Investing.com -- Shares of Apple-linked suppliers traded unevenly across Asia on Tuesday, with South Korean component and memory-chip makers falling while some Chinese manufacturers advanced.
Investors weighed stronger iPhone demand against rising component costs and mixed earnings across the supply chain.
In an early-session, LG Innotek fell 4.6%, SK Hynix dropped 3.5% and Samsung Electronics lost 3.3%. Taiwan's Largan Precision declined 4.2%.
By contrast, China's Goertek gained 2.7% and Luxshare Precision rose 0.6%. Taiwan Semiconductor Manufacturing Co. was little changed.
Apple's latest results offered mixed signals for suppliers. September-quarter iPhone revenue jumped 17.5% year on year to $57.6 billion, driven by strong iPhone 18 Pro demand, helping lift overall revenue above expectations.
However, Apple forecast December-quarter gross margin of 45%-46%, down from 47.9% previously, as rising memory costs weigh on profitability. iPad and wearables sales also disappointed, while services growth is expected to slow.
Apple's suppliers also logged a mixed batch of September quarter earnings in recent weeks.
South Korean camera-module supplier LG Innotek reported an 18.6% rise in third-quarter revenue, but operating profit plunged 53.4% as currency movements squeezed margins.
It bought raw materials when the won was weaker against the dollar but shipped products after the currency strengthened. Revenue at its optical solutions division, which includes camera modules, still rose 20.6%.
Taiwan's Largan Precision also faced margin pressure, with revenue falling 11.5% and net profit declining 27.7%. Gross margin dropped to a 13-year low of 42.21%, hit by lower yields on new smartphone camera lenses and higher energy costs.
Samsung Electronics and SK Hynix fell despite record quarterly earnings, supported by AI-related memory demand and strong sales of high-bandwidth memory and server products. Both had rallied in the previous session, potentially leaving room for profit-taking.
Chinese suppliers were more mixed. Goertek recorded modest increases in nine-month revenue and profit, while Luxshare Precision reported year-on-year growth in third-quarter revenue and net profit. Luxshare's nine-month revenue climbed 29%, with attributable net profit up 13.4%.
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