Josh Horwitz / Reuters:
Chinese government data shows chip imports fell 12.4% YoY to 47.6B units in September; in January to September, domestic chip production fell 10.8% YoY to 245B — China’s chip imports fell 12.4 percent in September, according to official customs data published on Monday …
Josh Horwitz / Reuters:
Analysis of Apple’s supply chain data shows 44% to 47% of suppliers were China-based between 2014 and 2019, dropping to 41% in 2020 and 36% in 2021 — Apple Inc’s (AAPL.O) wide exposure to Chinese manufacturing, notable both for its low costs and rising risks, has receded since the COVID-19 pandemic began …
Heather Murphy / New York Times:
A look at the CBP prioritizing facial recognition to verify ~85% of the 221K daily travelers entering the US, replacing passport lines and self-serve kiosks — More than 80 percent of all travelers entering the U.S. are now verified by facial recognition. The loss of older, seemingly more convenient methods has many perplexed.
Reuters:
Source: Foxconn expects its COVID-hit Zhengzhou plant to resume full production around late December to early January, but uncertainties remain — Apple supplier Foxconn (2317.TW) expects its COVID-hit Zhengzhou plant in China to resume full production around late December to early January …
Takashi Mochizuki / Bloomberg:
Sources: Sony plans to make 2M PlayStation VR2 units by March 2023, an ambitious target, and has not yet faced supply chain constraints — Sony Group Corp. plans to make 2 million units of the PlayStation VR2 headset by March next year, people familiar with the matter said …
Bloomberg:
Sources: Apple tells suppliers to pull back from efforts to increase supply of iPhone 14 models by ~6M units in H2 2022, aiming for 90M units, on par with 2021 — Apple Inc. is backing off plans to increase production of its new iPhones this year after an anticipated surge in demand failed to materialize …
Tracy Qu / South China Morning Post:
Canalys: smartphone shipments in India fell 6% YoY to 44.6M units in Q3 2022; Xiaomi shipped 9.2M units, down 18% YoY, for a 21% share, followed by Samsung — Xiaomi Corp held onto the top of the leaderboard in India ‘s vast smartphone market, despite the sector’s overall decline …
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