Need Help? Contact the Espiya Helpdesk. CLICK HERE


Author Topic: Apple cutting orders of parts like LCDs in half for iPhone5 and iPads  (Read 6830 times)

MasterChief63

  • fire your guns, it's time to run, BLOW ME AWAY
  • 2006 Vanguards
  • Active - Top Level
  • *
  • Posts: 12329
  • Karma 254
  • Gender: Male
  • FINISH THE FIGHT...
seems like the initial burst of demand for iPhone 5 has ended the sudden demand for the iPad mini has caused a much lower demand for the iPad 3 and iPad 4

iPhone 5 parts orders cut by half

via WSJ

Quote
Apple Inc. has cut its orders for components for the iPhone 5 due to weaker-than-expected demand, people familiar with the situation said Monday.

Apple's orders for iPhone 5 screens for the January-March quarter, for example, have dropped to roughly half of what the company had previously planned to order, two of the people said.

The Cupertino, Calif., company has also cut orders for components other than screens, according to one of the people.

Apple notified the suppliers of the order cut last month, the people said.

The move indicates that sales of the new iPhone haven't been as strong ...

iPad 9.7" Display orders from SHARP almost to a HALT

via REUTERS

Quote
(Reuters) - Sharp Corp has nearly halted production of 9.7-inch screens for Apple Inc's iPad, two sources said, as demand shifts to its smaller iPad mini.

Sharp's iPad screen production line at its Kameyama plant in central Japan has fallen to the minimal level to keep the line running this month after a gradual slowdown began at the end of 2012 as Apple manages its inventory, the industry sources with knowledge of Sharp's production plans told Reuters.

Sharp spokeswoman Miyuki Nakayama said: "We don't disclose production levels".

Apple officials, contacted late in the evening after normal business hours in California, did not have an immediate comment.

The sources didn't say how much of the slowdown was due to seasonal changes in demand or consumers opting for the smaller iPad mini and were unable to characterize Apple's overall tablet sales.

Macquarie Research has estimated that iPad shipments will tumble nearly 40 percent in the current quarter to about 8 million from about 13 million in the fourth quarter, although Apple's total tablet shipments will show a much smaller decrease due to strong iPad mini sales.

APPLE SHARES

Any indication that iPad sales are struggling could add to concern that the appeal of Apple products is waning after earlier media reports said it is slashing orders for iPhone 5 screens and other components from its Asian suppliers.

Those reports helped knock Apple's shares temporarily below $500 this week, the first time its stock had been below the threshold mark in almost one year.

Apple, the reports said, has asked state-managed Japan Display, Sharp and LG Display to halve supplies of iPhone panels from an initial plan for about 65 million screens in January-March. Apple is losing ground to Samsung, as well as emerging rivals including China's Huawei Technologies Co Ltd and ZTE Corp.

NO BIG CHANGE AT OTHER MAKERS

In addition to Sharp, Apple also buys iPad screens from LG Display Co Ltd, its biggest supplier, and Samsung Display, a flat-panel unit of Samsung Electronics.

Both LG Display and Samsung Display declined to comment.

A source at Samsung Display, however, said there had not been any significant change in its panel business with Apple, which has been steadily reducing panel purchases from the South Korean firm.

A person who is familiar with the situation at LG Display said iPad screen production in the current quarter had fallen from the previous quarter ending in December, mainly due to weak seasonal demand that is typical after the busy year-end holiday sales period.

Apple's iPad sales may have suffered amid a weak Christmas shopping period that hurt other consumer gadget makers as well.

CROWD OF RIVAL PRODUCTS

Apple also faces stiffening competition in tablets from a growing crowd of rival products from makers including Samsung with its Galaxy and Microsoft Corp's Surface. A consumer shift to smaller 7-inch screen devices, which Apple responded to late last year by launching its iPad mini for $329, are adding pressure.

BNP Paribas expects the iPad mini will eat into sales of the full-sized iPad, with the mini rise to 60 percent of total iPad shipments in the January-March quarter.

Looking to cut into Apple's market share in the smaller segment are Amazon.com Inc with its Kindle and Google Inc with its Nexus 7.

CEO, Tim Cook, who is credited with building Apple's Asian supply chain, has overseen several gadget launches, including the iPhone 5, the latest iPad models and the iPad mini during his first year, is under pressure to deliver the kind of product innovations that wowed consumers during Steve Jobs' tenure to keep his company's profit growth stellar.

Sharp, which also supplies screens for the iPhone, has been working with its main banks on a restructuring plan after posting a $5.6 billion loss for the past fiscal year. To secure emergency financing from lenders including Mizuho Financial Group and Mitsubishi Financial Group.it had mortgage its domestic factories and offices including the one building screens for Apple.

In December, Qualcomm Inc agreed to invest as much as $120 million in Sharp and the two companies said they would work to develop new power-saving screens.

