Japan Display Inc. (JDI), a merger of the small and medium-size display businesses of Sony, Hitachi, and Toshiba, is in “full production” Nikkei said in a report Thursday.
TDK, which supplies Apple with inductor coils, among other components, boosted production this summer to meet demand for the new iPhones…
The reports cites an IHS analyst who say flash memory prices could increase if steady sales of new iPhone models are achieved, thus possibly benefiting Toshiba, part of Apple’s flash memory supply chain.
However, the Nikkei also reports Japanese component makers are also worried about being too dependent on Apple for orders, as sales of the latter directly affect the supply chain.
Digitimes reported yesterday iPhone shipments declined by 6.2 million units in Q2 of 2013 as customers delayed purchases in anticipation of new models, set to be announced at Apple’s special iPhone event on September 10.