating energy.