Tag: Apple iPhone supply chain

Signs of Structural Shifts in High Tech and Consumer Electronics Supply and Demand Networks

The Supply Chain Matters blog provides a commentary exploring what may be early signs that structural shifts in high tech and consumer electronics supply and demand networks are underway.

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Breaking News: Apple Resets Revenue Expectations for the Holiday Quarter in a Thud Heard Round the World

In a direct letter to Apple investors, Apple CEO Tim Cook dramatically lowered revenue guidance by $5 billion for the current fiscal quarter that ended on December 31. He further pointed to revenue expectations hampered by supply network constraints.

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Added Reports of Cutbacks Within Apple’s Supply Network Imply Broader Implications

The Supply Chain Matters blog highlights added reports related to reduced long-term demand for Apple iPhones, the consequent implications across Apple’s supplier networks, and a likely broader concern for high-tech and consumer electronics supply networks in 2019.

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Apple Shares in Freefall Due to Effect of Product Strategy and Supply Network Implications

Financial headlines this week are keenly focused on a building decline in technology stocks being led by Apple and its perceived shifting of iPhone product strategy that is now cascading across the hardware supply network.

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Apple’s Fiscal Q4 2018 Financial Performance- The Building Realities Hardware Supply Network Segmentation Strategy

Apple stock is in a current downspin after reporting its best quarterly financial performance in the history of the company. With a concern and focus on whether the company’s future iPhone’s strategy will be lower volume, higher margin hardware and related services generated margins, the implication for the supply network segmentation and supplier relationship strategies remain concerning.

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Apple's Fiscal Q2 Financial Performance- A Turning Point for Supply Chain Strategy

Apple reported its financial performance for the March-ending quarter, and investors seemed very pleased. Supply Chain Matters is of the view that the latest fiscal quarterly results represent a significant strategy inflection point for Apple’s hardware product supply chains.

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