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Supply Chain Cuts Rumored for Apple - Vendor Portal Expert

Supply Chain Cuts Rumored for Apple

Vendor Portal Expert  > News  > Supply Chain Cuts Rumored for Apple

Supply Chain Cuts Rumored for Apple

Supply Chain cuts and issues are not always limited to selecting the right supplier at the right time for the right components.

Yesterday there was an article in Fortune Online regarding revenue adjustments for large suppliers to Apple. These revenue warnings resulted in a whole host of analyst buzz and a Morgan Stanley price target reduction of 12% for Apple Computer.

Tim Cook, Apple’s CEO warned for people not to put too much emphasis on any one supplier but still the stock is seeing some significant selling.

Here is a link to the Article in Forbes  http://fortune.com/2015/12/16/apple-supply-chain-rumors/

Apply Supply Chain Cuts Rumor Article

The bears and the bulls could both be right.

As often happens in the anxious weeks before the end of Apple’s big holiday quarter, talk on the Street has turned to the company’s Asian supply chain.

Component orders for the iPhone 6S and 6S Plus are down, we hear from Apple analysts at Morgan Stanley, JP Morgan, Barclays and Credit Suisse—with each note’s release accompanied by another drop in the company’s share price AAPL 0.77% . Apple’s shares fell 3.6% Monday morning, for example, after Morgan Stanley lowered its estimate for the number of iPhone unit sold during the holiday quarter by 6%.

 Whether these are reports of cuts at four separate suppliers or four reports from the same component maker is not entirely clear. The only supplier on record so far is Dialog Semiconductor, which lowered its expectations a bit over 10% Tuesday due to “weaker than anticipated demand in its mobile systems segment.” Dialog makes a power management circuit for Apple that represents an estimated 75% of Dialog’s income.

Piper Jaffray analyst Gene Munster came to Apple’s defense. He reminded clients of Tim Cook’s warning not to rely on any single supply chain estimate. (“I’ve never seen one that’s even close to accurate,” Cook told analysts earlier this year.)

Besides, Munster added:

“If Dialog’s guidance was indicative of Mar-16 iPhone units, it would suggest units next quarter would be down 9% y/y compared to recent analyst iPhone cuts predicting Mar-16 down ~15%.”

In other words, the Street was expecting an even bigger decline in iPhone sales next quarter than the Dialog warning would imply.

Joe Flynn

Joe is the Founder of Lavante, Inc. In 2001, Joe co-founded Lavante Inc. (formerly AuditSolutions LLC) with the vision of transforming the traditional manual-based AP audit recovery industry through the use of sophisticated on-demand technologies.

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