M2 chip production halted for two months in “rough” time for Mac

A supply chain report indicates that M2 chip production was completely halted in January and February due to limited M2 demand Mac. We think this is the first time Apple has already suspended chip production for current-generation products.

Production resumed in March, but would be at half the level of M1 chip production at the same time last year…

M2 chips

Apple announced the M2, M2 Pro and M2 Max chips in January, available in new macbook pro And Mac mini models.

Apple’s latest generation MacBook Pro is now official. The upgraded 14-inch and 16-inch MacBook Pro models feature the new M2 Pro and M2 Max chips. Other updates include Wi-Fi 6E for the first time, HDMI upgrade with 8K display support, and more.

The M2 Pro chip in the new MacBook Pro features up to 12-core CPU and up to 19-core GPU. You can also add up to 32 GB of unified memory. The M2 Max can go even further, including up to 38-core GPU, double the Unified Memory bandwidth and up to 96GB of Unified Memory […]

Apple today launched the new Mac mini line, available with both M2 and M2 Pro chips inside. The M2 Pro chip integrates a 12-core processor and a 19-core GPU, with up to 32 GB of RAM.

Compared to the previous generation Mac mini M1, Apple claims the power of the M2 Pro delivers up to 2.5x faster performance in Affinity Photo, 4.2x faster ProRes transcoding in Final Cut Pro, and up to 2.8 times faster gameplay in Resident Evil Village.

Stop production of M2 chips

The elect reports the two-month production interruption. While Apple chipmaker TSMC is of course tight-lipped about production, the site has been able to track production through other Apple suppliers who are doing follow-up work on the chips before they are sent to assembly companies. Mac.

Apple has been confirmed to have completely halted production of the System-on-C (SoC) “M2 series” MacBooks from January to February.

Part of the production has resumed since March, but it turned out to be only half the level of previous years.

Taiwan’s TSMC failed to send 5 pieces of nano-process M2 chip wafer fabrication to OSAT in January and February, according to the Outsourced Semiconductor Package Testing Industry (OSAT) on 3. On think it’s because Apple asked to stop production as demand for MacBooks dwindled.

Amcona, which does chip packaging work, was particularly hard hit, as it lost orders for the two months and couldn’t do anything else with available capacity.

“The M2 line installed in the Amcona chip pack, the so-called ‘Apple line,’ makes any further packaging work impossible,” an industry official said.

This was backed up by production verification of the materials used in the production of the M2 chips.

A tough time for Mac

This joins Apple’s first quarter revenue, which saw Mac revenue drop dramatically, from $10.85 billion in the last quarter of 2021 to $7.74 billion in the same quarter last year. Apple CEO Tim Cook then commented on the “difficult” situation.

We had a tough comparison because around this time last year we had the hugely successful launch of the redesigned MacBook Pro M1s. We also faced a difficult macroeconomic environment and headwinds in the foreign exchange market.

THE [PC] the industry is in high demand […] industry shrinks […] Strategically, I think we are well positioned in the market, although I think it will be a bit difficult in the short term.

The point on M1 versus M2 is of course well done – but halting production of M2 chips altogether for two months suggests that demand was significantly lower than Apple had expected.

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