demand ▪ May 11

spaceblack

One month after Apple began taking Apple Watch pre-orders with a promised April 24 release date, many customers — including people who ordered immediately after Apple’s online store returned — are still awaiting their Watches. As noted on Apple’s discussion forums and numerous social media postings, many Apple Watch models appear to be trickling out of the company’s factories, while Watches bundled with certain premium bands have apparently not yet shipped.

The most significantly delayed Apple Watches are apparently Apple’s four Stainless Steel Case with Link Bracelet models ($949-$1,099), four Stainless Steel Case with Leather Loop models ($699 each), and four Stainless Steel Case with Modern Buckle models ($749 each), which do not appear to have shipped at all.

Update: Following publication of this story, several readers reported the first credit card charges for silver Apple Watch orders with Link Bracelets, covering orders placed five or fewer minutes after Apple’s online store returned. Orders for Space Black versions of the Apple Watch have not yet been charged…

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demand ▪ November 20, 2014

demand ▪ October 7, 2014

 

 

iphone6

Following some statistical analysis from yesterday that indicated the iPhone 6 usage ratio was beginning to favor iPhone 6 Plus, Digitimes now reports that Apple is following through on market shifts with production schedule adjustments.

Digitimes says that with iPhone 6 Plus exceeding expectations, Apple has asked the supply chain to move some production away from its 4.7 inch phone. This will mean that shipments for iPhone 6 will fall by 3-4 million units to accommodate the change in production lines.

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demand ▪ May 9, 2013

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Yesterday we decided not to run with a story published by Bloomberg that Pegatron’s forecasted 25 percent to 30 percent drop for second-quarter revenue was due to “falling iPad mini demand.” It seemed a little far fetched that an Apple supplier would be giving up specific information on product demand, something we know suppliers in Apple’s circle typically remain tight-lipped on. Today CEO of Pegatron Jason Cheng has confirmed our suspicions in an email to Fortune claiming that Bloomberg reporter Tim Culpan made the iPad mini angle up.

While quoting an analyst’s expectations for iPad mini demand in Q2, Bloomberg’s Tim Culpan offered the following quote from Pegatron Chief Executive Officer Jason Cheng as proof:

A decline in revenue from the iPad Mini “is more on demand, while price has been stable. Not just tablets, also e-books and games consoles, almost every item is moving in a negative direction.”

Pegatron chief Jason Cheng says he wasn’t referring to iPad mini specifically, but rather all of its products including all tablets and game consoles, while noting that “clearly refused” to answer Culpan’s questions related to specific products. Here’s what he had to say about the Bloomberg piece: expand full story

demand ▪ February 19, 2013

demand ▪ November 7, 2012

According to a report from Reuters, citing a statement from Foxconn Chairman Terry Gou, Apple’s assembler is having a hard time keeping up with iPhone 5 demand. Gou confirmed previous rumors that the company is indeed “falling short” of meeting supply for iPhones and its other unit, Foxconn International Holdings, is assisting with production:

“It’s not easy to make the iPhones. We are falling short of meeting the huge demand,” Foxconn Chairman Terry Gou told reporters after a business forum.

Following the launch of the iPhone 5, reports claimed employees at Foxconn’s Zhengzhou plant went on strike over quality control concerns and lack of training. The same quality control issues were linked to scratching found out of the box on some iPhone 5 units, but it’s unclear how much these setbacks have contributed to iPhone 5 delays. Another unnamed executive speaking to The Wall Street Journal last month said the iPhone 5 is “the most difficult device that Foxconn has ever assembled. To make it light and thin, the design is very complicated.”

To speed up production of new iPhones, specifically the production of display components, Reuters suggested Apple could provide cash incentives to Sharp, one of its keep suppliers that was thought to have contributed to initial low supplies. Following rumors yesterday that Apple might even be considering making further investments in the failing company, Asymco’s Horace Dediu (via Fortune) speculated today that a $2.3 billion discrepancy in Apple’s 2012 financials might have already went to Sharp: expand full story

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