Idiot

  • 2008 Guardians
  • Active - Top Level
  • *
  • Posts: 3352
  • Karma 64
Re: Apple cutting orders of parts like LCDs in half for iPhone5 and iPads
« Reply #1 on: January 19, 2013, 02:18:26 AM »
apple need a charismatic leader like steve jobs and innovator

they are losing with the same technology samsung and other companies

mas maganda bilin nila yung air shuffle tech at developed

or yung sa India na projection ang technology kaso naglabas na din yung samsung na parang projector yung cellphone

same thing happen steve jobs was evicted bagsak ang sales ng apple bumalik si steve jobs new technology namatay na si steve jobs bagsak ang apple

tsaka who would buy that iphone 5 so expensive

MasterChief63

  • fire your guns, it's time to run, BLOW ME AWAY
  • 2006 Vanguards
  • Active - Top Level
  • *
  • Posts: 12329
  • Karma 254
  • Gender: Male
  • FINISH THE FIGHT...
Re: Apple cutting orders of parts like LCDs in half for iPhone5 and iPads
« Reply #2 on: January 19, 2013, 05:26:31 AM »
tsaka who would buy that iphone 5 so expensive

last year it was the war of the 4.5" to 5.3"1280x720 phones

2013 is he war of 5" and up 1920x1080 Quad to Octacore superphones and Apple actually plans to make an iPhone Mini?

the ship is starting to sink and its just January, when Feb hits its MWC time in Barcelona and after CES the BIGGER GUNS will come out

guns like the Samsung GS4, Note 3 and Note 8.1; the Lenovo K900 intel atom phone, the Sony Xperia Z & ZL, HTC M7 and the phones from ZTE, Huawei and other new players on the smartphone market

Adonai

  • <3 2 F ur MoM
  • 2006 Vanguards
  • Active - Top Level
  • *
  • Posts: 1537
  • Karma 38
  • Gender: Male
You're not your. This not these. It's not its. We're not were.

Thanks Gat J.P. Rizal for the Arsenal shirt. <3

MasterChief63

  • fire your guns, it's time to run, BLOW ME AWAY
  • 2006 Vanguards
  • Active - Top Level
  • *
  • Posts: 12329
  • Karma 254
  • Gender: Male
  • FINISH THE FIGHT...
Re: Apple cutting orders of parts like LCDs in half for iPhone5 and iPads
« Reply #4 on: January 24, 2013, 08:42:41 AM »
http://www.google.ca/finance?cid=22144

Weird.



i agree

Quote
(Reuters) - Weaker-than-expected holiday sales of Apple Inc's iPhone reinforced fears that it is losing its dominance in smartphones, driving its shares down 9 percent in premarket trading and drawing another round of stock price target cuts.

Fourteen brokerages including Barclays Capital, Mizuho Securities USA, Credit Suisse, Deutsche Bank, Raymond James, Robert W. Baird & Co and Canaccord Genuity cut their price target on the stock by $142 on average to $599.

Apple's shares closed at $514 Wednesday on the Nasdaq.

Jefferies & Co cut its rating on Apple's stock to "hold" from "buy" and slashed its share price target by $300 to $500.

Jefferies analyst Peter Misek, who has previously raised red flags about Apple cutting orders to suppliers, said the iPhone slowdown was "real and material" and here to stay.

"We think Apple is losing the screen-size wars," Misek said, noting that demand was moving away from the iPhone's 3.5-inch and 4-inch screens to screens of 5 inches offered by rivals such as Samsung Electronics Co Ltd, HTC Corp and Nokia Oyj.

Misek is a top-rated analyst for the accuracy of his earnings estimates for Apple, according to Thomson Reuters StarMine.

Apple said it shipped a record 47.8 million iPhones in the December quarter, but this trailed the average analyst forecast of 50 million units.

Deutsche Bank trimmed its price target to $575 from $800, and said Apple should start making a lower-priced iPhone to arrest the market share loss.

Credit Suisse analysts said a new product cycle and wider telecom carrier selection could be possible catalysts for the company, but added that these were not imminent.

"We believe a lower ability to beat earnings per share expectations, and some concerns on demand, may weigh on the stock near-term," said Credit Suisse, which cut its target price by $150 to $600.

Up to Wednesday, 24 analysts had lowered their price targets since October when Apple reported its fourth-quarter results, according to Thomson Reuters data.

Apple is the lowest ranked stock among the marquee technology firms in the United States based on the change in analyst sentiment, or Analysts Revision Model (ARM), according to StarMine.

Apple's global ARM score of 10 is well below Google Inc's 34 and Microsoft Corp's 19 out of a possible 100. Nokia and Samsung have scores of 82 and 89, respectively.

Research in Motion Ltd has a perfect score of 100, according to the model, which measures analysts' revision of key indicators such as earnings and revenue estimates and changes to their ratings.

Apple shares were trading at $468 before the bell.