Apple Suppliers May Move as 2Q View, 1Q IPhone Units Miss Ests.
2014-01-27 22:08:42.205 GMT
By Sarah Gill and Jennifer Tan
Jan. 28 (Bloomberg) -- Apple 2Q rev. view missed est.;
reported 1Q iPhone units 51m vs. est. 54.7m.
* Apple shrs down 6.1% post-mkt; suppliers traded in U.S.
CRUS, BRCM, TQNT, SWKS, QCOM, RFMD fell post-mkt
* AAPL 1Q iPad units 26m, est. 25m; 1Q Mac units 4.8m,
est. 4.6m; 1Q iPod units 6.0m, est. 8.2m
* Asian iPhone, iPad component suppliers (data from Barclays,
Yuanta, Fubon, JPMorgan):
* Hynix, Micron/Elpida (mobile DRAM, NAND flash chips-
iPad/iPhone
* Toshiba (NAND flash chips-iPad/iPhone)
* Samsung Elec (application processor, NAND flash chips-
iPad/iPhone)
* Sharp, LG Display (LCD panel-iPhone/iPad)
* AU Optronics, Innolux (LCD panel-iPad)
* Japan Display (LCD panel-iPhone)
* TPK, Wintek (touch panel/module-iPhone/iPad)
* Nissha Printing (touch sensors-iPhone/iPad)
* Murata (passive components-iPhone/iPad)
* AAC Tech (speakers-iPad/iPhone)
* Hon Hai, Pegatron (assembly-iPhone/iPad)
* Largan, Genius (camera lens-iPhone/iPad)
* Foxconn Technology, Catcher, Hon Hai (casings-
iPhone/iPad)
* Ibiden, Compeq, Unimicron, Tripod, Zhen Ding (printed
circuit boards-iPhone/iPad)
* Career Tech, Flexium, NOK (flexible PCBs-iPhone/iPad)
* G Tech Optoelectronics (cover glass-iPhone/iPad)
* Cheng Uei (connectors-iPhone/iPad)
* Simplo, Dynapack (battery packs-iPhone/iPad)
* TXC (quartz crystal-iPhone/iPad)
* Radiant, Coretronic (backlight unit-iPad)
* AAPL European suppliers include ARM Holdings, Dialog Semi,
Imagination Tech, STMicro
* For additional supply chain data see SPLC
* See Bloomberg Industries AAPL earnings metrics here
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
--Editor: Jan Dahinten
To contact the reporter on this story:
Jennifer Tan in Singapore at +65-6212-1114 or
jennifertan@bloomberg.net
To contact the editor responsible for this story:
Jan Dahinten at +65-6212-1164 or
jdahinten@bloomberg.net
2014-01-27 22:08:42.205 GMT
By Sarah Gill and Jennifer Tan
Jan. 28 (Bloomberg) -- Apple 2Q rev. view missed est.;
reported 1Q iPhone units 51m vs. est. 54.7m.
* Apple shrs down 6.1% post-mkt; suppliers traded in U.S.
CRUS, BRCM, TQNT, SWKS, QCOM, RFMD fell post-mkt
* AAPL 1Q iPad units 26m, est. 25m; 1Q Mac units 4.8m,
est. 4.6m; 1Q iPod units 6.0m, est. 8.2m
* Asian iPhone, iPad component suppliers (data from Barclays,
Yuanta, Fubon, JPMorgan):
* Hynix, Micron/Elpida (mobile DRAM, NAND flash chips-
iPad/iPhone
* Toshiba (NAND flash chips-iPad/iPhone)
* Samsung Elec (application processor, NAND flash chips-
iPad/iPhone)
* Sharp, LG Display (LCD panel-iPhone/iPad)
* AU Optronics, Innolux (LCD panel-iPad)
* Japan Display (LCD panel-iPhone)
* TPK, Wintek (touch panel/module-iPhone/iPad)
* Nissha Printing (touch sensors-iPhone/iPad)
* Murata (passive components-iPhone/iPad)
* AAC Tech (speakers-iPad/iPhone)
* Hon Hai, Pegatron (assembly-iPhone/iPad)
* Largan, Genius (camera lens-iPhone/iPad)
* Foxconn Technology, Catcher, Hon Hai (casings-
iPhone/iPad)
* Ibiden, Compeq, Unimicron, Tripod, Zhen Ding (printed
circuit boards-iPhone/iPad)
* Career Tech, Flexium, NOK (flexible PCBs-iPhone/iPad)
* G Tech Optoelectronics (cover glass-iPhone/iPad)
* Cheng Uei (connectors-iPhone/iPad)
* Simplo, Dynapack (battery packs-iPhone/iPad)
* TXC (quartz crystal-iPhone/iPad)
* Radiant, Coretronic (backlight unit-iPad)
* AAPL European suppliers include ARM Holdings, Dialog Semi,
Imagination Tech, STMicro
* For additional supply chain data see SPLC
* See Bloomberg Industries AAPL earnings metrics here
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
--Editor: Jan Dahinten
To contact the reporter on this story:
Jennifer Tan in Singapore at +65-6212-1114 or
jennifertan@bloomberg.net
To contact the editor responsible for this story:
Jan Dahinten at +65-6212-1164 or
jdahinten@bloomberg.net