Apple (AAPL) Could See 20%+ Drop in iPhone 5 Demand in Q113
Tweet Send to a FriendGet Alerts AAPL Hot Sheet
Price: $444.38 +0.51%
Overall Analyst Rating:
BUY (= Flat)
Dividend Yield: 2.7%
EPS Growth %: -18.0%
Overall Analyst Rating:
BUY (= Flat)
Dividend Yield: 2.7%
EPS Growth %: -18.0%
Trade AAPL Now!
Apple, Inc. (Nasdaq: AAPL) is ticking lower today on a plethora of speculation, from margin requirements to analyst comments.
Let's add a little more fuel to the fire.
According to Digitimes, Apple might be a markedly decline in demand for its key iPhone 5 smartphone. Suppliers said that yield rates on the iPhone 5 have improved, which would explain the recent release of the iPhone 5 coming to 50 new markets in December and that Apple would begin selling an unlocked version of the iPhone 5. Additionally, recent checks have iPhone 5 shipments down from two to three weeks in mid-November to within a few days now.
Overall, iPhone 5 sales are expected to peak in the calendar fourth-quarter of 2012. Some suppliers and chipmakers see Apple selling 45 million units for the three months ended December. Names like Taiwan Semi (NYSE: TSM), Advanced Semi (NYSE: ASX), and Siliconware Precision (Nasdaq: SPIL) should benefit from the increased orders, Digitimes noted.
However, sources said that orders might drop as much as 20 percent sequentially heading into the first-quarter of 2013.
Shares of Apple are down 3.2 percent on the session.
Join StreetInsider.com FREE and get immediately alerted when news breaks on your stocks and other market items - JOIN NOW
*NEW - Download StreetInsider's FREE iPhone and iPad App - Click Here
Let's add a little more fuel to the fire.
According to Digitimes, Apple might be a markedly decline in demand for its key iPhone 5 smartphone. Suppliers said that yield rates on the iPhone 5 have improved, which would explain the recent release of the iPhone 5 coming to 50 new markets in December and that Apple would begin selling an unlocked version of the iPhone 5. Additionally, recent checks have iPhone 5 shipments down from two to three weeks in mid-November to within a few days now.
Overall, iPhone 5 sales are expected to peak in the calendar fourth-quarter of 2012. Some suppliers and chipmakers see Apple selling 45 million units for the three months ended December. Names like Taiwan Semi (NYSE: TSM), Advanced Semi (NYSE: ASX), and Siliconware Precision (Nasdaq: SPIL) should benefit from the increased orders, Digitimes noted.
However, sources said that orders might drop as much as 20 percent sequentially heading into the first-quarter of 2013.
Shares of Apple are down 3.2 percent on the session.
Join StreetInsider.com FREE and get immediately alerted when news breaks on your stocks and other market items - JOIN NOW
*NEW - Download StreetInsider's FREE iPhone and iPad App - Click Here
You May Also Be Interested In
- Should Cirrus Logic (CRUS) Warning Resonate with Apple (AAPL) Investors?
- Microsoft (MSFT)-Equipped Tablets Could Make Up 8% of Shipments in FY13
- Dry Bulkers on Watch as Diana Shipping (DSX) Swings to Q1 Loss (DRYS) (FREE)
Create E-mail Alert Related Categories
Insiders' Blog, Trader Talk
Login with Facebook
Sign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
