Friday, December 28, 2018

Apple (AAPL) suppliers

Ticker       Company name Mkt Cap
  • CRUS     Cirrus Logic   1.93B ; Austin, Texas-based; Apple supplier; makes audio integrated circuits and microphones used in smartphones.  Apple represents 75% of company's revenue. That is the highest percentage among Apple suppliers, according to FactSet.
  • SWKS    Skyworks Solutions   11.29B : Woburn, Mass.-based; The company makes radio frequency chips used in Apple's iPhone 6, Samsung's Galaxy GS5 as well as many other wireless devices.   Gets 40% of its revenue from Apple.
  • AVGO    Broadcom  94.9B;  San Jose, California-based; top supplier to both Samsung and Apple.
  • QRVO   Qorvo 3.72B: North Carolina; radio frequency (RF) solutions for mobile, infrastructure, and aerospace and defense applications.
  • JBL    Jabil Circuit 3.84B: contract manufacturer; gets about 25% of its revenue from Apple. 
  • LITE   Lumentum   3.11B
  • OLED  Universal Display Corp.  4.109B  (Two new iPhones have OLED screens, all three with 3D sensing)
  • QCOM Qualcomm    67.82B   makes most of its $22.3 billion sales from smartphones
  • NXPI      NXP Semiconductors N.V.     22.5B: Netherlands-based; the world’s number one supplier for small-signal discretes; will supply the near field communications (NFC) module and secure element NFC booster chip. NFC is a set of standards for smartphones and other devices like the Apple Watch to establish radio communication with each other by touching them together or bringing them into close proximity, usually no more than a few centimeters.
  • FNSR Finisar  2.52B   Sunnyvale, California
  • MU  Micron Technology  37.824B  Boise, Idaho; memory and storage solutions
  • AMAT  Applied Materials   31.55B  Santa Clara, California
  • XLNX  Xilinx   22.28B  San Jose, California
  • TXN   Texas Instruments  90.66B Dallas, Texas
  • STM   STMicroelectronics  11.68B  Geneva, Switzerland
  • KN Knowles Corporation 1.15B Itasca, Illinois
  • GLW   Corning   23.59B  Corning, New York
  • ADI   Analog Devices  31.55B  Norwood, Massachusetts
SMH VanEck Vectors Semiconductor ETF
Apple suppliers' stocks:  (vol) https://finviz.com/screener.ashx?v=211&t=AAPL,CRUS,SWKS,QRVO,JBL,LITE,OLED,QCOM,NXPI,FNSR,MU,AMAT,XLNX,TXN,STM,KN,GLW,ADI,SMH&ta=0&o=-volume

Acquisitions
  • InvenSense (traded as NYSE:INVN ) acquired  by TDK Corporation for $13.00/share in cash  Dec. 2016.
  • ARM Holdings  (traded as Nasdaq: ARMH)  United Kingdom; Apple supplier; maker of chips used in smartphones;  acquired by SoftBank Group (SFTBY) for $31.4 bln (July 2016)
  • Broadcom Corp.  (traded as Nasdaq: BRCM) ; California-based; top supplier to both Samsung and Apple. Acquired by Singapore-based Avago Technologies (AVGO) for $37 billion in Feb 2016.  Avago took the Broadcom name after the acquisition. The ticker symbol AVGO that represented old Avago now represents the new merged entity. The Broadcom Corporation ticker symbol BRCM was retired.

News
  • Jan 9, 2019: Apple (AAPL) will cut production of its three new iPhone models by 10% in the January-March quarter, the Nikkei Asian Review reported Wednesday. Last week, Apple shares tumbled after the tech giant announced disappointing iPhone sales and a sharply lower revenue forecast for the holiday quarter. The Nikkei said Apple has asked suppliers twice in the past two months to trim planned production of the iPhone XR, XS and XS Max. The latest request was reportedly made before last week's announcement. The Nikkei reported the move would reduce the total number of iPhones made this quarter from the previously estimated range of between 47 million and 48 million, to between 40 million and 43 million, or more than 20% less in terms of year-over-year quarterly production. 
  • Jan, 2019: Apple's latest iPhone models are seeing huge discounts from retailers in China. The technology giant recently revised its first quarter sales forecast downward, putting a large part of the blame on a slowdown in the Chinese market. Experts said a mixture of a poor pricing strategy and a lack of exciting features compared to local rivals like Huawei has led to the newest iPhones' weak performance in China.
  • Apple's 512GB iPhone XS Max, the most expensive of the new models, costs $1,499 in the U.S. But in Asia's largest economy, the un-discounted price is 12,799 yuan, or nearly $1,900 — a more than 26 percent premium. Other variations of the latest iPhone models have similar price premiums in China.
  • Jan 2, 2019 : (source) Reportedly, Apple is collaborating with Sony Corp.(SNE) to deploy 3D cameras on iPhone XI in a bid to revive dwindling iPhone sales globally. The company plans to leverage Sony’s long-range 3D Camera based on Time of Flight (ToF) technology.This move is expected to enhance iPhone’s photography, security and gaming features, which will help in luring more customers. Further, it will enable users to precisely map objects in 3D and focus on every part of the picture up to five meters. Moreover, it can also be used to track objects in the dark.
  • Dec 2018: Apple (AAPL)announced they’ll no longer disclose iPhone sales, a major metric of business health for investors and analysts.

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