Some of Apple's iPhone products carry Qualcomm baseband chips, which help the phones connect to mobile networks, Qualcomm said Wednesday that a major customer of 'micro-baseband chips' had a much lower quarterly order than usual, and the outside world generally believes that this customer Is the apple.
Apple will report last quarter earnings on Thursday after the company expects revenue for the quarter, including the new flagship iPhone X, from $ 84 billion to $ 87 billion for the quarter, while data from the supply chain Shows that Apple has cut its production order for iPhone X by half at the beginning of 2018. In addition, many analysts pointed out that the sales of the iPhone X holiday season did not meet the expectations of many people.
Earlier Wednesday, Broadcom said it expects sales of wireless components to "slip worse than the seasonal changes." This shows Broadcom chip sales will fall short of expectations in the second quarter until April. Broadcom For the iPhone to provide wireless networks and Bluetooth components SIG analyst Christopher Rolland (Christopher Rolland) in a research report on Wednesday speculated that a major reason for the decline in Broadcom orders is Apple.
Qorvo, another smaller supplier, expects revenues for the current quarter to be just under 645 million, down from analysts' expectations of more than $ 100 million, according to Bloomberg figures, with Qorvo producing RF chips and about 40% of sales coming from Apple.
Apple declined to comment on the supplier's performance expectations.
A Bloomberg survey of seven analysts found that Apple shipped 80 million iPhones for the holiday season in 2017, with an average selling price of $ 767, up from $ 695 a year earlier.