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Apple suppliers see best July on record as they prepare for 'largest launch in history'

post #1 of 39
Thread Starter 
A basket of Apple suppliers responsible for delivering parts for the iPhone maker's future products witnessed their best monthly sales jump last month, a trend financial experts are attributing to the ramp up for a series of new iOS gadgets that will combine for the 'biggest second-half product launches' in the company's history.

In a research report to clients Thursday, Topeka Capital Markets analyst Brian White said preliminary July sales from the firm's proprietary 'Apple Monitor' rose by an estimated 14% month-over-month, or nearly twice the average increase of 8.5% seen over the past seven years.

The analytical tool tracks sales trends across the Taiwan supply chain at leading Apple suppliers that generate a high percentage of revenues from the Cupertino-based company. It's used to augment White's own checks and research, rather than as a standalone tool, as new product launches and inventory adjustments can sometimes skew monthly results.

"This July represents the strongest month-over-month sales growth of any July we have on record over the past eight years for the Apple Monitor," White said. "[It] was well above the 7% growth experienced last July, supporting our view of an earlier launch of the iPhone 5 versus the iPhone 4S last October."

In particular, the analyst said the data is indicative of several new products that are beginning to ramp up at Apple's manufacturing facilities, setting the tone for what he calls "the biggest second-half product launch in Apple's history," and what some other industry watchers further believe will represent the largest electronics product launches of all time.


A mockup highlighting key product launches expected from Apple this fall | Source: Ciccarese Design


"With the iPhone 5 launch and "iPad Mini" on the horizon, along with the potential for an Apple TV in the coming quarters, we believe Apple's stock is prepared for the next major leg up that could propel Apple to our $1,111 price target over the next year," he added.

White, who estimates that 50-60% of all sales from the companies grouped into his Apple Monitor actually come from Apple, is also looking forward to the potential addition of China Mobile to the company's carrier lineup during the first half of 2013, "providing plenty of excitement for investors."
post #2 of 39

If all the rumours come to pass, then Apple will be getting $3000+ out of my pocket this fall. Ivy Bridge iMac, next-gen iPhone, and iPad mini.

post #3 of 39

Me, too. I'm buying the Retina iMac, new iPhone and the iPad Mini.

post #4 of 39

I hope Apple will maintain the momentum to replicate their success in MP3 market in the mobile world. Granted it's much more difficult, but I think this goal can be achieved.
 

post #5 of 39

Just waiting for the antiglare retina Macboo Pro ... Comon Apple - Every day I see people trying to avoid the unavoidable reflections on their Mac hardware. How hard can it be to offer antiglare as an BTO???

post #6 of 39
Quote:
Originally Posted by rune66 View Post

Just waiting for the antiglare retina Macboo Pro ... Comon Apple - Every day I see people trying to avoid the unavoidable reflections on their Mac hardware. How hard can it be to offer antiglare as an BTO???

And I'm just waiting for people to stop whining about something that's not going to happen.

Apple reduced the glare on the retina MBP by a very large percentage. If that's not sufficient for you, buy something else.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
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"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
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post #7 of 39
Quote:
Originally Posted by jragosta View Post


And I'm just waiting for people to stop whining about something that's not going to happen.
Apple reduced the glare on the retina MBP by a very large percentage. If that's not sufficient for you, buy something else.

and I'm just waiting for you to stop whining about the "whining". It's a perfectly valid view. I've not had a gloss screen since, well, I've never had a gloss screen. Totally get that the overwhelming majority don't give a shit. I'll hold on to this lappy i find something that suits.

 

May not be a mac the way things are going.

post #8 of 39
Quote:
Originally Posted by djsherly View Post

and I'm just waiting for you to stop whining about the "whining". It's a perfectly valid view. I've not had a gloss screen since, well, I've never had a gloss screen.

The whining part aside, that Apple went they way they did with the retina is a pretty clear sign they are doing a matte screen anymore. If thats not enough for you then go buy that HP or whatever. There will be someone that will get what Apple gives them with a smile so they won't really miss you

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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post #9 of 39
Quote:
Originally Posted by rune66 View Post

Just waiting for the antiglare retina Macboo Pro

Antiglare? That's already in the retina. Or do you mean matte. As noted in my other comment, seems unlikely at this point that Apple will ever go back to offering matte screens anymore

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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post #10 of 39

Well we still have to see the Retina 13" MBP, a new Mini and a new iMac.  If they upgrade the wireless to 802.11ac, we would see a new Airport Extreme.  Add in new iPods, smaller iPad, new iPhones and the rumored Apple Television and that is one heck of a lot of potential product releases.  Plus finding out if they have actually kiled the 17" MBP or if it is just coming later.  That's happened before.  We know the next Mac Pro isn't happening until next year already.

post #11 of 39
Quote:
Originally Posted by rune66 View Post

Just waiting for the antiglare retina Macboo Pro ... Comon Apple - Every day I see people trying to avoid the unavoidable reflections on their Mac hardware. How hard can it be to offer antiglare as an BTO???

