Three U.S. winners among 156 companies in Cupertino’s supply chain

“In a long note to clients posted early Monday, RBC Capital’s Amit Daryanani analyzes the implications of the sharp rise in spending reported last June by what Asymco’s Horace Dediu once called The Bank of Apple,” Philip Elmer-DeWitt reports for CNNMoney.

“These so-called off-balance sheet expenditures, Daryanani notes, have a high correlation to Apple’s future revenues. Basically, they are a signal that the company is ramping up something big,” P.E.D. reports. “He takes last quarter unusually large prepayments as evidence that Apple will beat the Street’s expectations by about 10% over the next couple of quarters.”

P.E.D. reports, “He highlights three relatively unknown U.S. companies whose growth seems to be particularly well correlated with Apple’s: Jabil… Amphenol… [and] Molex.”

Read more in the full article here.


  1. I bet a lot of this investment will be focused on growing new suppliers for critical components that they now get from Samsung. It costs a lots to put together factories that can produce high end display material and it certainly could take some time to see the fruit of those investments.

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