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Darren Hart

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  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Ok, Apple appears to be foreshadowing (pun intended) the launch of the iPhone 5 on September 12, 2012. Still I question does Apple have enough 28 nm chips for a robust launch?
    Sep 5 12:18 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    "Apple has been looking to spread its supply chain to reduce its reliance on Samsung. The U.S. firm frequently faces a supply crunch when a new product is launched, triggering a consumer stampede that drives demand far in excess of supply and production capability." - Reuters.Com reporting.
    Aug 27 12:26 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Some folks mentioned an August 7, 2012 date for announcement of the Apple iPhone 5 launch. As of the writing of this comment, Apple has made no such announcement. However, Sprint is reported as reducing the price of the Apple 4S by $50. Perhaps Sprint is trying to move inventory for a September 2012 launch of the new iPhone?
    Aug 7 03:49 PM | 1 Like Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Contracts for supply necessarily must look to the future and make assumptions. If Qualcomm was copacetic, then why seek additional support from foundries other than TMSC? You may wish to look into TMSC.

    As for the implication that I am on the payroll of anyone, to the contrary, I only receive the page view monies as given here on SeekingAlpha.com. I did not have at the time this article was published and still do not have a position in any of the stocks mentioned whether directly or derivatively.

    Apple certainly can keep its supply chain a secret. Apple may have already secured sufficient supply of 28 nm chips and I said as much in the article.

    However, as I commented below, other authors likewise note Qualcomm's statements regarding supply of 28 nm chips. This article went further and attempted to explore supply of 28 nm chips as stated in public sources regarding Qualcomm and foundries, from which Quallcomm has chosen to seek assistance, with a view to the rumored date for the iPhone 5 launch.

    There you have it.
    Aug 2 03:01 PM | 1 Like Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    We all may have missed something in this discussion regarding availability of 28 nm chips, namely if Apple is offering a mini-iPad would not this device also use a 28 nm chip and thus need a supply of 28 nm chips as well? Apple would need additional 28 nm chips and supply if incorporating 28 nm chip into a mini-iPad and then launching it this Fall.
    Aug 1 01:09 PM | 1 Like Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Would a 28 nm chip fabricator ramp up production as a back-up only? I don't believe so too much of a capital outlay to build the fabricators and factories for anticipated and not contracted capacity.
    Jul 31 10:12 AM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    No, JIT is just in time manufacturing, if Qualcomm was able to meet JIT for its 28 nm chips for its customers then why seek the assistance of 4 fabricators? Perhaps Apple has secured its supply. However, greater demand across the devices that use 28 nm chips and Apple's launch of the iPhone 5 appear to have put fabricators of 28 nm chips to the task.
    Jul 31 09:39 AM | 2 Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    I think differently. Consumer sales of which the iPhone 5 will be are cyclical, whether Apple books the sales in September, October, December or later is significant.
    Jul 31 09:35 AM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    "which was made conditioned upon anonymity as reported by Reuters."
    Jul 31 03:40 AM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    The Motley Fool published an article on Cirrus Logic's earnings and guidance, which questioned the number of iPhone 5 units that would be available based in part on Qualcomm's comments.

    Reuters published a story wherein a source stated that the September 12, 2012 launch date may shift, which statement was made conditioned anonymity as reported by Reuters.
    Jul 31 01:01 AM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    You might be correct, and I said as much in the article. However, if what you say is correct, then Apple has secured enough production for the iPhone 5, and the scarcity of 28 nm would likely be borne by other products. 28 nm chips are not cotton or some other natural resource that you mine, farm, or produce. 28 nm chips are research and development, complicated and intricate engineering, and capital investment, hence the phrase "ramp up" when speaking of production as did Qualcomm.
    Jul 30 10:36 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    2 words - electronic wallet.
    Jul 30 10:29 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    The Heinz Ketchup strategy, slow is really good.
    Jul 30 10:28 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    Taiwan Economic News announced that UMC and Samsung were selected as additional providers for Qualcomm on July 2, 2012. Why choose additional suppliers if you are "ramping up production in line with expectations?"
    Jul 30 10:27 PM | Likes Like |Link to Comment
  • Are There Enough Chips For A Robust iPhone 5 Launch? [View article]
    @slacker711. Are you referring to the following: "We expect to ramp up to about 68,000 wafers per month by the end of the year, 28 nanometer, 68,000 12-inch wafers per month by the end of the year. And by fourth quarter, we will be nearly caught up with the demand and we expect to fully meet the demand from the first quarter of 2013 on we will fully meet the 28 nanometer demand. It is also then that we expect that the 28 nanometer gross margin will catch up with the corporate average." http://seekingalpha.co.... If so, Qualcomm appears to be talking about calendar year and not fiscal year which fits my thesis.
    Jul 30 05:07 PM | Likes Like |Link to Comment
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