InterDigital Inc (IDCC)

[thelurker]

Pegatron sales buoyed by iPhone 6 shipments
Monica Chen, Taipei; Steve Shen, DIGITIMES [Thursday 12 February 2015]
Pegatron Technology saw its January revenues grow 3.28% sequentially and 28.98% on year to NT$118.05 billion (US$3.75 billion) mainly thanks to orders for the iPhone 6.

Pegatron is expected to maintain its shipment momentum for related products, including iPhone 6, gaming machines, modems and routers, in the first quarter of 2015, according to market watchers.

Shipments of iPhone 6 alone are also expected to maintain at 40 million units in the first quarter as it did in the previous quarter, said the observers.

Some market watchers have said that they expect Pegatron's sales to drop 20-30% in the first quarter due to competition for Apple's orders from Foxconn Electronics, Wistron and Compal Electronics. But Pegatron chairman TH Tung has maintained that orders from existing clients will continue to grow.

Including iPhone 6, shipments of communication products accounted for nearly 50% of Pegatron's total shipments in the fourth quarter of 2014, compared to 39% and 45% in the previous two quarters, according to Pegatron.

Strong shipments of communication products will help offset Pegatron's lackluster performance in the notebook ODM sector, said market sources.