Stock Prices of Japanese Suppliers Slip in Response to Apple's Earnings [iOS Blog]

Stock Prices of Japanese Suppliers Slip in Response to Apple's Earnings - Mac Rumors window.fbAsyncInit = function() { FB.init({ appId : '263507923666566', status : true, // check login status cookie : true, // enable cookies to allow the server to access the session xfbml : true // parse XFBML }); }; (function() { var e = document.createElement('script'); e.src = document.location.protocol + '//connect.facebook.net/en_US/all.js'; e.async = true; document.getElementById('fb-root').appendChild(e); }()); Front Page Mac Blog iOS BlogRoundups AirPortApple TViMaciOS 7iPad AiriPad miniiPhone 5ciPhone 5siPhone 6iPod classiciPod nanoiPod shuffleiPod touchiWatchMac miniMac ProMacBook AirMacBook ProOS X MavericksThunderbolt Display Buyer's Guide ForumsGot a tip for us? Share it... Push Twitter Facebook RSS a. Send us an emailb. Anonymous formclose (x)Stock Prices of Japanese Suppliers Slip in Response to Apple's Earnings Wednesday January 29, 2014 7:38 am PST by Kelly HodgkinsNegative reactions to Apple's Q1 2014 earnings report extended overseas to Japanese component manufacturers, says Reuters. Suppliers such as Taiyo Yuden, TDK, Sharp and Nitto Denko saw their stock prices fall by as much as 3.9 percent following the release of Apple's quarterly financial results.



Stock prices of these Japanese suppliers are expected to rebound because of their broad client base, but Japanese analysts believe Apple will remain stagnant.

"The company is unlikely to expect profit growth from now on as the iPhone market has been saturated," a fund manager at a Japanese asset management firm said. "In order to sell in China and emerging countries, the company needs to cut prices more aggressively, so there is also pressure on parts makers."

Despite these negative global projections, demand for Apple products in Japan remains strong. During Apple's earning conference call, Tim Cook said iPhone sales rose 40% in Japan, due to a new distribution deal with the country's largest mobile operator NTT Docomo. [ 10 comments ] Share on Twitter Share on Facebook Share on Google+ Top Rated Comments(View all)

phinsupPosted: 1 day ago at 07:57 amThe entire NIKKEI 225 was down 5% until this morning (recovered over 2%). That started Friday, I seriously doubt apple is dragging the exchange down.Rating: 1 PositivesscaredpoetPosted: 1 day ago at 08:06 am

:rolleyes:Rating: 1 Positivespraetorian909Posted: 1 day ago at 10:31 amHmm I never knew Taiyo Yuden made things besides recordable disc media...Rating: 1 Positivescdmoore74Posted: 21 hours ago at 02:29 pmAnd Samsung's profit and margins? Expectations on Apple are over the top, but they have made history. Incremental changes won't improve profits. Next new thing will

People need to stop worrying about what Samsung does. If Samsung falls off the face of the earth another Android OEM will take its place. If Apple falls off that’s it; game over. People act as Android is a one trick pony.Rating: 1 Positives
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Apple's Share of Tablet Market Sees Slight Holiday Quarter Boost

Wednesday January 29, 2014 7:01 am PST by Eric SlivkaFollowing its mobile phone report earlier this week, research firm IDC has published its estimates of tablet shipments for the fourth quarter of 2013, showing that Apple continues to lead the market with roughly one-third of all shipments.

Worldwide tablet shipments in 4Q13 in millions of units (Source: IDC)
Apple's share of the market has generally declined over the past two years amid the proliferation of low-cost Android tablets, particularly unbranded "whitebox" devices in the Chinese market. The holiday quarter with refreshed iPads did, however, allow Apple to raise its share of the market to 33.8 percent from 29.7 percent in the previous quarter.

Apple once again led the worldwide market for tablets, shipping 26 million units during the quarter, up from 14.1 million the previous quarter and 22.9 million in 4Q12. While the quarter represented the company's most successful on record, its year-over-year growth of 13.5% was well below the industry average. The numbers bring into focus the challenges the company faces as it attempts to grow its tablet business in markets outside of its traditional mature-market strongholds and in the face of continued success from competitors both large and small.

Apple saw its worldwide tablet market share for the quarter grow to 33.8%, up from 29.7% in the third quarter but down from its 38.2% share in the fourth quarter of 2012.

Apple's iPad shipments (red) and share of worldwide tablet shipments (blue) for 2Q11–4Q13 (Source: IDC)
As always, it is important to note that IDC's numbers track shipments instead of sales, and thus how many shipped devices are making their way into consumers' hands remains unclear. IDC's figures are also estimates, as most companies do not release their exact tablet shipment data and thus research firms must rely on supply chain data and calculations from information that is made public by manufacturers to build their estimates.

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