“Apple [AAPL] is shaking up the world’s electronics supply chain, making huge investments in plant and infrastructure as it prepares for fall’s iPhone 5,” Jonny Evans writes for Computerworld. “note Citibank’s claims that if you took Apple out the equation, the electronics supply chain would be shrinking. ‘Year over year, Apple on a dollars basis is expected to [be] outgrowing overall tech supply chain in the June quarter or, in other words, without Apple the supply chain is actually shrinking,’ writes analyst, Jim Suva. This is why Apple is able to command component supply at prices competitors can only dream of.”

“An Asymco report this morning… tells us the company’s investment in machinery and equipment in its most recent quarter is the highest for any quarter to date,” Evans writes. ” Asymco tells us the $1.3 billion in such spend in the last quarter needs to be raised by another $2.5 billion in the next two quarters. In other words, Apple’s investing very, very heavily in plant and equipment. So what’s it planning?”

Evans writes, “I’m not convinced all Apple’s plant and equipment investments can be explained away by the new iPhone. I’m anticipating new Macs, too, and I now expect some significant new re-designs across the company’s desktop and notebook products. Could some of the billions Apple’s investing be going into development of Liquidmetal tech for these devices?”

Read more in the full article here.

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