Taiwan lens maker Genius Electronic Optical is seeing sales pick up as Apple ramps orders ahead of its new phone launch — good news for the optical supply chain, at least for now.

• August sales rose from July and edged up from a year ago, with sales for the first eight months up almost 12%.
• Orders are strong in the third quarter, the usual busy season as customers stock up for new phone launches.
• Apple's September launch event is driving the pickup, lifting the whole parts supply chain.
• Fourth-quarter business depends on how well the new phones actually sell to shoppers.
• The company is also pushing into co-packaged optics, a chip-networking technology, with some products still in testing and others in development.

Outlook: Sales should stay strong through the launch season, but the momentum after that hinges on consumer demand for Apple's new models.