{"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

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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

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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

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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

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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

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In each theme, the selected companies wil be compared

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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)

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