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Apple roundup: iPhone 6 orders, U.S. Mac sales, Apple TV, TSMC

  • Taiwan's Business Weekly reports Apple (AAPL -0.4%) has already put in orders for 68M iPhone 6 units. The report follows a May Morgan Stanley note indicating iPhone 6 orders are up 20% relative to 5S orders.
  • Cirrus Logic (CRUS -1.1%) would benefit from strong iPhone build activity. Orders, of course, can end up being drastically increased or pared back due to end-user demand.
  • IDC estimates U.S. Mac unit shipments fell 1.7% Y/Y in Q2 to 1.68M. With the U.S. PC market growing 6.9%, Apple's share fell 90 bps to 10% (#4 overall). Revenue share is doubtlessly higher.
  • Parks Associates estimates Roku accounted for 46% of 2013 U.S streaming set-top (non-pay-TV) sales, and Apple TV 26%. A survey of U.S. broadband households with at least one such set-top found 44% used a Roku box the most, and 26% used Apple TV the most.
  • The WSJ backs up several other reports (previous) stating TSMC (TSM +2.3%) has begun producing an Apple CPU (likely the A8) using the foundry's cutting-edge 20nm process. More interestingly, the paper reports Apple and TSMC have begun work on testing CPUs to be made using a 16nm process.
  • TSMC plans to launch a 16nm process (called FinFET+) next year that delivers major performance/power efficiency gains relative to its 20nm process. Digitimes has reported TSMC is working on a version of FinFET+ "tailored to Apple's requirements," as part of its efforts to manufacture Apple's A9 CPU.
  • Nonetheless, Samsung is still expected to land a portion of Apple's A9 orders, possibly with the help of its upcoming 14nm FinFET process.
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Comments (23)
  • CMelMiller
    , contributor
    Comments (78) | Send Message
     
    I was surprised to see Mac sales down, especially since PC manufatures have reversed their sales slump. PC surge may be short lived. IDC explains, "Spurring the strong PC market performance were businesses looking to replace aging computers running Microsoft's Windows XP, which is no longer supported by the software giant, IDC says. On the consumer side, low-end computers like Chromebooks drove sales to help even out cannibalization from tablet devices."

     

    After those upgrade computers are bought PCs will go back into a slump. Chrome books have squeaky tight profits.
    10 Jul 2014, 07:41 PM Reply Like
  • Tomal
    , contributor
    Comments (1295) | Send Message
     
    agreed. That was the main reason. The next time we will see this kind of surge is when Win 7 extended support ends around 2020.

     

    And to be honest, we came a long way from XP. XP based computers were unstable and slow. They required frequent restart. Win 7 computers are not. I think the reliability of Win 7 means enterprises will try to keep 7 till the very end.
    11 Jul 2014, 12:47 PM Reply Like
  • Symon
    , contributor
    Comments (8) | Send Message
     
    I believe A9 will first go to Intel with the most mature 14nm FinFET process in the industry, ahead of Samsung or TSMC. Intel is already delivering products with this technology in 2014.
    10 Jul 2014, 08:40 PM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    Microsoft will end Windows 7 support in 6 months, and a lot of people will move to Macs instead of going to the strange Windows 8.
    10 Jul 2014, 08:43 PM Reply Like
  • smac59
    , contributor
    Comments (6) | Send Message
     
    Window 7 Extended support ends 2020. Only mainstream support ends January 2015. Extended support is much more significant. For example, XP extended support ended this year making the OS dead code commercially.
    10 Jul 2014, 09:58 PM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    That's only if you have certain versions of Windows 7, and who knows if anyone has the right version.
    10 Jul 2014, 11:21 PM Reply Like
  • mdsnj
    , contributor
    Comments (245) | Send Message
     
    I'm one of them. You could not be more on-the-money pal-
    11 Jul 2014, 08:57 AM Reply Like
  • Tomal
    , contributor
    Comments (1295) | Send Message
     
    Well MSFT is on track in releasing Win 9 by next spring and rumours are already strong they will focus on separate UI for desktops.

     

    And Microsoft is only ending mainstream support for Win 8, which means no new features will be added. Security patches will keep on coming as extended support expires in 2020.
    11 Jul 2014, 12:32 PM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    Again, that's only if you have the right version of Windows 7.
    11 Jul 2014, 07:15 PM Reply Like
  • 2ng
    , contributor
    Comments (121) | Send Message
     
    I don't understand de post-pc era thing. I bought a retina macbook pro some weeks ago and I haven't used my ipad air since. It's nice to have a good keyboard and an always clean screen, and the battery lasts quite as long, so I don't see the need for a tablet in general, just for very few situations like extreme portability need. I think this is a pure fashion thing and they are only interesting for ancient people, children and no computer educated public above all.
    10 Jul 2014, 11:11 PM Reply Like
  • mdsnj
    , contributor
    Comments (245) | Send Message
     
