Apple reportedly sped up the production relocation

Last year's US-China trade war led many suppliers, including Apple, to start planning more products outside of China. Although the relocation has not yet been completed, the coronavirus pandemic has further convinced them that they need to diversify their production sites. At the same time, major ODMs have recovered most of their production capacity in China, and notebook and server supply chains are stepping up their efforts to cope with shipments that have been hampered by the outbreak. Inventec expects server and laptop shipments to increase its sales in the second quarter of 2020. TSMC has not revised its sales guidance for 2020, but the situation may change if the outbreak continues.

Sources say Apple has accelerated production transfers outside of China: Apple is reportedly speeding up plans to diversify its manufacturing risks by shifting more production outside China, and supply chain sources say Apple is producing some iPhone Ability is transferred to India and the field of acoustics. AirPods and HomePod in Vietnam.

Inventec is optimistic about the second quarter of 20 years: Inventec expects substantial revenue growth in the second quarter due to increased notebook and server orders.

TSMC may revise its outlook for 2020: If the outbreak of the coronavirus is not brought under control by June, TSMC will likely revise its sales outlook this year despite its advanced technological leadership.