The makers in the iPhone supply chain are set to see strong sales in September thanks to incoming orders for new iPhone devices which are due to be unveiled in early September. Most suppliers have become more positive about shipments of the updated iPhone devices recently due to higher than expected orders from Apple, which were originally perceived to be affected by sluggish global economy and weakening smartphone demand in emerging markets, said the sources.
Incoming parts and components orders for the new iPhones are even stronger than orders for the iPhone 6 devices in the corresponding period of a year earlier, indicated the sources, adding that shipments of updated iPhones will once again squeeze sales of other vendors including Samsung Electronics, Sony Mobile Communications and LG Electronics, commented the sources. Thus, sales of the new iPhones are expected to dominate smartphone sales globally in the fourth quarter.
One specific success story comes by way of Taiwan-based chassis maker Catcher Technology that just announced consolidated revenues of NT$7.19 billion (US$219.81 million) for August, up 15.2% on month and 43.6% on year. Market watchers believe orders for the upcoming new iPhone was the main driver for Catcher's strong revenue growth.
The report further noted that "Catcher has used new materials for the iPhone's chassis to strengthen its sturdiness."