ericG721

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ericG721
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  • Apple's largest supplier reported 24 percent surge in revenues from OLED display, componen...

    ericG721ericG721
    Apple's largest supplier-- and the primary source of the flexible OLED panels used in iPhone X and the new iPhone XS lineup-- reported 24 percent year-over-year growth in its Q3 revenues from its semiconductors, memory, and display panel unit, an increase it attributed to "increasing demand for flexible [OLED] panels." That supplier was Samsung, and the "major customers" it credited clearly included the world's largest seller of high-end OLED phones. Why aren't Samsung's results attributed to being an "iPhone supplier"?...

    ...In April, Bloomberg was eager and quick to associate slow Q1 growth in Samsung's OLED unit to an imagined problem of "weak" sales of Apple's iPhone X. That was clearly not true.


    Samsung's Q3 year to date DP (display) sales are unchanged from 2017 to 2018 at 23.3. While Q3 2018 was higher than Q3 2017 the Q2 2018 was much lower than Q2 2017 and they offset each other.

    If the increase in Q3 2018 sales is because of Apple increasing orders then it makes sense that the Q2 2018 drop is due to Apple reducing orders, and Apple did stop making the iPhone X so that makes sense.

    That DP revenue has not increased year to year even though Apple introduced two OLED phones this year to only one last year and those phones have bigger screens indicates that the number of screen ordered has fallen year to year as well.



    Those other much smaller Apple suppliers surely would have been happier to have not announced lowered Q3 guidance. It's doubtful Bloomberg made them do it.

    The high end smartphone market is mature and sales aren't going to continue to go up as steeply every year.
    gatorguymuthuk_vanalingam

  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    ericG721ericG721
    rogifan_new said:
    avon b7 said:
    Well, that was pretty clear. At least in part, pricing really IS an issue and I think a DED article today was implying China was performing well for Apple.
    And yet nothing in Cook’s letter that specifically talks about price. The biggest blunder in the last couple years is the 23% increase in iPhone prices. Apple raised prices to offset declining unit growth and its come back to bite the company.
    The longer term problem is not having something to takeover for the iPhone as the smartphone market matures. This is because no one can replace Jobs. Not only the lack of vision but also lighting a fire under Jony's butt and the recent quality problems and design inconsistencies show that Cook can't get the parts of the company to work together like Jobs did.
    elijahgelectrosoft

  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    ericG721ericG721
    SpamSandwich said:
    So are all the people who shit on anybody here who speculated iPhone sales might be soft going to apologize now? It was patently obvious once Apple started heavily pushing the trade-in program and displaying cheaper prices on apple.com homepage that there was an issue with sales.
    yes, they are soft but it's ludicrious to think price is the only issue.  Even Apple lowered prices by $100 to $150, it would have made any difference.  Combination of iOS 12 + cheap battery upgrade program made older iPhones better and good enough for a ton of users.  Currencies outside the USA got hit a lot causing prices to rise further. China's economy slowed in the 2H of 2018 which according to Tim Cook's letter where almost all of their negative decline came from.  On top of all of that, the iPhone user base grew by 100 million users in the last 12 months which is the 6th straight year that's happened which means more people are buying and using iPhones.  That last point alone is remarkable actually.  And I think this sums it pretty well;




    Part of the problem is the overreiliance on China sales for growth. They’ve never stopped being an IP-stealing, product dumping country. If the President can get them to deal and make some serious adjustments to their policies, things will get back on track pretty fast.

    Having said that, the stock is about to take another serious gut punch.
      Not China anymore than it's few million to replace batteries or carrier subsidies. Whenever a company blames sales in China for lowered guidance I know it's something else.
    elijahg