“History is repeating itself. Reports from Taiwan tell us that the strength of iPad and iPod touch demand is causign tight touch panel supply, meaning Apple has a big slice of the very market competitors need some access to in order to launch their own iPad (and iPhone) killers,” Evans reports. “‘Apple shipped about 17 million iPhones in the first half of 2010, and is expected to ship over 30 million iPhones for the year, up from 25 million units in 2009, the sources said, adding that iPad shipments for the year are expected to exceed 12.9 million units in 2010,’ [DigiTimes reports].”
Evans reports, “This is not good news for Apple competitors hoping to introduce Android-based tablets or phones.”
Full article here.
@ joe,
I know that Apple is flush with cash, but Foxconn has a market capitalization of 104 Billion dollars. Apple would need to purchase at least 20% of the stock value to have any say in operations. That being said, Apple is probably Foxconn’s number 1 customer, so they will do what Apple says regardless.
Apple kills all the other babies. It has bought all the cows and so there is a shortage of milk.
Suppliers must be retarded. If I read that article correctly, Apple pays less per part, meaning that the competitors to Apple pay more.
So if the suppliers had some intelligence, they would sell as many components to Apple’s competitiors at the higher price then sell whatever is left to Apple (at the reduced “Apple” price)
Is simple business.
@digviz
Is this…dot dot dot thing…comment haiku?
Or is this…dot dot dot thing…a slow meat puppet OS…as the mental software…with overburdened processing cycles…attempting to keep up?
It could be…you know…too much Flash loaded in our forebrains…and if only we had…a mental equivalent…of clickforflash…for ourselves!
sign me “…”