Digitimes claims that Taiwan-based PCB (printed circuit board) supplies have cut their quotes by 10% for the quarter based on a decrease of orders by Apple.
The Taiwan-based PCB companies, which are shipping products for iPads and iPhones, have seen disappointing orders for these devices in the second quarter, the sources said. Orders thus far for June show no signs of a rebound, the sources indicated.
These companies reportedly supply parts for iPads and iPhones and expect orders to pick up significantly due to the expected launch of the next generation iPhone ("iPhone 4S") in the 3rd calendar quarter. The lower demand is presumably related to the iPhone 4 which was released last year. By all accounts, demand for the iPad 2 remains high with another report indicating that Apple is expecting continue sales growth in the 3rd quarter for the iPad.
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