Apple (AAPL) Could See 20%+ Drop in iPhone 5 Demand in Q113

December 5, 2012 10:26 AM EST
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.

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