Kevin Bostic
Apple's component supply chain may have managed to resolve supply issues, as new reports out of China have production ramping up for the iPad mini as well as the shortage-plagued new iMac.
The report comes by way of CCIDNet, which cited industry source claims that iPad mini supply constraints have been overcome. Those sources expect first quarter iPad mini shipments to reach about 11 million units.
Likewise, the source claims that Apple's suppliers have solved the new iMac bottleneck, and shipments of Apple's all-in-one desktop can be expected to increase in the first quarter.
This second report is somewhat troublesome, as CCIDNet's account puts iMac shipments at 14 million units for the first quarter, while Apple shipped only about 4.4 million Macs total last quarter. The figure may be the result of a typo or mistranslation.
The amount may be in question, but the report itself seems somewhat supported by previous indicators. Last week, shipping times for the iPad mini began dropping to 3-5 business days, indicating that supply may be catching up to demand. Last week also brought reports that the assembling conformity rate for the new iMacs had been improved, with suppliers predicting better supply and stronger sales.
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16 Comments
Strange, don't you think ? All rumors turn out now to be positive for Apple ... A miracle ???
Strange, don't you think ? All rumors turn out now to be positive for Apple ... A miracle ???
No, just back to the standard crap of lying about how well Apple will do, setting unrealistic expectations, and then tanking the stock when they invariably fail to meet them.
Maybe they're "ramping up" production because they're almost ready to produce the iPad mini 2.
All rumors turn out now to be positive for Apple
I just read a piece on SeekingAlpha that said Apple's growth in China is not as good as reported. The argument was that if you subtracted iPhone 5 sales from the latest quarter, then the remaining sales actually decreased slightly from the previous quarter. So there you have it: Apple's sales are decreasing in China... if you don't count the products they sold.
Yeah, that sounds real positive.
[quote name="Tallest Skil" url="/t/155702/ipad-mini-shipments-rumored-to-hit-12-million-in-q1-2013#post_2267261"] No, just back to the standard crap of lying about how well Apple will do, setting unrealistic expectations, and then tanking the stock when they invariably fail to meet them. [/quote] Exactly. The bidding war is getting read to start all over. This rumor says 12 M. Next week, someone will say 14 M. Then 20 M. Then 30 M. And when Apple fails to hit the ridiculous 30 M number, their shares will crash again. It's too bad no one ever verifies the credibility of these analysts. If they did, the numbers would get a lot more reasonable in a hurry.