In a note to clients — as reported by “AppleInsider” (www.appleinsider.com) — Topeka Capital Markets analyst Brian White says the recent overhaul of Apple’s product line-up and anticipated strong sales of new Macs, iPads and iPhones have resulted in a major growth spike among Apple’s suppliers.
He says key Apple suppliers saw their sales grow 29% year-over-year in October. That beats the average 2% year-over-year growth seen in the month of October over the last seven years and follows a decrease of 1% that came in the month of September, the analyst notes.