czecherychestnut on 24 April 2016
The impact of the earthquake might not impact them too badly financially. If they have already booked an impairment charge due to lowering demand, then a drop in production due to a shutdown line from the earthquake might have minimal impact (as supply would have to be reduced due to falling demand anyway). Obviously there will be material costs with repairing and restarting the productions lines.
The drop in smartphone sales will impact a lot of players, reports have said iPhone shipments are expected to continue their year on year decline despite the iPhone SE release. With the market maturing and continuing to commoditise, the heady days of >10% growth in shipments are coming to an end.
