A nice article -- SONY is the winner with weaker Yen over Apple.
(This is a part of the article :Sony, Toyota, Apple, and The Bank of Japan Electronics and Gadgets, check the headline on Yahoo)
The other line of items Japan is famous for is electronics. Here, Japanese brands can make real gains against their American competitors. Japanese firms such as Sony (NYSE: SNE) and Panasonic (NYSE: PC) -- both of which make tablets, MP3 players and smartphones that directly compete with Apple (NASDAQ:AAPL) -- stand to benefit enormously from a more competitive price structure. Even with some manufacturing down outside of Japan, a cheaper yen decreases the overhead and home office expenses and lowers the price of every piece of both company's electronics.
Apple is particularly vulnerable. The company – which I think highly of – already has a very high price point for its music players, phones and tablet computers. That the company knows this is indicated by the swirling rumors that the next-generation iPhone will have a model that is significantly cheaper. Anything that makes Apple even less price-competitive might cause another run on the stock, and force it even lower. Savvy investors will be more cautious about Apple's stock until the full impact of a weaker yen becomes clear