AppleInsider, quoting FBR Research chip industry data, states that Apple has again cut iPod and iPhone orders. New in this round is a reduction in MacBook orders.
"For both iPods and iPhones, we believe Apple was previously targeting a roughly 50 percent quarter-over-quarter decline for first quarter units, whereas, we now think the firm is targeting a 60 percent quarter-over-quarter unit decline for first quarter units," said Craig Berger, FBR Research.
"With Broadcom selling the touchscreen controller into the iPhones and iPod touches, and with Marvell selling WiFi chips into the iPhone, both of these chip firms should see slight negative revenue impacts in their March quarter, though we believe the magnitude of this bad news is relatively small," he continued.
The FBR analyst also said his checks indicate that Apple has cut its first quarter MacBook build forecast by about 50 percent compared to the prior quarter, down from 35 percent upon his last check.
On Feb 1, Insanely-Great reported that Apple had cut iPod production and raised Mac output.
Editor's note: So (large grain o' salt), iPod orders have been significantly cut and iPhone / touch orders simply reduced, according to Berger. Just a (large) seasonal variation plus sickening economy, or is the iPod gravy train seriously slowing down?
Also, I wonder if what we're seeing (large grain o' salt), at least in the case of the MacBook, is both a reduction related to demand and preparations to introduce new models.
Yet another case where Apple's opacity and our insatiable desire to know can't be reconciled...
What's your take?
blue, green and pink, only $99!
- Alpine planning after market CarPlay head units
- Linking Apple TV with IFTTT for evergreen screen saver photos
- Funny Samsung sales numbers and the analysts who reported them
- Podcast: Gary Busey, iOS 8 Wishlists, thoughts on iPhone 6 (#109)
- List of sites affected by Heartbleed
- iOS, OS X not affected by Heartbleed
- A good guide for resolving iOS battery problems
- Dropbox releases Mac email and photo management apps
- Best selling Android app was a scam
- Kanex introduces Thunderbolt to eSATA/USB and Ethernet/USB adapters
- Nest halts sales, disables wave feature
- WWDC set for June 2nd
- Apple gives iWork for OS X, iOS, iCloud a big update
- Apple updates Safari for Mavericks and Mountain Lion
- OWC offers CPU upgrade solution for new Mac Pros
- LaCie expanded networked FUEL drive to 2TB
- Apple adjusting app pricing in some countries
- WD My Passport Pro RAID offers portable Thunderbolt storage w/o power
- Office comes to iPad, unlocks features for iPhone
- Twitter introduces photo tagging, multiple photo support
- Sonnet Tech introduces xMac Pro Server Thunderbolt PCI Rack
- OWC boosts Mac Pro memory to 128 GB
- Macfixit is no more
- Fantastical coming to iPad
- Interview reflects on iPhone launch
Browse and search for more articles