Apple iPhone supply chain expects a strong September

Strong demand for the new Apple iPhone 6s and Apple iPhone 6s Plus should translate into a strong September for companies involved in the iPhone's supply chain. Orders for parts and components for the new iPhone models, are topping orders placed last year for similar parts used to build the Apple iPhone 6 and Apple iPhone 6 Plus.

The supply chain sources said that with disappointing sales of the LG G4, HTC One M9/M9+ and the Sony Xperia Z3+, Apple is expected to once again take over the smartphone world. This forecast comes despite a less than rip roaring global economy which has seen a major market meltdown in China, one of the biggest markets for the iPhone.

An example of a company in the iPhone supply chain that has benefited from strong iPhone 6s orders is Catcher. The company reported August consolidated revenue of $219.81 million, up 15.2% sequentially, and 43.6% year-over-year. The company supplies Apple with chassis for the iPhone, and has employed new material this year to avoid a repeat of the Bendgate issue that affected the Apple iPhone 6 and Apple iPhone 6 Plus last year.

source: DigiTimes (1), (2)

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