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GT Advanced Technologies, Inc. Message Board

  • mk54321 mk54321 Jul 12, 2014 10:33 AM Flag

    Apple IPhone 6 secured supply chain and impact on other smartphone vendors

    Today, DigiTimes is reporting that "Smartphone vendors that are looking to release new high-end models in the second half of 2014 are worried about getting access to enough component supplies as many component makers are preparing orders for Apple's new iPhone, according to sources from the upstream supply chain.

    In addition, non-Apple vendors have delayed the launches of their new smartphones to a later time in 2014 to avoid direct competition against the new iPhones, the sources noted.

    Consumers delaying their purchases of a new smartphone to include upcoming iPhones as one of their options may impact non-Apple vendors' smartphone sales by 10-20%, the sources said.

    The sources pointed out that non-Apple vendors may remain conservative prior to the end of the third quarter, when the new iPhones should become fully available, and related specifications become clear, and they will then launch a new wave of smartphones and marketing attacks to gain back market share."

    Apple is simply rocking the entire smartphone ecosystem in Taiwan which is the largest smartphone production hub in the world. It's as if Godzilla just came to their shores and there's no use fighting it. When Godzilla leaves, Android OEM's will quickly try to catch up.

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    • I can imagine the impending demand for the iPhone 6 will be off the charts. Apple will not make the same mistake as they did with the iPhone 5 launch where demand exceeded supply in those first few months. We have enough sapphire/parts this time to make everyone happy.

      Sentiment: Strong Buy

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