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As Largan’s 4Q18 peak season failed to materialize, its FY18 revenue is likely to decline YoY.
For Apple related supply chain, including TSMC(2330-TW), Foxconn (2354-TW), Pegatron (4938-TW) and Catcher (2474-TW), the impact of low season may be more obvious this year. Catalyzed by Bitmain’s order in 1H18, TSMC’S low-season performance was better-than-expected. However, as iPhone’s sales declined, and the trend of crypto mining faded, low-season effect to TSMC could be more obvious this year.
Taiwanese vendors believed that in addition to US-China trade war, causing lackluster sales in China, the high price is also a problem, which increase the difficulties to step into the emerging market. One of the suppliers in Apple’s supply chain told that he was originally positive toward iPhone XR’s sales to boost the operation in 1H19. However, his current outlook has become relatively conservative.
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