Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Apple Supply Chain: Apple Supply Chain, Competition Discussed

Page 1 of 2

Apple Supply Chain: On the surface, many people look at Apple Inc. (NASDAQ:AAPL) devices and fall in love. They like everything about their iPhone, iPad, Mac or other product. That being said, many of these same people fail to realize that there is a lot going on behind the scenes. And not necessarily at Apple headquarters.

A Leading Company Cheaper Than 90% Of Blue Chips... And It Recently Bounced 12%It is hard to imagine just how many companies rely on Apple Inc. (NASDAQ:AAPL) to keep their business running. This is definitely true when you look at the company’s supply chain. There are manufacturers throughout the process that spend a considerable amount of time working on products for the Cupertino-based company.

While this is a good thing for these companies, it can turn bad soon enough if Apple begins to struggle.

Right now, this appears to be the case.

Here is an article we published on this subject yesterday: When Apple Inc. (AAPL) Struggles, Others Deal With Pain Too

It appears that we were not the only ones talking about this problem, as Bloomberg TV aired an interview with Jon Erlichamn discussing more of the same.

In the segment, Erlichamn discusses recent sales as well as where Apple Inc. (NASDAQ:AAPL)’s Tim Cook stands on the subject:

“When he (Cook) had the shareholder meeting, one of the first things he said, you know, is all I can tell you is we are focused on products and making the best products. But I think investors are looking at the Apple story, they know that Samsung is about to come out with its Galaxy S4, that starts selling next week, and that will be a lot of competition for Apple.”

Erlichamn then added the following:

“We haven’t heard anything from the company on what the next big thing is, next big product will be, and that is always a gauge for people on where the next leg of revenue comes from.”

He finished up with a brief discussion on Apple Inc. (NASDAQ:AAPL)’s supply chain side of things:

“And just one final thing, obviously, the other part of the stock slide, is that yesterday a key supplier of audio chips to the company came out and said its outlook is not looking very good. People try to determine maybe that means there is less demand from Apple for parts to make iPhones, but again its kind of tea leaves until we see Apple’s report next week.”

As Erlichamn said, it is hard to say right now what is going on and whether or not things are as bad as they look. We will get a better idea on Tuesday on what this means to suppliers, and how the near term future is shaping up.

On the next page, take a look at Apple Inc. (NASDAQ:AAPL)’s supply chain from a year ago to see how things have changed:

Page 1 of 2

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!