Supply chain risk: global Smartphone industry worse than imagining
Apple not weak hard-
Apple and Foxconn, millet-IT information
On May 11, according to foreign reports, Apple released a disappointing after the previous quarter earnings, investors have started to pay close attention to the changes in the Smartphone industry. Asian suppliers provide latest information shows that the smart phone industry will face worse than expected.
Smartphone OEM and accessory suppliers in Asia have recently released earnings. Their results show that smartphone makers will face difficulties in the future.
OEM Apple iPhone he Shuo said company profits is not up to expectations, and in April of this year revenues fell by 16%. Remove from heshuo, provide backlight for iPhone Japan manufacturer Minebea, previously issued revenue and net profit figures were not up to my expectations. For Apple and other smartphone manufacturers to provide a display of Japan display (Japan Display) indicates that, due to performance degradation very quickly, there will be a deficit in this fiscal year and the company terminated originally promised dividends to its shareholders. In addition, as analysts warned Lenovo facing increased competitive pressure, the company's share price has hit a four-year low.
Asian parts suppliers in the supply chain of the front end, so they usually reflect the performance of Apple, Samsung and millet and other smartphone makers ' future performance. Apple's second-quarter financial data at the end of March has shown that global demand for the Smartphone market is deteriorating, resulting in the company's quarterly revenue fell 13 per cent for the first time in years. Now, some companies may face triple revenue decline, market share battle fiercely, price competition is increasing.
Analysts at KGI securities in Taipei, said lichade·Guo, "Smartphone industry will continue to slow this year. Competition will become fiercer and product prices will continue to decline. ”
Outlook bleak
He Shuo counterparts a bleak financial data just show that since its 2007 launch of the first generation of Apple iPhone, the Smartphone market will be faced with the worst rate of expansion. Bleak currently in the Smartphone market has been reflected in the Chinese market. In the Chinese market, smartphones are no longer a novelty, the vast majority of brands looking to low-end products, and such users do not like Apple and Samsung high-end product users regular replacement of mobile phones.
Contract manufacturing for Sony, Lenovo and millet Smartphone Fu Zhikang (FIH Mobile Limited, listed subsidiary Foxconn in Hong Kong) is now expected, this year may go to work in fiscal year without charge. Fu Zhikang three customer Smartphone shipments in the first quarter showed a downward trend. Although the world's largest smart phone makers Samsung Electronics through the early release of more profitable new phones boost mobile phones businesses profit, but the company still warned investors, market demand is showing signs of weakness.
Japan display shares fell up to 4.3% on the Tokyo Stock Exchange on Wednesday. Under the influence of Apple equipment shipments in April fell 8.5%, Hon Hai precision industry fell by 1.9%.
Last month, the world's largest contract chip maker TSMC has cut demand for the company's Smartphone predictions. Bloomberg figures show, TSMC's major clients include Apple, Qualcomm and Huawei.
Of course, not all forecasts are currently be gloomy. Industry remain upbeat on Smartphone in India and other developing markets demand, because these countries still do not use the high-speed 4G technology, which will promote the sales of smartphones. TSMC said last month, a faster, more powerful midrange Smartphone, will motivate buyers in emerging markets focused on cost savings.
The next important nodes will appear in the Smartphone industry around September this year, when Apple will release a new generation of iPhone mobile phones. Apple chose this time to launch a new product, usually in order to stimulate sales in the holiday shopping season, vendors, and other accessories to a microprocessor vendors provide some comfort.
Of course, until that moment still need at least 4 months. Sanford c. Bernstein & Co. analyst Mark Li (Mark Li) says, "Although the smart-phone market slowing trend has made it quite clear, but deterioration may be not as bad as feared. ”
供应链危机：全球智能
手机业比想象更糟，
苹果不疲软也难 -
苹果,富士康,
小米 - IT资讯
5月11日消息，据外电报道，在苹果发布了令人失望的上一财季财报之后，投资人已开始密切关注着智能手机产业的变化。亚洲供应商最新提供的信息表明：智能手机产业将面临的困境要比想象的更糟糕。
亚洲智能手机代工和配件供应商日前纷纷发布了财报。他们的财报表明，智能手机制造商未来将面临着重重困难。
为苹果代工生产iPhone的和硕表示，公司利润未达预期，且今年4月的营收同比下滑了16%。除去和硕之外，为iPhone提供背光模组的日本制造商Minebea，此前发布的营收和净利润数据均未达自己的预期。为苹果和其他智能手机厂商提供显示屏的日本显示器（Japan Display）则表示，由于业绩恶化的非常快，该公司本财年将出现亏损并终止原本向股东承诺的派息。此外，由于分析师警告联想集团面临的竞争压力将不断加大，该公司股价已创出了四年新低。
亚洲配件供应商处于供应链的前端，因此他们的业绩通常能够反映出苹果、三星电子和小米等智能手机制造商未来的业绩情况。苹果截至3月末的第二财季的财务数据已经证明，全球智能手机市场的需求正在不断恶化，导致该公司的季度营收在13年中首次同比出现了下滑。如今，一些企业可能面临着三连击：营收下滑，市场份额之争惨烈，产品价格竞争压力加剧。
凯基证券驻台北分析师理查德·郭表示，“智能手机产业今年将继续放缓。竞争将变得更加激烈，产品的售价将会继续下滑。”
前景惨淡
和硕与其同行惨淡的财务数据，仅仅是表明自苹果2007年推出第一代iPhone以来，智能手机市场将面临着最糟糕的扩张速度。智能手机市场的惨淡目前主要在中国市场得到了体现。在中国市场，智能手机已不再是新奇事物，绝大多数的品牌把目光投向了中低端产品，而此类产品的用户不会像苹果和三星电子的高端产品用户那样经常性的更换手机。
为索尼、联想集团和小米代工制造智能手机的富智康（FIH Mobile Limited，富士康在香港的上市子公司）当前预计，该公司今年上班财年的可能会颗粒无收。富智康的三大客户第一季度的智能手机出货量均呈下跌之势。虽然全球最大的智能手机制造商三星电子通过早期发布盈利性更强的新款手机提振了手机业务的利润，但这家公司依旧警告投资人，市场需求出现了疲软的迹象。
日本显示器股价周三在东京证券交易所最多下跌了4.3%。受苹果设备出货量在4月份下滑8.5%的影响，鸿海精密股价下滑了1.9%。
全球最大的芯片代工制造商台积电在上月下调了该公司的智能手机需求预测。彭博社的统计数据显示，台积电的主要客户包括了苹果、高通和华为。
诚然，当前并不是所有的预测都惨淡无光。业内依旧看好智能手机在印度等发展中市场的需求，原因是这些国家仍未采用高速4G技术，这将会推动智能手机的销量。台积电在上月就表示，运行速度更快、功能更强大的中端智能手机，将激发新兴市场注重节省成本的买家。
智能手机产业的下一个重要节点将出现在今年9月前后，届时苹果会发布新一代的iPhone手机。苹果选择在此时发布新产品，通常是为了刺激假日购物季的销量，向微处理器供应商和其它配件供应商提供些许的安慰。
当然，要等到那一时刻仍需要至少4个月时间。Sanford C. Bernstein & Co.分析师马克·黎（Mark Li）表示，“虽然智能手机市场减速趋势已相当明确，但恶化程度可能没有人们担心的那样糟糕。”