reinharden

Infineon's Woeful Outlook Is a Result of Apple's Slowed iPhone Production

When reading between the lines with chip providers, it's also important to recognize that the chip sales typically take place anywhere from 6 weeks to 3 months ahead of the retail product sales.

So one would expect Apple to reduce orders of components in calendar Q4 because most of those components would be going into products to be sold in calendar Q1 -- traditionally Apple's weakest quarter.


I don't track IFX, so I can't speak as to its previous behavior. But it'd be worth comparing and contrasting the two company's previous quarterly reports so as to get a better feel for the correlation between IFX and AAPL as a predictive tool

reinharden