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Impact of Apple’s New iPhones on TSMC’s Fiscal H2 2018 Revenue

Impact of Apple’s New iPhones on TSMC’s Fiscal H2 2018 Revenue

The production of TSMC (TSM), Apple’s (AAPL) sole foundry, was affected for four days due to a computer virus outbreak. This could probably be one of the reasons for a one-month delay in the launch of iPhone XR. DigiTimes, citing Apple supply chain sources, stated that shipments of new iPhones are expected to hit 70 million to 75 million units by the end of 2018, its highest since the iPhone 6 launch in 2014.