    C'mon. You started with the right reason and degraded.
    Portability. Trains, Planes, Busses, Cars.
    PC's are basically stationary desktop devices that never leave the office.
    Laptops are used for productivity that is potable and can be used for business presentations on the road.
    Tablets are as stated above and a different category.
    Phones are meant to be easily concealed in a small pocket. Phablets cannot. Main reason Samsung had any appeal whatsoever is because their customer is a flashy boom-box type; looking to be sure everyone knows what he is carrying. AAPL customers have more class and conceal these things when not in use.
    At the same time; since all Samsung users have AAPL envy; this can take many customers from them; as is the trend anyway. But the core AAPL user who has been in the eco system for years is not the likely target.
    11 Jul 2014, 08:57 AM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    68 million iPhone 6's is right and is line with Samsung's utterly massive reduction of Galaxy S5 orders from 17 million in Q2 to just 6 million in Q3, which compares to the previous-generation Galaxy S4's orders of 20 million in Q2 of 2013 to 16 million in Q3 of 2013. In other words, both Samsung and Apple know that the iPhone 6 will be massive and will pretty much take over about 2/3rds of all of Samsung's Galaxy premium phone sales in the final calendar quarter of the year (about $40 bil. of Samsung's highest-margin sales shifting over to Apple from Samsung), so the 68 million unit figure is appropriate. The whole nation of S. Korea is wringing its hands and today's editorial in the Korea Times starts out as follows: "The Samsung risk - Economy cannot depend on a few companies, industries - Almost the whole nation is stirring after Samsung Electronics released a far-gloomier-than-expe... earnings forecast for the second quarter...Samsung's problem does not stop at a corporate agony but swells into a national headache because of the economy's undue reliance on Korea's largest company, which accounts for one-fourth of exports and HALF of the operating profits of all listed companies...Korea can ill afford to..allow Samsung to become the Nokia of Korea." You know the other day Finland's prime minister, Mr. Stubby, publicly blamed Apple for causing Finland's current six-year-long ongoing recession by destroying Nokia, Finland's leading company. Well, Apple is going to do that again. The first iPhone was the "Finland-killer," and the iPhone 6 is the "Korea-killer."
    10 Jul 2014, 11:29 PM Reply Like
  • Shaduc
    , contributor
    Comments (1950) | Send Message
     
    " the iPhone 6 is the "Korea-killer."

     

    Doubtful, Price competition from Google assisted Brands and other competent Android brands lower the price for competent Android phones. The only difference is Samsung has the Brand premium (though wilting).
    11 Jul 2014, 01:41 AM Reply Like
  • Budavar
    , contributor
    Comments (1393) | Send Message
     
    SamScam is wilting =
    the worst earnings report of this size ever.
    What goes around = stealing AAPL patents =
    comes around = stinging losses.
    11 Jul 2014, 03:01 AM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    Xiaomi, Lenovo, Huawei, etc. are not really direct competitors to Apple and Samsung at the high end. Premium phone buyers would shift away from Samsung to Apple rather than get a Xiaomi, Lenovo, etc.
    11 Jul 2014, 12:27 PM Reply Like
  • Tomal
    , contributor
    Comments (1295) | Send Message
     
    Yes it is true samsung will now lose in premium mobile segment but Nokia just made cell phone devices.

     

    Samsung does not. Will Apple iPhone 6 destroy their memory and SSD market, like their upcoming hotly anticipated 850 Pro series or their Television lineups? I doubt so.
    11 Jul 2014, 12:41 PM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    Mobile phones make up 70% of Samsung Electronics' profit, and it's mostly high-end Galaxies that make up that 70%. Without that 70%, Samsung is a low-margin commodity maker of memory chips, TVs, toasters, etc., which is not much above the maker of dried fish it originally started out as.
    11 Jul 2014, 07:12 PM Reply Like
  • Shaduc
    , contributor
    Comments (1950) | Send Message
     
    !3 years ago SSNLF, surprising TO me was the #1 TV maker, Samsung Elect is diversified and will survive.
    11 Jul 2014, 09:20 PM Reply Like
  • Zipper0
    , contributor
    Comments (1156) | Send Message
     
    Chinese will take over all of Samsung's commodity TV, memory, toaster, etc. businesses. It‘s inevitable。 Even if Samsung could survive as long as the Japanese have, it'll be at ultra-low margins and won’t enjoy anywhere near the high margins Samsung enjoyed from 2012-2013 when it was still giving Apple a hard time。
    12 Jul 2014, 03:24 AM Reply Like
  • Shaduc
    , contributor
    Comments (1950) | Send Message
     
    10 years ago, Cn's TCL already bought Fr Thompson's, then the world's largest TV manufacturer.
    12 Jul 2014, 03:32 AM Reply Like
  • Shaduc
    , contributor
    Comments (1950) | Send Message
     
    http://econ.st/1jmfiMk
    theEconomist
    Seeking a path to growth
    For the foreseeable future, Panasonic, Sharp and Sony will continue to rely on consumer electronics for much of their sales and profits.

     

    Since the firms are no longer run by their high-powered founders but by employees who rose through the same lifetime system, says Hidemi Moue, boss of Japan Industrial Partners, the private-equity buyer of Vaio, there is too little willingness to tackle these problems. In all, it will take a lot more than a few whizzy new gadgets to fix the Japanese electronics firms.
    Anjin-SanJul
    In the Internet age, all digital products are bundled with digital contents. This means language matters.
    Japanese giants did well when electronic products were "Language Neutral", and product experience did not rely on any language.
    In a content-heavy environment of today, the Japanese Language acts as the ultimate handicap for the Japanese engineers who develop consumer products, since they will always be hampered by 'translation delays' and fall behind their English-native competitors.
    KimSoonshinin
    How is it possible, then, Samsung of South Korea, has done as well as it has? Samsung is far more Korean than Sony is Japanese in terms of managerial,linguistic and cultural aspects.
    sikko6in
    Language is not a factor. Look at Samsung and LG. They are doing fine. Sony make poor quality products! That's why Sony is sinking. Once warranty period expires, Sony products fall apart. That's why I don't buy Sony products.
    12 Jul 2014, 09:03 AM Reply Like
  • Tobias Schmitz
    , contributor
    Comments (521) | Send Message
     
    68 million iPhone6 and 50 million iWatches. There better be some buyers...
    11 Jul 2014, 01:26 AM Reply Like
  • vikramnjnjjdjnd
    , contributor
    Comments (1300) | Send Message
     
    So many comments for one stock tells me to hold.
    11 Jul 2014, 03:17 AM Reply Like
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