Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (145213)	11/19/2012 8:37:50 AM
From: slacker711	Read Replies (1) \| Respond to of 213177

Apple suppliers to enjoy particularly strong 1Q13 digitimes.com Ingrid Lee, Taipei; Jessie Shen, DIGITIMES [Monday 19 November 2012] Apple's suppliers, including contract chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) and packager Advanced Semiconductor Engineering (ASE) which have entered the vendor's supply chain, are all expected to report particularly strong results for the first quarter of 2013, market observers believe. Apple is expected to introduce its next-generation iPad and iPhone series around the middle of 2013, which will boost demand for ICs in particular communications related chips during the latter half of the first quarter, according to the observers. Component orders placed by Apple, which climbed to high levels prior to the iPhone 5 rollout, will rise again between March and April, the observers indicated. TSMC's overall utilization rate, for instance, is set to contract in January and February due to a slowdown in customer orders, the observers said. However, utilization rate will pick up and grow substantially in March. Meanwhile, backend service provider ASE will also enjoy brisk orders for communications ICs in the first quarter of 2013, the observers pointed out. TSMC saw its consolidated revenues hit an all-time high in October 2012. The foundry expects to post an about 8% sales decrease in the fourth quarter of 2012 followed by another sequential dip in first-quarter 2013. TSMC has not directly grabbed orders from Apple, but has secured contract-manufacturing orders for many ICs used in the iOS devices. ASE COO Tien Wu said previously that demand coming from the smartphone sector would help ASE enjoy a particularly strong first quarter. ASE has guided for a shipment increase of 3-5% sequentially in the fourth quarter of 2012. Qualcomm reportedly is among ASE's major clients.