Other World Computing
Feature Graphic
Shinola Premium Leather iPhone 5/5s case
Feature Graphic
My iPhone Home Page Apps
Feature Graphic
Apple Leather iPhone 5/5S Case (Product RED)
Feature Graphic
Building a Hackintosh Server
Feature Graphic
HiRise dock for iPhone 5, iPad mini from Twelve South
IGM Logo

| Home | Contact | Advertising | Search | Submit


Shortage story just keeps on morphing



By

When Gene Munster said the current iPhone shortage was the prelude to a new product release, the blogsphere erupted with peels of joy—here's a man who knows what we want.

A mere 24 hours later and the collective wisdom has turned against any such rosy speculation.

RBC Capital's Mike Abramsky (Barron's) has added his own twist to the evolving story of why US Apple Stores can't keep the iPhone in stock—Apple's not making enough because it underestimated demand.

“Rather than from component shortages [Ed—Bernstein Research] or ahead of a 3G launch, Apple may have under-estimated post-holiday demand on expectations of a [calendar] Q1 sales slowdown, which never materialized,” says Abramsky. “Apple and investors have struggled to forecast iPhone demand, including the impact of unlocked phones and seasonality.”

Apple iTunes

Buy a refurbished iPod nano, and get 15 songs on us.
Exclusive offer. Limited time only.


And, here's where a thread from the recent past can be drawn in bolster Abramsky's argument. Back in early February, there were contradictory reports coming out of Taiwan saying that iPhone orders were holding steading, experiencing volatility and / or had been cut.

For their part, the lads at iPod Observer think that the US dollar's low value is a contributing factor, as well (ie gray marketers are buying "cheap" US iPhones and selling them overseas).

Taken altogether—bad forecasting, high demand, rabid gray market—and we've got reasonable explanation...

What's your take?

Buy a refurbished iPod nano, and get 15 songs on us.
Exclusive offer. Limited time only.


Spacer

Connect with Insanely Great Mac


spacer

Recent Articles

- Podcast: Brown M&M, Apple event, wearable, tattoos, Dropbox vs iCloud + More
- That FLIR iPhone heat camera can steal PIN numbers
- Apple special event set for September 9
- Dropbox changes to a single 1 TB Pro plan
- August Smart Lock begins shipping
- iPhone 5 Battery Replacement Program
- Otterbox announces Alpha Glass screen protector
- OS X Yosemite allows screen sharing over iMessage
- Final Cut Pro suite gets minor updates
- Visual history of Apple designs
- Evernote Webclipper for Safari get big update
- Podcast: Looftlighter, Sapphire Glass, Robin Williams, Google Customer Service, plus more
- Apple mission statement on its culture of diversity
- A look at Apple University
- iPhone 6 prank
- Podcast: iPhone announcement date, traffic school, Apple-Samsung lawsuit, plus more
- iPhone event reportedly set for September 9th
- Apple, Samsung work towards burying the patent hatchet
- OWC adds software RAID option for ThunderBay external storage
- The Verge: Comcast’s internal customer retention guide
- Lightning dockStubz connector helps solve problem of docking with a case
- iPassword offering extension for third party iOS 8 apps
- MacBook Pro lineup gets Haswell CPU bump, more memory
- Podcast: Walkie-talkies, iOS 8 betas, CES and much more
- FLIR One Thermal iPhone case goes on pre-order


Browse and search for more articles

IGM Specials

Mercury Extreme SSD
60GB - $64.50
120GB - $79
240GB - $148

480GB - $300

960GB - $695

iMac RAM (2013)
8GB Kit - $99
16GB Kit - $198

32GB Kit - $390

External Storage
500 GB - $129
1 TB RAID - $225
Mobile RAID = $198

Power2U AC/USB Wall Outlet - $22.50


Other World Computing

Other World Computing





Home

About

Advertising

Search

Copyright 1995-2014 Insanely Great Mac. All rights reserved.
Privacy Statment | Terms of Service | Editorial Policy