The month of July wrapped up just over a week ago, and Apple suppliers have posted record breaking sales for the month. With Apple reporting just 26 million iPhone sales during the third quarter, how did suppliers have such a recording breaking month?
AllThingsD has the report on a group of Apple component suppliers:
Preliminary sales data for a group of component suppliers that generate 50 percent to 60 percent of their revenue from Apple rose by an estimated 14 percent month over month in July, according to Topeka Capital Markets analyst Brian White. That’s almost double the average sales increase of 8.5 percent that those suppliers have posted over the past seven years, and the strongest July on record for the group.
Further on in the report, Largan Precision reported a 21 percent spike during July sales. Another supplier, Genius Electronic Optical, has seen sales rise by an additional 19.7 percent.
So the big question is, why the huge spike of sales during July? These part suppliers at this point shouldn’t have much work with iPhone 4S sales beginning to slow down. Could it be related to the next generation iPhone? I think that may be our answer.
Over at iDownloadblog Cody Lee speculates this is proof the next generation iPhone is preparing for a launch. With this iPhone launch expecting to be larger than any previous launch, part suppliers likely have began producing and shipping off parts for the next generation iPhone (thus the spike in July sales).
How many iPhones do you think will sell during the launch weekend of the iPhone 5? Click here to view numbers from last year.