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KGI Securities, among the first to report the next iPhone will use an in-cell touch panel, today...

KGI Securities, among the first to report the next iPhone will use an in-cell touch panel, today claims Apple (AAPL) is struggling with unsatisfactory component yields for its upcoming products. This leads the firm to cut its estimates, though it still thinks Apple's early embrace of in-cell tech will give it a 1-2 year lead in panel quality over rivals. 8 days ago, Digitimes reported Q3 iPhone production has been hampered by low in-cell panel and dock connector yields.
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Comments (4)
  • Atkins
    , contributor
    Comments (1050) | Send Message
     
    Thanks to the hair-trigger idiots who read this story today, panicked (i.e., oh my God, Apple has supply problems!) and sold the stock, I was able to pick more up a bit cheaper. I appreciate these gifts.
    30 Aug 2012, 05:25 PM Reply Like
  • WisPokerGuy
    , contributor
    Comments (1009) | Send Message
     
    I would like to remind everyone out there that these same bunch of "expert analysts" trotted out these same release warnings last September before the 4s was released. And then again last March before the iPad 3 was released. It happens ALL THE TIME. Let's see... Apple was trading at about $340 last year at this time. What is it at now?

     

    Someday Apple will slip up on a product introduction. It's inevitable. However, it wasn't valid last year and more then likely it isn't any more valid now. People who trade Apple on this type of news just don't get it and probably never will. They'll just keep endlessly trying to game the system and end up repeating the same mistake until they go broke.
    30 Aug 2012, 06:41 PM Reply Like
  • deercreekvols
    , contributor
    Comments (6810) | Send Message
     
    KGI Securities is able to make these claims without any fear of consequences. They will be wrong, no doubt, and all their "scoop" did was drop the price of Apple for one day.

     

    How many correct calls has KGI Securities made and are analysts seeking to work there because they have such a stellar reputation?

     

    Nothing to see here. Move along everybody. Pay no attention to that analyst behind the KGI curtain.
    30 Aug 2012, 10:47 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (985) | Send Message
     
    It looks like they right about the next iPhone using in-cell touch panels. All the way back in April. Not everyone who reports something critical about Apple is out to get the company.
    30 Aug 2012, 11:03 PM Reply Like
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