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  • LG Display Earnings Highlight More Potential Weakness for Apple


    On Monday, LG Display reported earnings that continue to point to a weakening demand for Apple products.

    LG has just revealed its smallest profits since it returned to profitability during the second quarter of 2012. The story that today's earnings report tells is that there's a strong potential for weakened demand for iPhone and iPad screens in the 2013 mobile device market.

    Analyst estimates suggest that Apple provides approximately 30 percent of LG Display's revenue today, so it's easy to infer that LG's earnings could be impacted by waning consumer interest in iDevices. For example, Reuters confirms, LG Display's sales of tablet and smartphone panels, which primarily go to Apple, accounted for 27 percent of LG Display's total screen shipments in Q1 2013. That's down from 31 percent in the fourth quarter of 2012.

    Jay Yoo, an analyst at Korea Investment & Securities, estimated before the results announcement that LG Display's panel shipments for the iPhone 5 and the latest iPad had fallen 42 percent and 66 percent, respectively, from the prior quarter as Apple struggles with slowing sales growth.
    Apple will report earnings for the March quarter tomorrow.

    Source: Reuters
    This article was originally published in forum thread: LG Display Earnings Highlight More Potential Weakness for Apple started by Michael Essany View original post
    Comments 7 Comments
    1. GeoffS4's Avatar
      GeoffS4 -
      Who writes this garbage. Ok, Michael, you have shown no cause and effect here. Just because LG displays have less sales and Apple makes up the biggest portion of LG sales (not majority, just 30%) does not mean that apple sales are down. Apple sales might be down, but you can't make that assessment based on diminished LG sales in general.

      For example, LG sales could have dropped by 50,000 units but apple purchases could have increased by 25,000 units. A net drop for LG of 25,000 units...but an increase by Apple. Those numbers were completely fictitious, but you must see you have written nothing of substance here.

      You used words like "continue to point to a weakening demand for Apple" and "That story....strong potential for weakened demand...iphone and ipad" and "so it's easy to infer". All hogwash. No, no and no.

      You have shown no correlation or direct link to "if this then that". This is also known as post hoc ergo propter hoc. A most basic logical error in thinking.
    1. skibumstevo's Avatar
      skibumstevo -
      Quote Originally Posted by GeoffS4 View Post
      Who writes this garbage. Ok, Michael, you have shown no cause and effect here. Just because LG displays have less sales and Apple makes up the biggest portion of LG sales (not majority, just 30%) does not mean that apple sales are down. Apple sales might be down, but you can't make that assessment based on diminished LG sales in general.

      For example, LG sales could have dropped by 50,000 units but apple purchases could have increased by 25,000 units. A net drop for LG of 25,000 units...but an increase by Apple. Those numbers were completely fictitious, but you must see you have written nothing of substance here.

      You used words like "continue to point to a weakening demand for Apple" and "That story....strong potential for weakened demand...iphone and ipad" and "so it's easy to infer". All hogwash. No, no and no.

      You have shown no correlation or direct link to "if this then that". This is also known as post hoc ergo propter hoc. A most basic logical error in thinking.
      +9000
    1. jOnGarrett's Avatar
      jOnGarrett -
      Quote Originally Posted by GeoffS4 View Post
      Who writes this garbage. Ok, Michael, you have shown no cause and effect here. Just because LG displays have less sales and Apple makes up the biggest portion of LG sales (not majority, just 30%) does not mean that apple sales are down. Apple sales might be down, but you can't make that assessment based on diminished LG sales in general.

      For example, LG sales could have dropped by 50,000 units but apple purchases could have increased by 25,000 units. A net drop for LG of 25,000 units...but an increase by Apple. Those numbers were completely fictitious, but you must see you have written nothing of substance here.

      You used words like "continue to point to a weakening demand for Apple" and "That story....strong potential for weakened demand...iphone and ipad" and "so it's easy to infer". All hogwash. No, no and no.

      You have shown no correlation or direct link to "if this then that". This is also known as post hoc ergo propter hoc. A most basic logical error in thinking.

      there's obviously something very very wrong at apple if their stock price can plumment from over $700 in September to under $400 this past week.
    1. hogcia's Avatar
      hogcia -
      Quote Originally Posted by jOnGarrett View Post
      there's obviously something very very wrong at apple if their stock price can plumment from over $700 in September to under $400 this past week.
      Yes, there is something wrong. It's called "the same old iPhone".
    1. TooSlo's Avatar
      TooSlo -
      Quote Originally Posted by GeoffS4 View Post
      *snip*
      I'm unsure if you've missed the stories of many suppliers of Apple related products showing losses for this quarter.

      Cirrus Logic reduces profit expectations - This company relies primarily on Apple and is seeing losses in 2013.
      Another article on the effects on the supply chain affecting companies

      These stories aren't uncommon, and prove that reduced fiscal expectations of the supply companies could point toward dwindling expectations for Apple products.
    1. rryyddeerr's Avatar
      rryyddeerr -
      Quote Originally Posted by jOnGarrett View Post
      there's obviously something very very wrong at apple if their stock price can plumment from over $700 in September to under $400 this past week.
      "you have shown no correlation or direct link to "if this then that". This is also known as post hoc ergo propter hoc. A most basic logical error in thinking."

      backatcha.
    1. steve-z17's Avatar
      steve-z17 -
      It's just like Woz said the other day, Apple is a company that thrives off of new products. Once they release the new iPhone or iTV or iWatch their stock will go back up. It's just been awhile since they released something really new to the market (at least one year).