Acum cateva luni v-am spus ca noul iPhone 5 ar urma sa utilizeze o noua tehnologie care permite celor de la Apple sa cumpere ecrane mai subtiri si sa dezvolte iPhone mai subtire. Pana acum informatiile privind posibila utilizare a acestei tehnologii aveau la baza doar previziunile analistilor, insa o recenta scadere in veniturile companiei Wintek pare sa indice intentiile celor de la Apple. Wintek produce panouri tactile pentru Apple, recent compania a inregistrat o scadere semnificativa in livrarile acestui gen de panouri si se speculeaza ca aceasta scadere nu ar avea legatura cu o scadere in vanzarile iDevice-urilor, ci cu implementarea panourilor in-cell in iPhone 5.
This morning, Wintek reported consolidated June sales of NT$5.22 billion, down 33.6% MoM and much worse than the average MoM June sales increase of 1% over the past seven years. Based on our records, this appears to be the biggest MoM sales drop for Wintek since the later part of 2008 and one of the most significant drops we have on record (back to 2005). We would not overreact to the weakness at Wintek as it relates to Apple because we believe Wintek may be losing market share in key next generation Apple products and therefore ramping down certain programs.
Daca aceasta scadere a vanzarilor are sau nu legatura cu Apple si implementarea tehnologiei in-cell ramane de vazut, insa este clar ca Wintek a cazut din “gratiile” celor de la Apple. Sony, Toshiba sau Sharp ar putea produce aceste noi ecrane pentru Apple, insa abia in toamna vom afla daca toate zvonurile au vreo farama de adevar in ele.
