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iPhone 5c & iPad mini assembler Pegatron sees earnings rise 22%

post #1 of 36
Thread Starter 
Pegatron, the main assembler for both the iPhone 5c and iPad mini, saw its earnings grow 22 percent in the first quarter, potentially signaling strong sales of Apple's low-end iOS devices.

iPhone 5c


At an investor conference held on Monday, the company revealed that its fourth-quarter earnings were driven by mobile devices, like iPhones and iPads. However, Pegatron officials declined to comment specifically on Apple products, meaning any data on the iPad mini or iPhone 5c remains unknown.

KGI Securities estimates that Pegatron's assembly contracts with Apple now account for 40 percent of the manufacturing company's revenue.

Foxconn has been Apple's primary assembly partner for years, but Pegatron has nudged its way into contracts to become the chief builder of iPhone 5c and iPad mini units. While Pegatron had previously made older iPhone models, the iPhone 5c represents the first time the company has been tasked with building a new model in Apple's lineup.

Pegatron expects sequential shipments of smartphones, tablets and game consoles to drop between 15 and 20 percent in the first quarter. But those losses are seasonal, as few new products ship in the first quarter.

Recent rumors have suggested that Pegatron could play an even greater role in Apple's supply chain going forward, with one report from last week claiming the company could be contracted to build a so-called "iPhone 6" later this year. It's been said that both Pegatron and Foxconn could share the manufacturing duties for Apple's next flagship smartphone.
post #2 of 36

Bwuh? The 5c is an epic fail, right? I mean all that stuff about how the 5c outsold all the flagship phones of competitors was made-up nonsense, right?

post #3 of 36
Quote:
Originally Posted by lkrupp View Post

Bwuh? The 5c is an epic fail, right? I mean all that stuff about how the 5c outsold all the flagship phones of competitors was made-up nonsense, right?

DED. Yup
post #4 of 36
Quote:
Originally Posted by lkrupp View Post
 

Bwuh? The 5c is an epic fail, right? I mean all that stuff about how the 5c outsold all the flagship phones of competitors was made-up nonsense, right?

 

Well... actually... it was.

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post #5 of 36
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Originally Posted by island hermit View Post
 

 

Well... actually... it was.

 

Positive news about Apple always gripes your hind end doesn’t it.

post #6 of 36
Quote:
Originally Posted by lkrupp View Post

Positive news about Apple always gripes your hind end doesn’t it.

Particularly anything positive about the 5c. The 5c is for the colorful.
post #7 of 36
Originally Posted by island hermit View Post

Well... actually... it was.

 

Come off it. Honestly. You have the numbers right in front of your face.

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Originally Posted by helia

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post #8 of 36
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Originally Posted by Tallest Skil View Post
 

 

Come off it. Honestly. You have the numbers right in front of your face.

 

What numbers... you mean the breakdown from Apple?

 

... oh... wait...

 

(... and I'm not talking about the epic fail part of lkkrupp's comment)

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post #9 of 36
Quote:
Originally Posted by lkrupp View Post
 

 

Positive news about Apple always gripes your hind end doesn’t it.

 

Stop lying.

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post #10 of 36

If there's one thing I think we can all agree on, it's that the 5c case was a flop.

post #11 of 36
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Originally Posted by Emes View Post
 

If there's one thing I think we can all agree on, it's that the 5c case was a flop.

 

I disagree.

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post #12 of 36
Quote:
Originally Posted by island hermit View Post
 

Well... actually... it was.

It was. OK, I agree. It isn't any more. I mean, how else can you explain figures like this? Canaccord Genuity is a regular contributor to Fortune Magazine. Can't accuse them of being some fly-by-night outfit, right?

 

http://tech.fortune.cnn.com/2013/10/06/apple-iphone-5c-canaccord/

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post #13 of 36
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Originally Posted by waybacmac View Post
 

It was. OK, I agree. It isn't any more. I mean, how else can you explain figures like this? Canaccord Genuity is a regular contributor to Fortune Magazine. Can't accuse them of being some fly-by-night outfit, right?

