Smartphone vendors Samsung, Huawei, ZTE, HTC, Nokia, and Research In Motion have slashed...

This news story has 5 comments:

Register or Login to rate comments »

TomasViewPoint Comments (4247)
 
Wow. The news only gets better for Nokia and RIM. There is not enough industry space for all these players. They may have waited too long to merge so now they are dying in the ditch by the road.
18 Jun 2012, 02:47 PM Reply Like

Herr Hansa Comments (2917)
 
Consumers are expecting a slew of new devices at the end of the year. Unless a new phone is needed now, I think most will hold off. The reduction of component orders at RIMM should be expected as they wind down older BB7 devices and inventory. Also, RIMM appear to be looking for lower cost partners for manufacturing, since they have cut their partnership with Celestica (CLS) in Canada.
18 Jun 2012, 04:04 PM Reply Like

Jack Jeffries Comments (72)
 
I agree, the majority of people are waiting for the BB10 to come out and see what it is all about. Therefore it is expected that sales would be down now. RIM has completed the re-org, and are now focused on getting the BB10 out before year end. It should not be long before they are right back in the thick of things.
18 Jun 2012, 04:58 PM Reply Like

Stealthe Comments (47)
 
So if there is slowdown in components for smartphone, what is that in terms of impact to AAPL? If I am reading correctly, this would implies that AAPL # would be lower as well.
19 Jun 2012, 01:57 AM Reply Like

Herr Hansa Comments (2917)
 
Yes, though that would be exactly in line with the guidance Apple provided during their last earnings. However, I think iPad sales revenues may slightly make up for a decline in iPhone revenues.
19 Jun 2012, 12:38 PM Reply Like