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Success and failure both come from Apple; suppliers have concerns about receiving orders.
Benefiting from the strong sales of Apple computer products, the third quarter financial reports of Apple-related supply chains that have been announced show good results. Whether it is metal casings, PCB soft boards, HDI boards, or cooling module manufacturers, the third quarter operations and profits are quite impressive. It can be said that despite the recent overall economic downturn, this group remains hot. However, under the influence of Apple's price-cutting policy, some panel and printed circuit board manufacturers are unwilling to take Apple orders at a loss and are considering shifting towards non-Apple camps. Apple supply chain operators indicate that Apple founder Steve Jobs focused on creativity, while CEO Tim Cook emphasizes cost. Additionally, as smart products move towards lower prices, suppliers are under significant pressure regarding pricing. Unless suppliers can quickly reduce production costs, orders may not reflect profit performance, and there may even be a phenomenon similar to the DRAM industry, where producing more leads to greater losses.
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