 

http://tech.fortune.cnn.com/2013/10/06/apple-iphone-5c-canaccord/

 

1. That's not what is in question.

 

2.

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post #14 of 36
Quote:
Originally Posted by island hermit View Post
 

 

1. That's not what is in question.

OK, clearly I'm missing something. Enlighten me.

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post #15 of 36
Quote:
Originally Posted by waybacmac View Post
 

OK, clearly I'm missing something. Enlighten me.

 

Hint: Where does DED get his figures for the breakdown of iPhones sold?

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post #16 of 36
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Originally Posted by island hermit View Post
 

Hint: Where does DED get his figures for the breakdown of iPhones sold?

Maybe DED is wrong. I don't care. I have my own figures as I've shown. Address those.

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post #17 of 36
Quote:
Originally Posted by waybacmac View Post
 

Maybe DED is wrong. I don't care. I have my own figures as I've shown. Address those.

 

I did... but that's not in question.

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post #18 of 36
Quote:
Originally Posted by island hermit View Post
 

 

I did... but that's not in question.

Ha, ha, ha…cute, but I'm getting tired. Let's have some straight answers. Do you believe the iPhone 5C is:

  1. a failure
  2. not a failure

Provide the rationale for your pick, otherwise this exchange is ended.

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post #19 of 36
Quote:
Originally Posted by waybacmac View Post
 

Ha, ha, ha…cute, but I'm getting tired. Let's have some straight answers. Do you believe the iPhone 5C is:

  1. a failure
  2. not a failure

Provide the rationale for your pick, otherwise this exchange is ended.

 

Not sure why I should play your game if I was never ever saying that the iPhone 5c was a failure in the post above... nor have I ever said it in the context you are suggesting.

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post #20 of 36
Quote:
Originally Posted by island hermit View Post
 

 

Not sure why I should play your game if I was never ever saying that the iPhone 5c was a failure in the post above... nor have I ever said it in the context you are suggesting.

Fine. Bye.

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post #21 of 36
Quote:
Originally Posted by waybacmac View Post
 

Fine. Bye.

 

Bye.

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post #22 of 36
Quote:
Originally Posted by AppleInsider View Post

Pegatron, the main assembler for both the iPhone 5c and iPad mini, saw its earnings grow 22 percent in the first quarter, potentially signaling strong sales of Apple's low-end iOS devices.

Imagine what kind of number it would have been if the iPhone 5c hadn't been such a "flop." /s

I have to admit I've been amazed at how fast these Asian factories can ramp up production as rapidly as they do. Such rapid response to fulfill orders hasn't happened in this country (USA) since WWII. I do wonder how much of this coordination of JIT components and labor coming together like this is due to Tim Cook's/Apple's expertise...
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #23 of 36

I think you're all arguing about different things. Let me give it a shot.

 

1) Did iPhone 5C outsell the flagship phones of other competitors in the last quarter?

 

Based on waybacmac's table, the answer is yes.

 

2) Is the iPhone 5C a failure compared to its competition (overall)?

 

It is impressive that the iPhone 5C was able to outsell best phones the competition could design. The purpose of the iPhone 5C was 1) to upsell iPhone buyers to the 5S and 2) act as a mid level/tier phone for the more price conscious consumers. Apple was successful with (1) because the 5S selling 2.5 to 1 ratio to the 5C. Apple probably failed on (2) because it did not increase Apple's marketshare in the mid-tier of the market. Overall, I would have to say the iPhone was a success compared to its competition.

 

3) Is the iPhone 5C a failure based on Apple's internal projections prior to release?

 

We don't know what Apple was projecting but it was probably a failure. Tim Cook himself said during the conference call that they projected the ratio of the 5S to the 5C to be much closer.


