Peaked is a relative term. Apple's stock maybe. And might iPhone and iPad growth slow? Probably. But slowing growth is still growth. The point of the video is that the iPad boom continues. Nam Tai only needs a sliver of the market to make huge profits. And on a relative basis Nam Tai is extraordinarily cheap. Remember that Apple will continue to produce new products. The iPhone 5s will be out this year. And that assumes that Nam Tai is *only* supporting Apple. This is a really great story.