 

MacBoo Pro? You buying on Halloween? :)

post #12 of 39

What I'm waiting/hoping for is the retina Macbook Pro 13 in this October! (as rumored)

post #13 of 39

Are there any of Apple's suppliers whose stock price hasn't had a big run up that are still good values to invest in?

post #14 of 39
Quote:
Originally Posted by charlituna View Post

Antiglare? That's already in the retina. Or do you mean matte. As noted in my other comment, seems unlikely at this point that Apple will ever go back to offering matte screens anymore

Matte screens are best. I told an Apple employee I am waiting for the 17" MBP retina. The laughed.

Best bet is to get a last generation refurbed matte screen. Or a Mac mini with an eizo display.
post #15 of 39

Yes in the end I'll have to buy something else. But its one of the weaknesses of Apple that they can get away with a really bad "feature" because the mainstream user is so uncritical about them. Look at how many MBP's have been sold with double reflective screens that are a pain in the a.. to look at, but the ordinary user don't know better and learn to live with it.

 

To me glare has been reduced from ridiculous to very annoying. That might in Apple terms equal 75% but doesn't really say anything.

post #16 of 39
Quote:
Originally Posted by Napoleon_PhoneApart View Post

 

MacBoo Pro? You buying on Halloween? :)

lol.gif

post #17 of 39
Quote:
Originally Posted by rune66 View Post

To me glare has been reduced from ridiculous to very annoying. That might in Apple terms equal 75% but doesn't really say anything.

 

The Retina MBP removed the glass front.  Hasn't been bad when I have seen one at the store

post #18 of 39
Quote:
Originally Posted by rune66 View Post

Just waiting for the antiglare retina Macboo Pro ... Comon Apple - Every day I see people trying to avoid the unavoidable reflections on their Mac hardware. How hard can it be to offer antiglare as an BTO???

I was in this camp at one time. However, the RMBP is (barely) readable outdoors, and only slightly less so than my 17" MBP, so I'll accept what Apple has done. On the plus side, not having a matte screen means the keys won't dig into (and scratch up) the screen as has happened with every matte powerbook and MBP I've owned. For half my machines, I wound up putting on a screen protector which completely destroyed the benefits of the matte display.

post #19 of 39
ok, i'm a bit scared now. if apple really grows that big and china mobile kicks in, apple will not be able to meet requirements to keep updating all of those products.

a product line will most likely be killed. i hope that's the ipod line and not the mac line.

however, if they really find a way to make an imac/iTv, i don't know if a mac line will still mac sense for them. i can't blame them, it's a terrific strategy.
post #20 of 39
Originally Posted by pedromartins View Post
if apple really grows that big and china mobile kicks in, apple will not be able to meet requirements to keep updating all of those products.

 

Of course they will. Don't be silly.

 

a product line will most likely be killed. i hope that's the ipod line and not the mac line.

 

That's abject nonsense. Don't worry about it.

 

however, if they really find a way to make an imac/iTv, i don't know if a mac line will still mac sense for them. i can't blame them, it's a terrific strategy.

 

No one wants that at all, though. They tried it in the '80s. They tried it in the '90s. People want their computer to be their computer and their TV to be their TV.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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post #21 of 39

It's going to be spending time for our household, as well. Two new iPhones, a 13" rMBP, and a new iPad. Tempting to replacing my underutilized Mac Pro with an Ivy Bridge Mac mini and external Thunderbolt storage.

post #22 of 39
Quote:
Originally Posted by Tallest Skil View Post

Of course they will. Don't be silly.


That's abject nonsense. Don't worry about it.


