Apple component suppliers took a share-price hit on Wednesday after the world’s biggest technology company said that its $999 iPhone X would be launched later than expected.
The UK’s Dialog Semiconductor and IQE, which sell chips and parts to Apple for its smartphone, headed lower as trading opened.
IQE, the semiconductor maker, fell more than 6 per cent, while Dialog, which draws about three-quarters of its revenues from Apple, was down 1.2 per cent. AMS, an Austrian chipmaker that this week touched all-time highs, fell 3.9 per cent.
The iPhone X, Apple’s “super premium” handset, will not be available until November, compared with the company’s usual September releases, as planned for the iPhone 8 and 8 Plus, which were also announced on Tuesday. The X boasts a number of new features, including facial recognition.
苹果的“超级高端”手机iPhone X不会在11月前上市，而往年该公司都是在9月发售新机，同样是在9月12日发布的iPhone 8和8 Plus就定于9月下旬上市。X拥有许多新的功能特性，包括人脸识别。
The trading highlighted the dependence of a global ecosystem of businesses on the Californian company and an associated rise in market volatility around its announcements. Analysts also noted that almost every feature revealed by Apple on Tuesday relied on custom chips that it designs in-house, suggesting it would be reducing its use of outside suppliers in future.
In Asia, Apple supplier Taiwan Semiconductor Manufacturing, the world’s biggest contract chipmaker, dropped 0.5 per cent. In China, other Apple-linked stocks fell.
In New York, Apple’s own shares were 1.3 per cent lower in midday trading. They have risen nearly 40 per cent so far in 2017.
“Companies live and die by their relationship with Apple,” said Ben Wood, an analyst at CCS Insight, who suggested that the market move was linked to “some expectation built in to the volume of components that would be sold?.?.?.?that failed to materialise [Tuesday] night”.
CCS Insight的分析师本?伍德(Ben Wood)说：“企业与苹果的关系决定着它们的存亡，”他认为市场的走向与一些预期相关，“这些预期建立在零部件的销量上……而9月12日晚这些预期落了空”。
He added that the issue only stood to affect the stock prices of suppliers in the near term, pointing to “pent-up demand”. “The biggest challenge will be satisfying the huge demand for iPhone X,” he said.