supply ▪ May 11


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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supply ▪ April 29


The Wall Street Journal reports that the limited initial roll out of the Apple Watch was slowed by supply manufacturing issues concerning the Taptic Engine. The report claims that after mass production of the device began in February, reliability testing showed that some of the Taptic Engines supplied by AAC Technologies Holdings began to break down after use.

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supply ▪ November 20, 2014

supply ▪ October 7, 2014




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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supply ▪ October 3, 2014

Screen Shot 2014-10-03 at 11.01.28

A new report by Digitimes says that, contrary to public opinion, the iPhone 6 Plus is receiving more orders after beating initial demand expectations. The report says 60% of iPhone production is iPhone 6 Plus units, which may be interpreted as the iPhone 6 Plus being the more popular model. It also says that Foxconn is responsible for iPhone 6 Plus supply, whereas Pegatron is taking up iPhone 6 output.

However, Digitimes doesn’t have the best track record and this information sort of defies other evidence. Firstly, it is important to note that production does not correlate proportionally to demand. It was well publicised that the iPhone 6 Plus was supply-constrained in the runup to release. The burst of iPhone 6 Plus production now may simply be restoring the balance, clearing the backlog of orders.

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supply ▪ February 11, 2014

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