{"list":[{"id":1853432,"hash":"36j1p72n","type":"List","name":"Apple providers ","alias":"apple-providers","intro":"Influence of a technological juggernaut on research and revenue of whole industries","description":"

With a focus on smaller suppliers, the sensitivity to sales prospects at each new release of Apple smartphones reflects in share price volatility of China, Taiwan or US listings

\r\n

But while the volatility may reflect overoptimistic sales anticipations during the months preceding a major release, the trend following official releases usually is more significant if, as can be assumed, the suppliers register firm repeat orders over the time period

\r\n

Although the importance of Apple derived revenue for many suppliers located around the world is a proven strength, successful diversification of the client base of those firms should be recognized as critical, going forward

\r\n

At supplier level, diversification may be achieved by sheer volume – as for Taiwan Semiconductor – or by advanced manufacturing capacity of complex components – as, to name a few, with ultra-fine conductor maker Zhejiang Tony Electronic or laser welding and laser engraving / marking for Han's Laser

\r\n

Our theme is purely indicative with end-of-day prices of a small selection of US listed companies. Some Asian suppliers are referenced in our note

","dateCreation":1515413231000.0,"datePublish":1543017600000.0,"dateUpdate":1703087028223.0,"dateUpdateComps":1544166600147.0,"image":"https://static.pininvest.com/uploads/images/lists/36j1p72n/eh06vemd/default/apple-providers.jpg","url":"/library/36j1p72n","category":{"id":1912192,"hash":"3x8xjx9r","name":"Technology","brief":" A selection of Technology themes, highlighting key companies and underlying trends - regularly reviewed and updated","description":"

In Technology, themes include majors companies and smaller firms exploring new ways to combine specialized expertise and transform their industry

\r\n

In each theme, the selected companies wil be compared

\r\n

by market cap, performance and volatility
by charts highlighting the outliers
by analytics (multiple ratios)
and by factors (Total Market, Small Cap, Value and Profitability)

","image":"https://static.pininvest.com/uploads/images/categories/3x8xjx9r/41m85xgp/technology.jpg","imageSrcUsr":"Thomas T","imageSrcWeb":"Unsplash","imageSrcLink":"https://unsplash.com/fr/photos/un-tableau-noir-avec-beaucoup-decriture-dessus-OPpCbAAKWv8"},"author":{"id":1570474,"hash":"nj9452x3","alias":"pininvest-analysis","name":"Pininvest Analysis","brief":"Experienced professionals, seeking to combine financial acumen and business expertise","image":"https://static.pininvest.com/uploads/images/contributors/nj9452x3/iy4aijon/thumb/pininvest-analysis.png"},"tags":{"sectors":[{"id":1803118,"label":"Technology","key":"technology","issector":true,"isstyle":false}],"styles":[{"id":1728517,"label":"Growth","key":"growth","issector":false,"isstyle":true}],"others":[{"id":2004058,"label":"Apple","key":"apple","issector":false,"isstyle":false},{"id":69457738,"label":"Apple Suppliers","key":"apple-suppliers","issector":false,"isstyle":false},{"id":2004059,"label":"Optics & Lasers","key":"optics-lasers","issector":false,"isstyle":false}]},"componentsCount":10,"componentsTotal":10,"articlesCount":12,"benchmark":{"id":341,"hash":"xgrex737","type":"Equity","ticker":"AAPL","name":"Apple","exchange":{"id":10,"code":"US","country":{"id":26,"code":"US","name":"USA","currency":{"id":133,"code":"USD","name":"U.S. Dollar","enabled":true,"featured":true,"position":0},"continent":{"id":4,"name":"North-America"},"countrytype":{"id":2,"name":"Developed Markets"},"enabled":true,"featured":false,"position":0},"mnemonic":"NASDAQ","name":"NASDAQ","riskfamily":"Equity","currency":{"id":133,"code":"USD","name":"U.S. Dollar","enabled":true,"featured":true,"position":0},"calendar":"NASDAQCalendar"},"price":37.428,"currency":{"id":133,"hash":"km3wj1rg","code":"USD","name":"U.S. Dollar"},"industry":{"id":21049,"hash":"xn50xz0r","name":"Computer & Mobile Hardware","sector":{"id":12,"hash":"gyn01rz9","name":"Technology"}},"stats":{"perf":0.0,"vol":0.0,"volRankLabel":"Low Risk","volRankKey":"low","weight":1.0,"mdd":0.0,"surface":0.0},"history":[]},"stats":{"perf":1.9718948771233722,"perfRankLabel":"Strong","perfRankKey":"high","vol":0.31933537301415454,"volRankLabel":"High Risk","volRankKey":"high"},"history":[{"date":1779235200000.0,"perf":0.0},{"date":1779321600000.0,"perf":0.10331450890658989},{"date":1779408000000.0,"perf":0.23519809750514042},{"date":1779753600000.0,"perf":0.31552559928348023},{"date":1779840000000.0,"perf":0.38824884654388203},{"date":1779926400000.0,"perf":0.20689503614305993},{"date":1780012800000.0,"perf":0.10960735621489848},{"date":1780272000000.0,"perf":0.09745559065927023},{"date":1780358400000.0,"perf":0.23991488336787725},{"date":1780444800000.0,"perf":0.4966040556657343},{"date":1780531200000.0,"perf":0.3180884004697915},{"date":1780617600000.0,"perf":0.2948018677085469},{"date":1780876800000.0,"perf":0.212061903558042},{"date":1780963200000.0,"perf":0.2799762992765573},{"date":1781049600000.0,"perf":0.20471972347533196},{"date":1781136000000.0,"perf":0.1590094683782557},{"date":1781222400000.0,"perf":0.2493775550417041},{"date":1781481600000.0,"perf":0.28681463284151},{"date":1781568000000.0,"perf":0.3891112508186465},{"date":1781654400000.0,"perf":0.3670496260540692},{"date":1781740800000.0,"perf":0.3463058945876729},{"date":1781827200000.0,"perf":0.27750778636519735},{"date":1782172800000.0,"perf":0.27750778636519735},{"date":1782259200000.0,"perf":0.2525120379372119},{"date":1782345600000.0,"perf":0.2464247281017733},{"date":1782432000000.0,"perf":0.2313879043750715},{"date":1782691200000.0,"perf":0.19850157125274803},{"date":1782777600000.0,"perf":0.20391514060874272},{"date":1782864000000.0,"perf":0.19621007930178402},{"date":1782950400000.0,"perf":0.18723609838254207}],"viewType":"Sectors","viewLevel":"Level2","showYieldCurve":false,"articles":[]}],"total":1,"count":10,"page":1}