Other World Computing
Feature Graphic
The Apple Watch
Feature Graphic
Switching to iPhone 6 Plus, Apple Watch Role Playing, Over-Under + More
Feature Graphic
iPhone 6/6+, Hot Thighs and Tights Pants, What's Wrong with iPhone Lines
Feature Graphic
How to get photos on to iOS 8 iCloud Photo Library
Feature Graphic
iPhone pre-orders, iOS 8, Tim Cook Interview + More
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.


Trans Intl

Spacer

Connect with Insanely Great Mac


spacer

Recent Articles

- Reserve Strap and the secret Apple Watch plug
- Apple Watch Review Diary: UX, odds and ends
- Apple Watch Review Diary - Battery: First Full Week
- Podcast: Thoughts on the Apple Watch
- Apple Watch Review Diary - Notifications
- Apple's supply chain and the defective taptic engine part
- Apple Watch Review Diary - Fitness Features/Tracker
- Apple Watch Review Diary - Productivity Apps: OmniFocus, Trello, Evernote IFTTT
- Tattoos and Apple Watches may not mix
- Apple Watch Review Diary - Making/Receiving Phone Calls
- Apple Watch Review Diary - Siri
- Apple Watch Review Diary - Maps/Navigation
- Apple Watch Review Diary - The Controls
- Apple Watch Review Diary - The Hardware
- Apple Watch Apps, shipping issues, pop culture reactions
- Some practically useful early Apple Watch apps
- Ars: Inside Apple's ResearchKit
- Apple VP Angela Ahrendts sends video message on Apple Watch to retail employees
- Keynote, PowerPoint apps add support for Apple Watch
- How Apple Watch measures your heart rate
- AnandTech review of new MacBook
- Podcast: Apple Watch try-on experience, new MacBook
- 1Password 5.4 for iOS brings Apple Watch support
- Reddit Infographic visually describe Apple Watch UI
- Andy Hertzfeld on latest Jobs biography


Browse and search for more articles

Insanely Great Mac Logo

IGM Specials

Mercury Extreme SSD
60GB - $48.79
120GB - $73.79
240GB - $128

480GB - $228

960GB - $649

iMac RAM (Retina)
8GB Kit - $78
16GB Kit - $160
32GB Kit - $320

External Storage
500 GB - $129
1 TB RAID - $239
Mobile RAID - $199

Power2U AC/USB Wall Outlet - $20

MacBook Drive Caddy - $39

MacBook Pro Memory
8GB - $96
16GB - $179

Radeon HD 7950 GPU
$448

iSchmutz Air Filter
$24.99


Trans Intl

Other World Computing





Home

About

Advertising

Search

Copyright 1995-2015 Insanely Great Mac. All rights reserved.
Privacy Statment | Terms of Service | Editorial Policy