“‘Expectations for the next year are high,’ Takehiro Kamigama told Reuters in an interview on Wednesday, suggesting that the next-generation iPhone is expected to carry more of its high-frequency filters per handset,” Yamazaki and Murai report. “He declined to quantify the expected orders. Apple is widely believed to be a major client of TDK, although the company has never publicly named it.”
“TDK, once a successful audio tape maker, prospered in magnetic heads for hard disk drives until demand for personal computers peaked out,” Yamazaki and Murai report. “Over the last few years, it has revamped itself into a key smartphone parts supplier, with main products including rechargeable batteries, high-frequency filters that sort out radio signals, and tiny parts called capacitors that control the flow of electricity.”
Read more in the full article here.
MacDailyNews Take: More discounting of Credit Suisse analyst Kulbinder Garca’s so-called “channel-checks.” Is this the sort of action you’d hoped to generate, Kulbinder?
Apple supplier Avago smashes earnings record – December 2, 2015
Apple stock slides on Credit Suisse claims of iPhone component order cuts, weak iPhone 6s demand – December 2, 2015
UBS analyst’s latest ‘research’ note on Apple is just another ‘actionable’ note and should be totally ignored – November 16, 2015
Apple shares continue to get slammed on commission/bonus related ‘actionable research’ – November 10, 2015
Apple lower after Credit Suisse notes substantial supply-chain cuts – November 10, 2015
CIRP: Android users upgrading to Apple iPhone at unprecedented rate – December 2, 2015
Millions of Android settlers are now upgrading to Apple’s iPhone – November 24, 2015
Apple’s iPhone can soon reap 100 percent of world’s smartphone profits – November 17, 2015
Apple’s iPhone owns 94% of smartphone industry’s profits – November 16, 2015
IDC: Apple iPhone sales up up 22.2% as new models capture upgraders and Android converts alike – October 29, 2015
Apple iPhone owns over 90% of smartphone profits, so why do others even bother fighting over Apple’s scraps? – October 8, 2015
Apple’s iPhone owns 92% of smartphone industry’s profits – July 13, 2015