demand Stories May 11, 2015

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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 Stories November 20, 2014

Many iPhone 6 models see shipping times improved as the holiday season approaches

Apple has improved shipping times on several iPhone 6 and 6 Plus models ahead of the holidays, especially in the 16 GB range. The 4.7-inch iPhone 6 previously required 7 to 10 days to ship after being ordered, but that number has now dropped to just 5 to 7 days. Shipping times for the 64 and 128 GB models remains unchanged, however.

The 16 GB iPhone 6 Plus also saw an improvement, with the larger model now shipping in just 7 to 10 days. Unlike the smaller handset, the 64 and 128 GB versions of the 6 Plus are also getting reduced shipping times at 2 to 3 weeks (down from 3 to 4 weeks before that).

demand Stories October 7, 2014

 

 

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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 Stories 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 Stories February 19, 2013

iPad mini now in stock in many countries through Apple online store

After improving to “3-5 days” shipping time in most major markets late last month, the iPad mini is today listed as in stock for all models in at least the United States, Australia, Singapore, New Zealand, and Canada. Some other stores, such as the United Kingdom’s online store, is still quoting an estimated shipping time of “1-3 business days”, but Apple’s listing of the device as in stock in the U.S. likely means the company is starting to catch up with demand. At Apple’s earnings call, Apple CEO Tim Cook noted that the iPad mini remains constrained and high in demand. He also noted that Apple would significantly increase the supply but wasn’t sure if it would reach a supply/demand balance on iPad mini during the current quarter.

 “we sold 23 million iPads, we obviously could have sold more than this because we could not build enough iPad minis to come into a demand balance… Im sure there was some cannibalization of Macs there.”

(via @iphonehackx)

demand Stories 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

demand Stories November 2, 2012

iPad mini window display from NorthStar Mall, San Antonio (via <a href="https://twitter.com/alanweinkrantz/status/264338171469369344">@alanweinkrantz</a>)

iPad mini officially went on sale at 8 a.m. this morning and reports are already starting to flow in that many Apple Stores have sold out of initial stock. Topeka Capital’s Brian White released a note to clients this morning (via BusinessInsider) that noted all models of iPad mini sold out in just over two hours at Apple’s flagship Fifth Avenue New York City store. Before today’s launch, shipment dates for Apple’s online pre-orders of the device had been pushed back, while shipment dates for pre-ordered LTE models of the device were recently removed.

Now reports indicate stores in the United Kingdom, Singapore, Canada, and many other states from Alabama to Hawaii have sold out of initial supplies.

It’s unclear just how much stock Apple had delivered to its various stores and resellers, but we noted earlier today that lines were much smaller than usual at many locations. The lines were most likely due to the fact today’s launch included just the Wi-Fi-only model, but it looks like Apple is still not able to meet demand in many locations. Some stores were rumored to get about 100 units, as noted in the tweet above, while we heard bigger stores received as many as 300.

It’s also not yet clear if supply of the new iPad mini will be held back by similar manufacturing troubles and supply constraints of which Apple is now experiencing with iPhone 5 and the new iMacs leading into the holidays.

Judging by the collection of tweets that we put together below, Apple is quickly selling out of initial iPad mini stock in many locations around the globe. Most stores are not expecting additional shipments today:

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demand Stories March 13, 2012

We know that demand for the new iPad met expectations with Apple telling USAToday demand is “off the charts.” Apple also confirmed that the initial pre-order supplies were purchased with shipping times for the device slipping to “2-3 weeks.” Now, a new ChangeWave Research study of “1,604 business IT buyers” gives some insight into just how in-demand the new device will be in the enterprise.

From the study, we learn that approximately 22 percent of companies plan to buy tablets for their employees during Q2 2012. ChangeWave noted, among those companies, demand for iPad increased to the “highest level of corporate iPad demand ever” with 84 percent planning to make the new iPad their tablet of choice. The increase represents a 7-point jump from ChangeWave’s last study due to the new iPad launch. The study also aimed to find which carrier the companies plan to use for data services with their tablets. Not surprisingly, AT&T and Verizon were neck and neck:

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