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Bolaji Ojo
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Blogger
Re: Ripple effect of Apple's push-out of component orders
Bolaji Ojo   1/15/2013 10:11:23 PM
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kjosefschmidt, You just put your finger on one of the long-term reasons behind some of the industry's demand-supply imbalances. Well put!

Bolaji Ojo
User Rank
Blogger
Re: Tim Cook - will he go soon?
Bolaji Ojo   1/15/2013 10:04:10 PM
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_hm, Tim Cook's neck is not on the line even if Apple's performance deteriorates and that's not really the case here. The company doesn't have another big name executive waiting in the wing but I am sure they won't have problems replacing him.

_hm
User Rank
Supply Network Guru
Tim Cook - will he go soon?
_hm   1/15/2013 8:09:35 PM
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If Apple result detoriates further, will Tim Cook be forced out? Apple needs some technical leader to give new path to it.

 

Wale Bakare
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Supply Network Guru
Re: every dog
Wale Bakare   1/15/2013 7:31:08 PM
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It is becoming a difficult markets for others in smartphone sector. Apple should look beyond one i - phone making in world markets. Today, Samsung marked 100million sale of just a product( Samsung Galaxy S II) amongst its many smartphone brands. Yet, it's still selling more on its Note III, ACE and others.

kjosefschmidt
User Rank
Stock Keeper
Ripple effect of Apple's push-out of component orders
kjosefschmidt   1/15/2013 4:21:46 PM
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Apple's push-out of orders is a wake-up call for suppliers that have invested the majority of their resources in one customer. These are Apple suppliers that, in order to support Apple's demands, have turned away business from other customers. They will soon be pleading with those other customers for a second chance. The ripple effect will result in extra factory capacity throughout the supply chain, including second and third tier suppliers, and suppliers will be scrambling to fill that capacity by offering component prices below market as an incentive to gain design approval as a second or third source.

chipmonk
User Rank
Production Synthesizer
Apple will need to adjust to the reality
chipmonk   1/15/2013 11:32:37 AM
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Apples vulnerability is its dependence for critical components on its competitors. Samsung is world leader in display technology, memory chips and is going really gung ho. They have deep expertise and capabilityin Physics, design and manufacturing. To stay ahead of the pack in established products like SmartPhones & Tablets, Apple will have to create a deep bench itself. Won;t hurt if Apple brodened its supplier base and went back to Japan, in spite of Japan being 20 % more expensive than So. Korea or Taiwan. Of course Apple can squeeze a few more years of high margin by bringing out entirely new products like a networked TV. 

Barbara Jorgensen
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Blogger
Suppliers and Apple
Barbara Jorgensen   1/15/2013 8:31:09 AM
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Bolaji: I agree regarding suppliers. Normally, I'd suggest they take their business elsewhere, except in this case, Samsung is so vertically integrated that suppliers will have less of an opportunity. Even at a competitive price, Samsung could probably beat it. I think a few key select suppliers whihc already have inroads are well positioned at Samsung. I would also think that Apple uses suppliers common to many of its products, so maybe they'll spread some of that sell around. But Apple's cuts will definitely hurt the supply chian at large.

Bolaji Ojo
User Rank
Blogger
Re: New iPhone!!!
Bolaji Ojo   1/15/2013 8:20:10 AM
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_hm, That doesn't explain it. Apple may be coming out with a new phone but that's in the future and many of the components in the current device will be used.

_hm
User Rank
Supply Network Guru
New iPhone!!!
_hm   1/14/2013 8:01:36 PM
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Another reason for Apple reducing current order is that they may be coming out with new iPhone! Good products by Samsung and other. Lower cost is good for consumer. Apple must reduce cost of their product.

 

Bolaji Ojo
User Rank
Blogger
Re: every dog
Bolaji Ojo   1/14/2013 3:50:44 PM
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There may be a simpler explanation for the reduction in components orders by Apple. It's not such a huge surprise that demand drops at the start of a new year. Any surge in demand during the holidays usually results in a big drop off in the first quarter and most companies anticipate this and signal to suppliers ahead the need to cut supplies.

Apple may not have done this initially because expectations have always been that the company would defy the traditional post-holiday sales lull. That's obviously no longer the case. Competitors' products are better and demand for them stronger.

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