Apple/Smartphone Supply Chain, AVGO

TMT


Apple/Smartphone Supply Chain - SHORT, Avago Technologies Ltd. (AVGO) - LONG

Publicly traded companies mentioned herein: Analog Devices Inc (ADI), Apple Inc (AAPL), Avago Technologies Ltd (AVGO), Cirrus Logic Inc (CRUS), Micron Technology Inc (MU), Samsung Electronics Co Ltd (005930 KS), SanDisk Corp (SNDK), SK Hynix Inc (000660 KS), Texas Instruments Inc (TXN)

Highlights

The presenter is bearish on the outlook of the smartphone supply chain, expecting smartphone demand to fall as innovation plateaus and growth in major markets slow. In the presenter’s view, the immense growth of Apple and the entire smartphone industry over the past decade has created unrealistic expectations of perpetual growth. Manufacturers and suppliers who have benefitted from having 10% or more of their sales tied to companies like Apple and Samsung are set to see a “dramatic” reversal.

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Idea Discussion

Commentor 1 - 2 weeks ago

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Commentor 1 - 2 weeks ago

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