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

- FLIR One Thermal iPhone case goes on pre-order
- New MacBook Air stickers ad
- A detailed look at Yosemite and iOS 8 Continuity features
- Maroon 5, Pharrel Williams, Beck headline iTunes Festival
- Comcast vs Ryan Block
- Apple launches Swift developer blog
- LEGO Fusion looks pretty neat
- Tim Cook’s leadership and innovation
- Detailed look at iOS 8 Privacy
- IBM's Watson in the kitchen
- Apple rolls out Back to School Promo
- Apple may be rolling out two-factor verification for iCloud
- Apple revamps iTunes U for better iPad integration
- Apple ends Aperture
- New Parenthood iPhone 5s ad features apps with kids
- Apple updates lowest end iPod touch, trims prices
- Apple’s focus on the customer
- Dropbox app looks to streamline desktop setup
- Apple TV adds on ABC News, PBS Kids, AOL On
- A look inside Dropbox's new HQ
- Apple TV and HomeKit possibilities
- T-Mobile offers unlimited iTunes Radio streaming
- Podcast: Low end iMac, Podcast App, Amazon Phone + More
- Apple introduces new lower end iMac
- Nest Protect once again on sale


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