Edited by RalphMouth - 3/24/14 at 2:57pm
post #24 of 36
Quote:
Originally Posted by RalphMouth View Post
 

I think you're all arguing about different things. Let me give it a shot.

 

1) Did iPhone 5C outsell the flagship phones of other competitors in the last quarter?

 

Based on waybacmac's table, the answer is yes.

 

2) Is the iPhone 5C a failure compared to its competition (overall)?

 

It is impressive that the iPhone 5C was able to outsell best phones the competition could design. The purpose of the iPhone 5C was 1) to upsell iPhone buyers to the 5S and 2) act as a mid level/tier phone for the more price conscious consumers. Apple was successful with (1) because the 5S selling 2.5 to 1 ratio to the 5C. Apple probably failed on (2) because it did not increase Apple's marketshare in the mid-tier of the market. Overall, I would have to say the iPhone was a success compared to its competition.

 

3) Is the iPhone 5C a failure based on Apple's internal projections prior to release?

 

We don't know what Apple was projecting but it was probably a failure. Tim Cook himself said during the conference call that they projected the ratio of the 5S to the 5C to be much closer.

 

Did you even look at the table that I provided?

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post #25 of 36

Yes, I did. That is why I said based on the data from waybackmac's table.

 

It is less clear if we add October and November into the picture. The Samsung Galaxy S4 won second place. Is there December data? I believe the majority of phones in the last quarter are sold in the Nov/Dec.

post #26 of 36
Quote:
Originally Posted by RalphMouth View Post
 

I think you're all arguing about different things. Let me give it a shot.

 

1) Did iPhone 5C outsell the flagship phones of other competitors in the last quarter?

 

Based on waybacmac's table, the answer is yes.

 

2) Is the iPhone 5C a failure compared to its competition (overall)?

 

It is impressive that the iPhone 5C was able to outsell best phones the competition could design. The purpose of the iPhone 5C was 1) to upsell iPhone buyers to the 5S and 2) act as a mid level/tier phone for the more price conscious consumers. Apple was successful with (1) because the 5S selling 2.5 to 1 ratio to the 5C. Apple probably failed on (2) because it did not increase Apple's marketshare in the mid-tier of the market. Overall, I would have to say the iPhone was a success compared to its competition.

 

3) Is the iPhone 5C a failure based on Apple's internal projections prior to release?

 

We don't know what Apple was projecting but it was probably a failure. Tim Cook himself said during the conference call that they projected the ratio of the 5S to the 5C to be much closer.

 

... but you have come closest to what I have been saying since the 5c was introduced.

 

(in that case you might want to change your opinion... lol)

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post #27 of 36
Quote:
Originally Posted by island hermit View Post
 

 

I disagree.

How many have you seen around?

 

For me, the answer is 0 out of 10/12 iPhone 5cs.

post #28 of 36
Quote:
Originally Posted by Emes View Post
 

How many have you seen around?

 

For me, the answer is 0 out of 10/12 iPhone 5cs.

 

I was kidding.

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post #29 of 36

THE 5C IS A MASSIVE FAILURE*

 

*when compared against the best selling smartphone on the planet that smokes every other smartphone that's ever existed, the 5S

 

THE 5C IS A SUCCESS IN SALES**

 

**when compared against every single freaking Galaxy phone on the market including the fancy S4

 

 

The 5S sells way more than the 4S it replaced.

 

 

But hey, we GOTTA SPIN everything negative about Apple!

 

Pegatron had great profits?  Okay, let's spin a story about their "soft first quarter," conveniently ignoring the fact that cyclically sales of iStuff always go down in the first quarter in a highly predictable way.

 

5C selling better than Galaxy S4?  Okay, we'll only compare 5C sales against the juggernaut 5S.

 

Apple had a massive holiday quarter?  Okay, we'll overhype our "expectations" and then also we'll complain about Apple's "disastrous" future predictions, pretending we don't know Apple sales always go down in January compared to the previous holiday quarter.

