Quanta Stories January 26

AAPL: 99.99

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A sketchy supply-chain report from Digitimes claims that the second-generation Apple Watch will enter mass production in the second quarter of this year. The report also repeats earlier claims that Apple Watch shipments have fallen below Apple’s own forecasts, stating that the company has decided against adding Foxconn as a second manufacturer for this reason.

Apple originally considered shifting some second-generation Apple Watch orders to Foxconn Electronics (Hon Hai Precision Industry), but decided to keep all the orders with Quanta as volumes will not be high, the sources noted.

Supply-chain rumors always need to be treated with a great deal of caution, and both Quanta and Foxconn unsurprisingly declined to comment. However, the 2nd-gen timing does tie-in with what our own sources tell us (coincidentally!). We expect Apple to update the Apple Watch in March with new band options rather than new hardware, with a full hardware refresh announced in September.

Apple has so far declined to provide sales figures for the Watch. Deep discounts have fueled speculation about lower-than-expected sales, but there has been no consensus on likely numbersAsymco’s Horace Dediu recently predicted that Apple will hit 21M sales in the first 12 months, amounting to around $8B in revenue.

There is a small possibility that strong holiday quarter sales may prompt Apple to share numbers for the first time later today, but we’re not holding our breath.

Quanta Stories November 13, 2015

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Apple is reportedly planning to ship the first successor to the Apple Watch sometime next year around the second or third quarter, according to Chinese media source UDN. The report cites comments made during a meeting with Barry Lam, chairman and founder of Quanta Computer, an Apple Watch manufacturer. While it’s no surprise that Apple would be planning to introduce the Apple Watch 2 in 2016, a third quarter release would mean a launch two years after the first model was introduced and roughly a year and a half since it went on sale. expand full story

Quanta Stories May 15, 2015

If you’ve been waiting impatiently for your Apple Watch to arrive, there may be some good news today. Quanta vice chairman CC Leung reportedly said that while the company had struggled to meet orders to date, the company’s capacity problems have been solved and production is now fully up to speed.

Because of labor shortages during the Lunar New Year holidays, Quanta was forced to borrow manpower from other manufacturers and was only able to deliver limited shipments in the first quarter. However, Quanta already has sufficient capacity to manufacture all the orders and should see a giant contribution from its wearable device business in the second quarter.

While not identifying the Apple Watch by name, there seems little doubt that this is the ‘wearable’ in question …  expand full story


Quanta Stories December 11, 2014

A report by Taiwan’s United Daily News claims that Apple supplier Quanta will begin mass-production of the Apple Watch in January, echoing an earlier supply-chain rumor from September. It claims that the initial production run will be between three and five million units.

The report says that there have been ