Seasonal Drop in Kindle Fire Tablet PCs
Orders by original design manufacturers for Amazon (NASDAQ:AMZN) Kindle Fire or Barnes & Noble (NYSE:BKS) Nook tablet PCs are projected to drop by 50 percent in Q1 of 2012, according to supply chain sources on Friday. These orders could fall by as much as 800,000 to one million per month, now that the year-end holiday period is passed.
On a brighter note, the sources also said that this will be in keeping with market expectations, and that TPK Holdings and Wintek, Kindle Fire’s touch panel suppliers, will not suffer significant negative impacts.
These two companies continue to enjoy robust touch panel orders from Apple (NASDAQ:AAPL), allowing Wintek’s consolidated revenues to reach NT$9 to 10 billion ($300 – $333 million) per month in Q1 2012; and TPK set to receive of NT$14 billion per month in the same period.