 

 

But you know what?  People are clueing into this game, and the result is that the desperate Apple haters, the paid Apple bashers, the desperate-for-attention Analysts, and the desperate-for-clicks Bloggers, are all LOSING CREDIBILITY.

 

So sayeth 512ke, who admittedly probably knows nothing.

 

But hey, if an Analyst can spout whatever nonsense they want, why not me?  Thanks for reading lol.

post #30 of 36

I think we need more choices than 'failure' or 'success', how about 'selling well, but not quite as well as we expected'?.  It seems to me that Apple was expecting to sell more 5C than they did and, maybe, less 5S.  I'm not sure if they were expecting more overall iPhone sales or just a greater percentage of 5C.  Regardless, the data in the tables shows that the 5C is selling well, despite the 'failure' label.  

 

I'm curious what they are going to do in the next round of upgrades.  Will they drop the 5C, keep the same basic model at a lower price, or upgrade it to Touch-ID to take the place of the 5S as the new iPhone 6 model comes out?   Do they keep the 5S?  IF they drop the 5C altogether, then maybe one would be justified in saying that it was a failure in the eyes of Apple management.  

post #31 of 36
Quote:
Originally Posted by RalphMouth View Post

I think you're all arguing about different things. Let me give it a shot.

1) Did iPhone 5C outsell the flagship phones of other competitors in the last quarter?


Based on waybacmac's table, the answer is yes.

2) Is the iPhone 5C a failure compared to its competition (overall)?

It is impressive that the iPhone 5C was able to outsell best phones the competition could design. The purpose of the iPhone 5C was 1) to upsell iPhone buyers to the 5S and 2) act as a mid level/tier phone for the more price conscious consumers. Apple was successful with (1) because the 5S selling 2.5 to 1 ratio to the 5C. Apple probably failed on (2) because it did not increase Apple's marketshare in the mid-tier of the market. Overall, I would have to say the iPhone was a success compared to its competition.

3) Is the iPhone 5C a failure based on Apple's internal projections prior to release?

We don't know what Apple was projecting but it was probably a failure. Tim Cook himself said during the conference call that they projected the ratio of the 5S to the 5C to be much closer.

Not to pick on you, but why do you guys keep ignoring the 5c's China-Mobile-ready 4G radios, which have hardly been factored in for more than a month, and whose effects won't really be apparent until the end of the year?

Can you not hold more than one idea in your head at a time? It's insane to pronounce the 5c a success or failure until China figures are known.
post #32 of 36
Originally Posted by island hermit View Post

What numbers... you mean the breakdown from Apple?

 

... oh... wait...

 

You’ll need to disprove what has been presented if you want anyone to listen to you.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #33 of 36
Quote:
Originally Posted by lkrupp View Post
 

Bwuh? The 5c is an epic fail, right? I mean all that stuff about how the 5c outsold all the flagship phones of competitors was made-up nonsense, right?

 

 

Blue or Green? Blue or Green? I just can't seem to decide which one to get...

post #34 of 36
Quote:
Originally Posted by Tallest Skil View Post
 

 

You’ll need to disprove what has been presented if you want anyone to listen to you.

 

1. I already did.

 

2. You are not the deciding factor. There are obviously some people listening to what I am saying.

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post #35 of 36
Originally Posted by island hermit View Post

1. I already did.

 

Where did you show that the numbers presented aren’t the numbers presented? I guess the telecoms lied about sales, huh.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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post #36 of 36
Quote:
Originally Posted by Tallest Skil View Post
 

 

Where did you show that the numbers presented aren’t the numbers presented? I guess the telecoms lied about sales, huh.

 

DED's whole argument is based around the figure "12.5 million" 5c iPhones sold.

 

So... you are saying that he isn't doing what every analyst is doing by making up a number that fits his argument. That somehow DED actually knows Apple's iPhone breakdown.

 

Huh...

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