November ▪ July 15, 2014

November ▪ October 24, 2013

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A second analyst has warned that supplies of the Retina iPad mini are likely to be “ridiculously tight”, after KGI Securities analyst Ming-Chi Kuo previously predicted they would be “highly constrained.” The comment comes from Rhoda Alexander, director of tablet research at IHS electronis and media, quoted in the Telegraph.

Apple could face supply issues for the iPad mini 2 with Retina, as its supply is one third the size of its shipments from this time last year, an analyst said.

Rhoda Alexander, director of tablet research at IHS electronis and media, said: “The supply of the Retina Mini is going to be ridiculously tight in the fourth quarter …  expand full story

November ▪ October 11, 2013

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Apple today has changed its iPhone 5s shipping estimates in the United States (and other countries such as China, Canada, and Australia), to note that the phones will ship in 2-3 weeks. Previously, Apple said that phones would ship in October. The high-end of the new quoted time will put some phones in the range of shipping during the first week of November…

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November ▪ September 25, 2013

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Last fall, Apple had a lot of products to introduce: a new iPhone, two new iPads, three new iPods, and a few new Macs. Apple ended up dividing those new devices into two events: an iPhone + iPod event and an iPad + Mac event.

Without much occurring during the first half of this year, and even with the new iPhones launching this month, Apple still has a significant amount of products to still announce this year. Let’s take a look at what’s coming:

Could Apple announce all of this in one sitting?…

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November ▪ October 31, 2012

When Apple originally announced the iPad mini, it said the LTE model would ship two weeks after the Nov. 2 launch date set for the Wi-Fi only models. It didn’t take long for Apple to extend estimated shipping dates to “2 weeks” following selling out of initial supplies. One lucky iPad mini user received their preorder already, but it appears Apple is facing major shortages leading up to the holidays. Especially for the cellular models…

As noted in the tweet below, several readers have noticed Apple has now removed the shipping date for their iPad mini LTE preorders. Previously, Apple provided a shipment date of November 23rd for many who preordered LTE iPad minis on day one. That date was already a week longer than Apple promised during the unveiling. Since providing that date, orders have now been updated to read “mid-November”, indicating Apple could be running into more delays than expected in manufacturing. Whatever the source of the shortage is, it looks like preorder customers might not receive their orders until after the 23rd. expand full story

November ▪ October 25, 2012

As we originally predicted, Apple is going to have some major delays and shortages for its new iMac lineup heading into the holidays. Before the refreshed iMacs were unveiled at Apple’s iPad mini event earlier this week, we thought the shortages might even mean the unveiling would be pushed back. While Apple decided to unveil the new product publicly, Apple CEO Tim Cook confirmed today that the November and December release dates for the new models will mean significant shortages for the robust demand the company is expecting headed into the holiday season.

Cook on the new iMac shortages and component constraints from today’s Q4 earnings call: expand full story

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