Even when reports say that the Apple Inc. (NASDAQ:AAPL) supply chain is facing a slow down, it is important to note that things are still moving at a very high rate of speed. There are products being pushed out by the millions regardless of what you hear.
With all this in mind, there are now reports that the Apple supply chain is going to experience an increase in activity come the third quarter of 2013. While things could definitely change by then, it appears that this is the direction in which the supply chain is headed.
Digitimes touched on this information, citing Taiwan-based industry supply chain sources. While this source of information is not always accurate, it makes sense that the Apple Inc. (NASDAQ:AAPL) supply chain would be seeing increased performance come the third quarter.
Here is why:
“Cover glass makers and backlighting module makers in Apple’s supply chain are expected to start seeing increased performances in the third quarter of 2013 largely due to the company planning to release a new iMac in the second half of the year.”
Of course, there will be a slowdown during the second quarter as Apple Inc. (NASDAQ:AAPL) gets everything in order for a big push during the second half of 2013.
The same sources added some additional information, as follows:
“The sources also said that Apple is looking to alternatives other than LG Display for panel supply as LG had low yields for the iMac panel technology back in 2012, which affected sales of the device.
Apple does not have plans to add touch screen functions to the new iMac products in 2013, which are expected to reach between 4.5-4.7 million units in 2013, up 30% on year, the sources noted.’
It will be interesting to see if Apple Inc. (NASDAQ:AAPL) begins to move away from LG Display, as Cupertino is looking to do the same with Samsung. If this happens, it is safe to say that the company’s supply chain is going to have a new look and feel sooner rather than later.
Whether or not we see a pick up in the Apple Inc. (NASDAQ:AAPL) supply chain during the third quarter is yet to be seen. We will have to wait for the time to come. However, all signs are pointing in this direction.