Apple and Samsung plan to release their earnings on October 30 and 31, respectively. YoY, Apple expects flat revenue, and Samsung expects a 5.3% decline.
It’s that time of year—Apple (AAPL), the world’s largest handset maker by revenue, is launching its new iPhones. Apple chip supplier stocks have rallied.
Today hasn’t been a good day for Apple (AAPL) supplier Largan Precision in Taiwan. It reported about a 29% decline in its revenues in its latest earnings report.
Dialog Semiconductor stated that it has agreed to supply chips to Apple in 2018. It added that it has started designing chips for Apple’s 2019 products.
KeyBanc estimates that Cirrus Logic and Skyworks Solutions could earn $0.05–$0.08 in earnings per share for every 5 million iPhone 8 and iPhone X models sold by Apple.
The stock of Apple (AAPL) iPhone lens manufacturer Largan Precision fell 10% on Wednesday, December 6, 2017, after it announced that revenue for December 2017 is expected to decline.
Micron’s Storage business unit Micron Technology (MU) witnessed strong growth in its largest business—Compute and Networking. It also witnessed strong double-digit growth in its second-largest segment, SBU (Storage Business Unit), which serves client and enterprise laptops, cloud, and traditional enterprise servers. It offers a mixed blend of DRAM (dynamic random access memory) and NAND (negative […]
Apple has been in focus for its iPhone production. Its decisions have been affecting its semiconductor suppliers such as Skyworks Solutions and Analog Devices.
Several reports have been circulating in China that Apple may launch three models of its new flagship phone: iPhone 7, iPhone 7 Plus, and iPhone 7 Pro/iPhone 7 Plus Premium.
With stressed iPhone 6s and 6s Plus sales, all suppliers have high hopes for Apple’s upcoming flagship product, the iPhone 7. It’s scheduled to launch in September 2016.
Apple scaled back iPhone production from December 2015 to June 2016. That caused Texas Instruments’ revenue to fall 2% YoY in fiscal 4Q15 and 5% YoY in fiscal 1Q16.
The March 2016 earnings season was seasonally slow for the power semiconductor market. The biggest pending merger in the market is between Fairchild Semiconductor (FCS) and ON Semiconductor (ON).
Qorvo’s (QRVO) fiscal 4Q16 earnings came as a surprise as its fellow Apple suppliers Skyworks and Cirrus Logic (CRUS) reported weaker earnings. This turn of events made some analysts pessimistic about Qorvo’s earnings.
Taiwan Semiconductor has posted a flat guidance for fiscal 1Q16 as its major customer—Apple—scaled back the production of its iPhone 6s and 6s Plus devices.
Many analysts have maintained a “Buy” rating for Qorvo as it still shows strength in various areas and as the sales of other Apple products remain strong.
