InterDigital Inc (IDCC)

[thelurker]

Pegatron confident about maintaining Apple orders in 2015, says chairman
Monica Chen, Taipei; Adam Hwang, DIGITIMES [Tuesday 20 January 2015]
Pegatron chairman TH Tung has responded to stock market analysts' concerns that Pegatron may see decreased Apple orders in 2015 because Wistron and Compal Electronics have become additional OEMs for Apple, saying the company is confident that shipments to Apple in 2015 will not decrease and instead are likely to increase.

Wistron and Compal may share orders for the iPhone 6 and iPad mini, respectively, with Pegatron, the market analysts said. However, Tung indicated that Pegatron has maintained steady cooperation with Apple and succeeded in hiking OEM quotes. According to industry sources, since Wistron and Compal's yield rates and efficiency cannot compete with Pegatron and Foxconn Electronics for the time being, Apple is expected to release small-volume orders to Wistron and Compal for trials in 2015.

Pegatron shipped 10-10.5 million notebooks in 2014, slipping on year by 23.9-27.5%. Including OEM orders for iPhone 6, Pegatron's revenue proportion for mobile telecom devices rose from 39% in the second quarter of 2014 to 45% in the third and 50% in the fourth.

In addition to notebooks, tablets and smartphones, Pegatron has been developing automotive electronics for four years and has entered the supply chain of Audi.

Pegatron is expanding production capacity at its factory in Kunshan, eastern China, with completion scheduled for the end of second-quarter 2015.