No one wants that at all, though. They tried it in the '80s. They tried it in the '90s. People want their computer to be their computer and their TV to be their TV.

it is not a matter of being silly or not, it's a matter of commom sense and their will or ability to do what is best for them.

apple isn't samsung. as steve told us, there are very strict requirements for new 'top' engineers and workers. as you can see, scott forstall only focus on iOS, just like other former osx engineers. were all of them substituted? no, they weren't. the result? iOS is amazing, osx still is amazing but the big boy now is iOS.

nothing wrong with that, they are doing the right thing.

but as you can see, choices are being made and apple moves faster than what it grows. if their personal does not grow, osx will fall even more behind iOS (priorities).

the same is happening with hardware. desktops are a burden, the mbp is being incrementally upgraded but waiting for a certain and pretty obvious death, airs and retina are the golden boys. imacs? secret.

they also have their pro software front..

as you can see choices are being made and the apple of today is a much bigger and better machine than it was. a tv/computer, tablet and phone, cloud and services... welcome to your first trillion dollar company.
post #23 of 39
Quote:
Originally Posted by Silencio View Post

It's going to be spending time for our household, as well. Two new iPhones, a 13" rMBP, and a new iPad. Tempting to replacing my underutilized Mac Pro with an Ivy Bridge Mac mini and external Thunderbolt storage.

 

I'm glad we got 4S's in February at tax time.  Our next model iPhone should be next fall's model, which should have their 2nd gen LTE.  I didn't buy a new laptop this year and a Promise Pegasus was way too expensive, so since I already had 2 2TB drives sitting around, I bought the OWC QX2 and 2 more 2TB drives and setup 6TB of striped parity storage.  FW400, FW800, USB2 and e-Sata (using FW800 until a cheap TB to e-sata adapter is available) connection options and while yes, TB will be way faster, this is just fine for my media server :)

post #24 of 39
Quote:
Originally Posted by AppleInsider View Post
"With the iPhone 5 launch and "iPad Mini" on the horizon, along with the potential for an Apple TV in the coming quarters, we believe Apple's stock is prepared for the next major leg up that could propel Apple to our $1,111 price target over the next year," he added.

 

Not to mention the Disney merger.   That's going to be huge.

 

lol.gif

Sent from my iPhone Simulator

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Sent from my iPhone Simulator

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post #25 of 39
Originally Posted by AppleInsider View Post
"With the iPhone 5 launch… 

 

Are you seriously going to… Wait a minute. Thishttp://www.appleinsider.com/topics/iPhone_6.html is the URL for that link AND YOU GUYS STILL CALL IT IPHONE 5?! SEO my foot, now you're just trying for page hits from ME personally! lol.gif


…"iPad Mini" on the horizon…

 

😶

 

Originally Posted by pedromartins View Post
it is not a matter of being silly or not, it's a matter of commom sense and their will or ability to do what is best for them.

 

Right, and common sense dictates that if they need more capacity, they'll build or use a new plant. Destroying their computer manufacturing lines to make room for iPhones is a terrible idea not even worthy of consideration.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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post #26 of 39

Non-reflective screens seems MUCH better to me. Tell me, why doesn't Apple offer non-reflective screens on Macs as an option? The only reason I've ever seen given on this forum is: 'If you don't like it go somewhere else'.
 

post #27 of 39
Originally Posted by dave2012 View Post
Tell me, why doesn't Apple offer non-reflective screens on Macs as an option?

 

Have you seen the retina's display? It's less glossy than the glossy offered in the past, and I imagine that's what we'll have going forward. They don't offer it because they don't want to offer it anymore, first, and second because eventually we'll be touching our screens. They're getting us used to glass.

 

I'm dead serious. I said this on MacRumors four years ago: they want us to get used to glass over our screens because eventually the desktop will be mouseless.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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post #28 of 39

Jesus christ there are STILL people expecting Apple to use matte screens here in the year 2012!? GET A CLUE PEOPLE! Matte screens are AWFUL. They were never a good idea. Diffusing the reflected light in a room is the worst possible way to handle it. Much better options: increase the LCD's brightness to overpower reflected light or turn the display a fraction of a degree so it stops pointing directly at a light that is brighter than it! Matte displays do not magically stop reflections, they just mask them in a constant fuzzy haze that is ALWAYS THERE.

 

My suggestion to the last matte screen holdouts is to actually give a modern display a chance. My guess is somehow you've managed to keep avoiding them and haven't discovered they're far far superior.

post #29 of 39

I'm lucky enough to be using a new Retina MBP at work and I can tell you, it's a nice compromise between the glossy and the matte. I work in an office with tons of big windows and  overhead lights and it's really no problem at all. 

post #30 of 39
Quote:
Originally Posted by jakeb View Post

I'm lucky enough to be using a new Retina MBP at work and I can tell you, it's a nice compromise between the glossy and the matte. I work in an office with tons of big windows and  overhead lights and it's really no problem at all. 

 

End of thread. I never understand how people are 'waiting' for something that will in all likelyhood never come. Apple isnt going to make a matte MBP, or give it as an option on any of their lines. Not gonna happen. Continuing to bitch about it is a waste of your time, energy, and effort and everyone else's time. It will do nothing but frustrate you. If its a deal breaker just go with a product from another company. Don't worry, Apple will somehow survive. 

post #31 of 39
Originally Posted by Slurpy View Post
Continuing to bitch about it is a waste of your time, energy, and effort and everyone else's time. It will do nothing but frustrate you. If its a deal breaker just go with a product from another company.

 

Stet. And honestly, the people with the arguments that glossy is unusable for their occupation would be buying third-party external displays ANYWAY, so they have a thousand matte options from which to choose!

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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post #32 of 39
Quote:
Originally Posted by Slurpy View Post

 

End of thread. I never understand how people are 'waiting' for something that will in all likelyhood never come. Apple isnt going to make a matte MBP, or give it as an option on any of their lines. Not gonna happen. Continuing to bitch about it is a waste of your time, energy, and effort and everyone else's time. It will do nothing but frustrate you. If its a deal breaker just go with a product from another company. Don't worry, Apple will somehow survive. 

Well you probably said the same before the HiRes MBP came out. I can accept if Apple choose not to put out a matte rmbp, but I can't accept paying 2k for a laptop that reflect my hands moving when I type. And like you said eventually I'll have to buy another product which is unfortunate since I like a lot of other things about the mbp, just can't live with the reflections (like a bunch of other people) and I did try, and yes I would love to be able to ignore the reflections, I just can't. But for that matter I can't read a book on an iPad (or any other backlit device for that matter). Good for me e-ink exists. 

post #33 of 39
Quote:
Originally Posted by jakeb View Post

I'm lucky enough to be using a new Retina MBP at work and I can tell you, it's a nice compromise between the glossy and the matte. I work in an office with tons of big windows and  overhead lights and it's really no problem at all. 

It's reports from people like you that led me to ask for a RMBP at work to replace my 17" MBP.

 

I'm going to miss the extra 1.6" of screen real estate (my eyes need pretty big fonts these days), but the reduction in reflected images will be very welcome. Even oriented 90 degrees to the windows, away from direct overhead lights and with a wall behind me I can still see a lot of distracting reflections of the ceiling, walls and my own face. That's with the display at full brightness. At 50% brightness the reflections are so obvious that I can't work. So I'm forced to look directly into a bright light source, something that's not good for vision yet we all do it.

 

My external display is matte. I see zero reflections in it, but it's all just a little bit fuzzy compared with the glossy screen below it.

post #34 of 39
Originally Posted by rune66 View Post
… I can't accept paying 2k for a laptop that reflect my hands moving when I type.

 

Are you people listening to yourselves?! Turn your brightness up. I can see my fingers on my keyboard reflected in the frame of my 27" Cinema Display. I've never before noticed them even once until just now when you said this, and I will never ever notice them again at any time, moving or otherwise. 

 

Notice what I said there. THE FRAME. Where there's no light. And only the strongest direct lights can even cause reflections while the display is on. And it's not even using the softer gloss of the retina!

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
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post #35 of 39

I'm using a matte screen on a six-year old macbook pro ... so since you can't see the reflection of my finger, you'll have to imagine it.  :-)

post #36 of 39

It would be so interesting to see an iMac that looks like a large iPad. Of course with an HD screen. I could careless about an optical drive myself since software can be easily downloaded through wifi.

Tine to save that money.

post #37 of 39
Quote:
Originally Posted by down-low View Post


Matte screens are best. I told an Apple employee I am waiting for the 17" MBP retina. The laughed.
Best bet is to get a last generation refurbed matte screen. Or a Mac mini with an eizo display.


Did he say why he laughed? Man, that would be a fired employee soon if he's found out. haha.

post #38 of 39
Originally Posted by imbrucewayne View Post
Did he say why he laughed? Man, that would be a fired employee soon if he's found out. haha.

 

Why? Apple employees can't comment on future products, real or imaginary.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #39 of 39
Quote:
Originally Posted by Tallest Skil View Post

 

Why? Apple employees can't comment on future products, real or imaginary.


The laughter is comment enough isn't it? It can get misunderstood that the apple employee thinks of it as a joke product. (hence the laugh) but.... im stopping here. Don't wanna argue with you dude. :)

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