“As Apple basks in the unprecedented demand for its latest iPhones, suppliers from Tokyo to Taipei are sharing in the spoils,” Simon Mundy and Kana Inagaki report for The Financial Times.
“With iPhone sales up 40 per cent year on year in the first quarter, Murata — a Japanese producer of energy-storing ceramic capacitors that counts Apple as its biggest customer — said its operating profit rose 116 per cent from a year earlier,” Mundy and Inagaki report. “Earnings at Taiwan’s Largan, which supplies iPhone camera modules, were up 61 per cent, while those of the South Korean iPhone screen supplier LG Display were almost eight times the level of a year before.”
Mundy and Inagaki report, “The booming earnings in Apple’s supply chain demonstrate the impact of smartphone market shifts on the web of Asian component suppliers and assemblers that are the bedrock of the industry.”
Read more in the full article here.
MacDailyNews Take: Behold the power of Apple’s iPhone.
[Thanks to MacDailyNews Reader “Edward W.” for the heads up.]
Good to hear …..
How are Sammy’s Suppliers doing?
And then there is ScamScum:
Mixed Profits Picture from Galaxy S6 Suppliers Indicate that the new Smartphone isn’t the hit that they were hoping for – Patently Apple
http://www.patentlyapple.com/patently-apple/2015/05/mixed-profits-picture-from-galaxy-s6-suppliers-indicate-that-the-new-smartphone-isnt-the-hit-that-they-were-hoping-for.html
In a new Korean press report published today they concluded that “The combined sales of the 21 listed companies which supply parts and components for Samsung’s Galaxy S6 rose 2.2 percent, while their combined operating profit fell 2.3 percent year on year. This can be interpreted that the effect of the Galaxy S6 was not that big.”
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ScamScum Recaptures Marketshare
ScamScum CEO: We have to increase our marketshare, and our shipments of phone, but no one is buying them. it cost money to make phones that no one buys, what can we do?
ScamScum Marketing VP: I say we fill phone boxes with rocks. No manufacturing cost with rocks. Ship boxes to warehouses, since no one buys our phones, no one will notice. All the stupid pundits equate units shipped with units sold. We increase our shipments until we recapture Marketshare.
ScamScum CEO. Brilliant! Do it!
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