Disclaimer: The language barrier here is great, so it will likely take some time before we have a clear picture of this.
Some reports regarding the Q1 earnings of Foxconn Technology Co., Ltd (2354 with Taiwan Stock Exchange) have started to emerge from Taiwan. Yahoo has reported on it for example. But they also linked to another stock site, MoneyDJ, that has a report on this mentioning Nintendo NX. We knew from before that both Foxconn (2317, TSE) and Foxconn Technology (2354, TSE) were involved with the NX, but it's always good with another source. Anyway, here is an Engrish translation of the article, hopefully someone fluent in Chinese can provide a better one:
Thanks to Jim_Cacher
As iPhone's inventory still remains, investors believe Foxconn Technology's consolidated revenue for Q1 will decline compared with that of Q4 last year. However, with rising demand for new products like 4'' iPhone, Chinese smartphones and NB, Foxconn's consolidated revenue for Q2 is expected to stabilize. In the second half of the year, with the roll out of iPhone 7 and Nintendo's new console NX, operating revenue will rise.
With the roll out of iPhone 7 and Nintendo NX, investors believe Foxconn's operation will focus on the second half of this year. It is expected that operation momentum (營運動能) for the company in second half of the year will obviously increase compared with that of the first half.
Hong quasi Q1 operating estimates for the bottom in the second half of the season still can
MoneyDJ News 2016-03-04 10:01:10 Reporter Zheng Ying Chih report
Given the iPhone has yet to melt stock, legal view, Hong quasi (2354) Q1 consolidated revenue will decline significantly over last Q4, but with the new four-inch iPhone, land line phone and NB have new needs emerge, Hong quasi-Q2 consolidated revenue is expected to stabilize, while the second half will be with the iPhone 7, Nintendo's new machine Nintendo NX Release, operating trend will turn hot.
Hong quasi-manufacturing giant metal chassis, the chassis is also a major supplier of iPhone, as iPad, Macbook series also have a certain permeability; quasi-hung cabinet because it is Apple's largest supplier of its operating trend also connected with their customers greater resistance.
Hong quasi sluggish sales by the iPhone 6s effects only last year Q4 Q3 consolidated revenue equivalent to the kinetic energy of operations lower than expected, and by the year Q1 iPhone sales forecast to go short influence legal thought, hung quasi-operation of the kinetic energy is not strong Q1 estimated hung quasi Q1 consolidated revenue in the quarter by 2 percent rate would be up and down.
Looking Q2, legal believes, in view of the quasi-hung is still the iPhone casing main supplier to benefit from the new 4-inch iPhone launch, plus land-based mobile phones, NB, etc. inject new, hung quasi Q2 consolidated revenue given the opportunity to stop stable, and is expected to moderate small increase compared with Q1.
And in response to iPhone 7, Nintendo NX launch legal view, Hong quasi-main event will still operating on the second half of this year, the company is expected to operate in the second half than the first half motion can significantly strengthened.
Watch Hung quasi-kinetic operations this year, legal view, mainly to see the metal housing demand, and hung on the iPhone quasi permeability changes, although frequently heard noise, but that the legal entity, with its quasi-hung technology, and long-term cooperation with Apple's tacit , hung quasi iPhone will remain a main supplier; and a metal cabinet with NB penetration rate increase, this year in Hong quasi NB market has seen growth opportunities, this year is expected to increase land-based mobile phone customers, but their hair changes in interest rates will have to be observed.
Hongzhun 2015 consolidated revenue was 100.027 billion yuan, the annual increase 19.55%; 2015 third quarter EPS of 6.3 yuan, corporate estimated 2015 EPS to be in the 8 to 9-membered; Hongzhun January consolidated revenue 6.556 billion yuan, increasing 5.01% monthly, annual reduction of 34.13%.
This information is apparently from an investor briefing held by Foxconn (as far as I can tell by this), but I have yet to find a webcast of this (or an earnings release) on their IR webpage. So I cannot say for sure the details about NX comes directly from Foxconn or if it is the reporter drawing information from earlier articles on other sites (DigiTimes etc.). But as operating trends are mentioned, it seems like the former. But take it with a grain of salt until better translation can be provided.
Foxconn Technology Co., Ltd., a subsidiary of Foxconn Electronics/Hon Hai Precision, offers a wide range of product or services, you can take a look at them here. They're known for making many Apple products. Exactly what they will supply for NX is currently unknown.
Not much really, but there you have it.