Apple is grappling with a shortage of vital chips that manage power consumption in iPhones and other devices, people with knowledge of the matter said, complicating its ability to meet holiday demand for the latest version of its marquee gadget.
(Bloomberg, November 5)
Brady Wang's key takeaways:
- Not surprising as 5G device power management chip requirements are much higher, especially as the number of cameras increases.
- For example, S20 5G vs S10 4G PMIC requirements are 12 vs 6.
- Combine this with stockpiling on uncertainty and shortages are bound to happen.