Tag: Apple iPhone supply chain

Report Indicating That Foxconn to Step Up Production Capabilities in India and Taiwan

The Supply Chain Matters blog has previously called reader attention to moves by global based contract manufacturing services (CMS) provider Foxconn as indicative to high-tech and consumer electronics production strategic supply network sourcing strategies. A published report from Nikkei this week provides added evidence for adding contingency production in India, Vietnam and Taiwan.

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Is Apple Really Encouraging an Alternative Contract Manufacturer to Foxconn?

The Supply Chain Matters blog highlights published reports indicating that Apple is encouraging an alternative contract manufacturer for existing provider Foxconn, but questions whether a more strategic geographic regional supply risk mitigation strategy is underway.

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Foxconn Accelerates High Tech Value Chain Integration Capabilities – A Potential Political Minefield for Apple

The Supply Chain Matters blog provides a supply chain update perspective on some important industry sectors in the ongoing backdrop of the COVID-19 coronavirus pandemic that continues to impact multi-industry supply chains. This particular commentary focuses on the high tech and consumer electronics sector, specifically strategic moves by Foxconn and Apple.

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Added Visibility to Apple’s Hardware Supply and Product Demand Risk Mitigation Efforts

The Supply Chain Matters blog provides an update on Apple’s ongoing supply and product demand network risk mitigation efforts in the light of an escalating trade war involving the United States and China.

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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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