supply chain

Apple may be souring the market with its unimpressive forecasts, but not all the suppliers who rely on the US tech group for orders are suffering.

Shares in Largan Precision, a Taiwanese lens maker, gained 7 per cent on Friday after it reported stronger than anticipated earnings for the last quarter and, against expectations, forecast more growth ahead. Its secret? Growth of other brands has been strong enough to offset Apple. That’s a change from the days when Apple was component companies’ key driver of growth.

 

Reverberations from HP’s announcement that it intends to shed its PC business, the world’s biggest by volume, is being felt far and wide across the global IT industry. While no clear buyer has yet emerged, executives in the PC supply chain, analysts and even government officials are all trying to make sense of its impact.

Nowhere is this search for answers more urgent than in Taiwan, where much of the world’s PC supply chain resides. HP’s computers are assembled by Hon Hai, Quanta, Inventec and Wistron, all Taiwanese companies.