According to the Economic Daily, recently, rumors of Apple's spring conference being postponed or changed to online have been rumored. After foreign investment cuts iPhone sales forecast, the industry rumors that Apple will reduce the number of orders for TSMC AirPods chips, that is, from the original 1.2 The number of billions was reduced to 90 million.

Generally, Apple Corporation holds a spring product conference at the end of March every year. The market expects that Apple will release the iPhone SE 2, the new iPad Pro and the new generation of AirPods this year. However, with the spread of the new crown pneumonia epidemic in the United States, even European employees have reported confirmed cases. Macworld, a foreign media that specializes in Apple, quoted sources saying that Apple is concerned about the spread of the epidemic affecting spring product release activities. Therefore, it is very likely that changes will occur.

On the other hand, no news about Apple changing the time or form of the conference has been confirmed by Apple.

It should be noted that according to the latest data released by the China Academy of Information and Communication Technology, Apple ’s iPhone shipments in China in February were only 494,000 units, a sharp drop of 60% from the 1.27 million units in the same period last year.

Under the sharp decline in iPhone sales and the appearance of variables in the spring conference, people in the industry have begun to worry that the always-selling AirPods shipments may also have variables. The report pointed out that Apple is worried that the spread of the epidemic will affect economic activities worldwide, which will indirectly affect product sales and that its supply chain cannot be fully prepared and assembled. 90 million.

At the same time, industry insiders also pointed out that continued to benefit from 5G demand, especially the mobile phone industry can still maintain high growth this year. If the epidemic can be controlled before the end of March, it is expected that the repair of AirPods orders is only a short-term phenomenon, which has little impact on TSMC's performance.