4 ms·

A maker. Are they the only supplier of these particular components?

• microtherion 8y ago
  The last paragraph in this article implies otherwise: https://www.ped30.com/2018/11/12/lumentum-wells-fargo-apple/ https://www.ped30.com/2018/11/12/lumentum-wells-fargo-apple/ > UPDATE: A friend of the blog dug up this press release from last December, when Apple invested a few hundred million in one of Lementum’s chief competitors: Apple awards Finisar $390 million from its Advanced Manufacturing Fund Now, this is an Apple friendly blog; I don't know whether the two companies are truly in the same business, or whether or not Apple sales are actually slowing down, but there is a perennial pattern of analysts interpreting order cuts at a single supplier as evidence of a slowdown, and being mistaken.
  • eridius 8y ago
    > but there is a perennial pattern of analysts interpreting order cuts at a single supplier as evidence of a slowdown, and being mistaken. Exactly this. I didn't say it before because I didn't feel like trying to dig up sources on this, but I feel like we've had several instances already where "analysts" predict a slow quarter for Apple based on news coming out of a supplier of Apple cutting inventory orders, and then it turns out that Apple had a great quarter and presumably just used a different supplier instead.