"TSMC's June quarter guidance and ams's guidance are further evidence of decelerating Apple demand (with iPhone X demand being particularly weak)," wireless semiconductor analyst Bill Peterson wrote in a note to clients Tuesday. Morgan predicts other semiconductor suppliers will report June quarter results below expectations. Wall Street blamed poor iPhone X demand for both suppliers' weak guidance. "We are not able to discuss the specific customer, but we are seeing significantly lower business from a large smartphones program and that is having a strong impact on the consumer business and the company as a whole," AMS' head of investor relations, Moritz Gmeiner, told Reuters. Austria-based AMS, a supplier of optical sensors used in the iPhone X, said it expects sales for its second quarter to be in the range of $220 million to $250 million, down nearly 50 percent from its first quarter. "Apple's capital return announcement could amount to a 'sell the news' type of event, especially if forward estimates are revised materially downward."Īnother important Apple supplier gave dramatically lower June quarter guidance Monday. "We expect Apple to report an in-line March quarter, but are cautious into earnings on May 1 due to our belief that June quarter consensus estimates need to be revised lower," analyst Katy Huberty wrote Friday. A day after TSMC's warning Morgan Stanley reduced its June quarter iPhone unit estimate to 34 million from 40.5 million versus the nearly 43 million average estimate. It didn't take long for a top Wall Street firm to significantly lower its iPhone forecasts. Additionally it's open season on AAPL, the highest valued stock, and its suppliers," Fred Hickey, editor of High Tech Strategist, wrote on social media Thursday. SOX is a leading indicator for overall stock market and has been rock-solid (relative strength) past 2 yrs. likely puts the kibosh on the semiconductor (SOX) rally. One veteran industry analyst believes TSMC's poor guidance is a precursor to a chip sector and stock market drop. "Heading into Apple's much anticipated March (FY2Q18) quarter next week the Street has gone into 'full panic mode' as supply chain checks out of Asia indicate that June iPhone shipments are trending well below expectations," GBH Insights analyst Daniel Ives wrote in a note to clients Tuesday. The company blamed "weak demand" in the mobile sector for its forecast. The world's largest semiconductor foundry and key Apple chip partner said its revenue forecast range for the second quarter is $7.8 billion to $7.9 billion versus the Wall Street estimate of $8.8 billion. The decline was sparked by Taiwan Semiconductor Manufacturing's weaker-than-expected guidance Thursday morning. This chip is very long and narrow because it is often mounted on the side of the Taptic Engine (like the XR mentioned here), although it is sometimes on the board itself (in the iPhone 12 series).Watch Video: Apple releases new red iPhone to help fight AIDSĭisappointing guidance from key iPhone suppliers is raising worries about Apple shares and could signal the death of the technology-driven stock rally.Īpple's stock ( AAPL) is cumulatively down 7.1 percent in the three trading sessions through Monday, wiping out $63.9 billion of shareholder value. It is a part of Taptic Engine functionality, getting data from the magnetic sensors inside of the module itself. AD5860 is also known as the Sakonnet chip. UPDATE: On the chance that others stumble into this question. Otherwise this may be a board level issue. I might try replacing the charge port flex in particular. If you’re repair savvy, I might open this device up and do a quick inspection, reseat the cables for the dock, display and battery and see if that makes a difference. Do you have issues with audio at all or battery? Since that’s what seems to be involved in this I2C Group. But it sounds like something involved in this communication net. But it runs through the charge port flex cable, the battery connector (and so presumably the battery) and the cable from the top of the display to the logic board (the one for receiver speaker/mic and whatever other display mounted components) as well as a few board components. I2C0 (there are a few groups for I2C communications) only runs through a limited number of components. In this case it seems as though the CPU cannot receive an interrupt from somewhere it’s expecting to send one. I2C is an inter-chip communication protocol. So this kernel panic refers to the inability for some components to receive communication it needs.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |