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Permintaan iPhone rendah, Pendapatan Pemasok Komponen Apple Turun di Desember

Lemahnya permintaan iPhone telah memengaruhi pendapatan pemasok komponen bagi Apple.

Largan Precision yang memasok lensa kamera untuk Apple, mengungkapkan penurunan pendapatan secara drastis minggu lalu. Menurut Bloomberg, seorang juru bicara Largan menyatakan bahwa penjualan turun 33,9% dibandingkan dengan tahun lalu menjadi US$104,9 juta. Hal tersebut sejalan dengan estimasi yang dilakukan oleh Largan. Estimasi pendapatan bulan ini diperkirakan “tidak bergerak dibandingkan dengan bulan sebelumnya”.

Meskipun Largan juga memproduksi lensa kamera untuk Huawei dan Samsung, penurunan pendapatan tersebut disebabkan oleh pelemahan permintaan iPhone. CEO Apple, Tim Cook telah memperingatkan para investor tentang pendapatan kuartal pertama lebih lemah karena “lebih sedikit orang melakukan pembaruan iPhone”.

Citi Research menurunkan estimasi produksi iPHone di Q1 2019, sedangkan analis Ming-Chi Kuo merevisi prakiraan penjualan iPhone XR menjadi lebih rendah. Wall Street Journal juga mengklaim bahwa permintaan yang lebih rendah dari dugaan untuk model iPhone 2018, membuat Apple menurunkan produksi. Sebagai respon, Apple memindah-tugaskan staf marketing untuk fokus agar mendongkrak penjualan iPhone.

Sumber: Bloomberg

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