Recent claims from Citi group regarding Apple missing its self set revenue target for the current quarter have been strengthened by Brian White of Topeka capital who monitors Apple’s supply chain closely to get the statistics from all of Apple’s key suppliers, essentially from Taiwan. Last month the supply chains reported a fall by almost 31% compared to a decline of 8% that happens in every February in general. It seems that the Apple Monitor came up short this February and reports that this has been the worst February recorded by them. Though most Tiwanese Monitors experience weaker than average trends in this February Apple’s seems to be worst than the average trends going on.
One reason for a general drop in February sales can be attributed to the Chinese new year for which the production literally comes to a halt and production drop of around 15% typically. Even after considering the industry averages and Chinese new year factors Apple seems to have performed quite bad for the month of February.
CEO Tim Cook has already cautioned about not reading too much into few supply chain figures as Apple sources its components from a varied set of companies and these supply chain figures are not indicative of it. Also research firm NPD revealed last month that in U.S. it recorded a surprisingly high number of Mac and iPod sales but the only problem is that Mac and iPod seems to be responsible only for a minor share of the whole revenue Apple has been making since the launch of iPhone and iPad.