The X is a Frankenphone, see how Apple makes or breaks the fortunes of its suppliers
The whole supply chain has been reshuffled and re-created
Apple has drastically reshaped Asian technology companies with its handset orders, but, despite the assumption that they've been nickel-and-dimed all along, the infographics shows how the participants have turned into real juggernauts in their respective spheres of influence. On the other hand, we have former Asian heavyweights like Sony, Acer or Nintendo, which have struggled ever since the iPhone put an easy to use computer in our pockets. About 70% of Apple's component suppliers are Asian companies, but not all can be well in paradise going forward, the report concludes.
Supplying to Apple means you need to invest a lot in advance for new technologies and new equipment but you do not know whether you could find other customers to use that technology or production capacity once Apple ditches your technology or shifts orders to your rivals... We probably have reached an inflection point that Apple and its hardware suppliers are going on divergent growth paths.
source: Nikkei
Things that are NOT allowed: