SMM1, 18 / 18: Apple's poor performance has a direct impact on TSMC, an upstream supplier. This morning, TSMC announced that quarterly revenue will fall by the biggest amount in a decade (it is expected to fall 38.8% in the first quarter of 2009 from a month earlier). This was mainly due to slowing demand for major terminals such as high-end smartphones and weak macroeconomic conditions, while Nidec, a Japanese supplier, also reported a 25 per cent drop in full-year profits.
According to the latest news on January 8, the total shipment of mobile phones in the domestic mobile phone market for the whole of 2018 was 414 million units, down 15.6 per cent from the same period last year, according to the latest news from the China Academy of Information and Communications. China's mobile phone market is beginning to show signs of depression. On January 2, Apple CEO Cook announced that the company had cut its revenue forecast for the first quarter of the new year by 10%. Apple shares fell nearly 9% in opening trading on the 3rd. It is worth noting that this is the first time Apple has issued a revenue warning in 12 years. Cook blamed the downgrade on slowing sales of iPhones in China. After the explosion of Apple, Samsung's performance also exploded! Samsung, the backbone of the South Korean economy, fell sharply in the fourth quarter, with an operating profit of 10.8 trillion won (66 billion yuan) and a quarter-on-quarter decline of 38.5 per cent on expectations of 13.83 trillion won. This is expected to be the first decline in Samsung Electronics operating profit in two years!
In addition, JPMorgan Chase reported on the 17th that global smartphone sales are expected to fall 5.5% year-on-year this year, up from 3.3% last year. Xiaomo also expects Apple's iPhone sales to show a double-digit decline this year compared with the same period last year, affected by the prolonged switching cycle and weak demand in China. Samsung Electronics's smartphones are also expected to decline in unit numbers over the same period. But it outperformed the overall market because of the launch of mid-and low-end mobile phones.
Apple, Samsung and TSMC, all of which were among the best in the industry, failed to escape under the general trend of the world. At one point, US stocks fell into a bear market under the drag of technology giants such as Apple. Apple has become a bellwether for US stocks to some extent, and US stocks are expected to spend 2019 with Apple in the future.
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