Re: On the other hand.
By 17%? Not a chance. Especially as most Asian exchange rates are pegged to the dollar. And commodity prices have been going one way in the past couple of years (and it ain't down). Also, they said revenue from their largest customer had gone down, not profit. These terms, in accounting parlance, are quite different:
Revenue is how much you've made from a customer. E.G: I sold Apple $500 million worth of stuff
Profit is how much you made from your revenue: E.g. After costs, I made $150 million of profit of my sales to Apple.
They're saying revenue is down, not profit. This means that either Apple has reduced the price they're paying by 17% (don't believe that for a second), they've bought 17% less stuff or some combination of the two.
Also, companies making large purchases in foreign currency fill usually go to a bank and sign an agreement to buy x amount of currency y with currency z at a point in the future (this is called a Forward), so currency fluctuations usually don't affect this kind of thing.
So no, it's not price fluctuations, it's almost certainly that they're buying less stuff.