“Demand for the iPhone 3GS has helped Taiwanese suppliers see a 31 percent increase in orders for components, as Apple’s handset is projected to have a record quarter,” Sam Oliver reports for AppleInsider.
“Citing a local firm, Taiwan-based industry publication DigiTimes noted that integrated circuit shipments in the third quarter of 2009 hit 116.97 million, up 30.9 percent,” Oliver reports. “Leading that growth, and giving a boost to suppliers, has been the iPhone, which sold 7.4 million units globally last quarter. The report suggests that Apple could blow out its previous record when the December quarter concludes.”
Oliver reports, “‘In the third quarter of 2009, sales of the Apple iPhone 3GS far exceeded expectations, and sales are expected to reach 10 million in the fourth quarter of 2009,’ the report said. ‘iPhone chip suppliers have benefited from this development. Furthermore, other terminal vendors made advance procurements to prepare for the peak season in the fourth quarter.'”
Analyst Charlie Wolf with Needham & Co., in Monday’s edition of his ‘Wolf Bytes’ note, “called the iPhone the ‘gold standard’ of the smartphone market. As competitors like the BlackBerry, Palm Pre, and Motorola Droid look to capture some of Apple’s buzz, Wolf said he believes the iPhone will remain on top for the foreseeable future,” Oliver reports. “‘No competitive smartphone has emerged as an iPhone killer just as no portable music player came close to becoming an iPod killer,’ he said. ‘That’s because no one develops user-friendly software like Apple does.'”
More info in the full article, including a graph of smartphone market share from Q104-Q309, here.