Another Apple supplier cites slipping demand from its 'largest customer'
Component maker Laird announced on Friday that revenue from its "largest customer" fell 17 percent in the first quarter, and that declining revenue is expected to continue until the second half of the year, leaving market watchers to suspect the customer in question is Apple.
Laid supplies electromagnetic shielding and heat control components for wireless devices like Apple's iPhone and iPad. After the company out reduced orders from its largest customers, investors were left to presume that Laird was talking about Apple, according to Reuters.
Laird projects that its next June quarter will also see revenue decline. Growth is expected to resume in the second half of the year; consequently, Apple is expected to revamp virtually its entire major product lineup this fall.
In recent weeks, a number of key Apple suppliers have reported weak results. Apple itself has revealed slowing growth of its lucrative iPhone platform, and last quarter saw its profits fall for the first time in a decade.
Those declines are expected to continue for Apple in the following June quarter, as the company gears up to launch its next-generation iPhone, new iPads, and potentially enter new product categories. Apple CEO Tim Cook said new products can be expected this fall and throughout 2014.
Laid supplies electromagnetic shielding and heat control components for wireless devices like Apple's iPhone and iPad. After the company out reduced orders from its largest customers, investors were left to presume that Laird was talking about Apple, according to Reuters.
Laird projects that its next June quarter will also see revenue decline. Growth is expected to resume in the second half of the year; consequently, Apple is expected to revamp virtually its entire major product lineup this fall.
In recent weeks, a number of key Apple suppliers have reported weak results. Apple itself has revealed slowing growth of its lucrative iPhone platform, and last quarter saw its profits fall for the first time in a decade.
Those declines are expected to continue for Apple in the following June quarter, as the company gears up to launch its next-generation iPhone, new iPads, and potentially enter new product categories. Apple CEO Tim Cook said new products can be expected this fall and throughout 2014.
Comments
This happens every Goddamn year!
I'm beginning to suspect that these suppliers leak this stuff just for personal advertising benefits.
Apple has been adding additional suppliers for every component included in every product. This has been announced in multiple forums. Maybe Laird is no longer the primary supplier of shielding and heat control components. Unless Laird comes out and identifies their customer list, all of this is pure speculation, the type that market manipulators love. As @brustus said, insinuate Apple is having problems and every forum picks it up whether it's true or not.
He had to mean 256 GIG
It doesn't mean Apple is Doom, is just means the smartphone market is reaching saturation point which we all knew was not far away. After all it's 2007 that the iPhone debuted. The iPad has a long way to go though and a lot of people with ancient piece of junk PCs to be replaced with iPads, I think once Microsoft releases Office for iPad a lot of those old PCs will meet their maker.
Quote:
Originally Posted by ascii
It doesn't mean Apple is Doom, is just means the smartphone market is reaching saturation point which we all knew was not far away. After all it's 2007 that the iPhone debuted. The iPad has a long way to go though and a lot of people with ancient piece of junk PCs to be replaced with iPads, I think once Microsoft releases Office for iPad a lot of those old PCs will meet their maker.
The market is not even close to saturation yet, maybe on the US but not in Africa, India, China and most europe's countries.
Quote:
Originally Posted by Rogifan
How can we make this correlation? #1 we don't know that the customer in question is Apple and #2 even if it is Apple we don't have enough information or context to know why. But when the media only has the what and doesn't know the who or why, they just assume its Apple and assume the worst (i.e., slowing demand for iPhone).
It's just one story among many, from various suppliers, all saying the same thing. How much evidence do you need before you form a pattern?
So happy to see a "story" like this jump over to an Apple dedicated(?) site. Just what the stock market needs to help their stock slide. Thanks for the added BS! Opinion; Speculation; Rumor. All the things that helped me decide to remove A.I. from my bookmarks. R.I.P.
Most Apple centric sites do the same, including MacWorld. If Apple were like most companies and kept analysts and the public abreast of their plans most of these sites wouldn't even exist anymore. Their oxygen is rumors and speculation.
The horse is out of the barn on this one. Apple's guidance already told the story how many times does it need to be confirmed as if it is still news?
Quote:
Originally Posted by LarryA
I think the screen size is causing a lot of average users to consider the other guys. I know I am, at least for the interim until iPhone 6.
If you look at Google's numbers at http://developer.android.com/about/dashboards you see that the vast majority - 80% - of the installed base has "normal" sized screens. In fact, there are about as many "small" screens (9.8%) as there are "large & xlarge" screens put together (10.5%).
Google's definitions:
Small = < 3.5"
Normal is the range around iPhone 5
Large is +4 to 7"
X-Large = 7-10"
So according to Google, your extremely small sample size is not representative of the active installed base hitting Google Play.
Quote:
Originally Posted by Corrections
If you look at Google's numbers at http://developer.android.com/about/dashboards you see that the vast majority - 80% - of the installed base has "normal" sized screens. In fact, there are about as many "small" screens (9.8%) as there are "large & xlarge" screens put together (10.5%).
Google's definitions:
Small = < 3.5"
Normal is the range around iPhone 5
Large is +4 to 7"
X-Large = 7-10"
So according to Google, your extremely small sample size is not representative of the active installed base hitting Google Play.
FWIW "Normal" also covers display sizes larger than the current iPhone5.
As an example the Galaxy S3's 4.8" display is still considered "normal" as far as developers and the dashboard you referenced are concerned. You assumed normal must only be 4" or smaller displays without really checking it. That's a bit careless to post as a "correction", but heck I've done some careless posts of my own as have the rest of us.
http://stackoverflow.com/questions/11036158/android-samsung-galaxy-s3-screen-size-for-layout
http://developer.android.com/guide/practices/screens_support.html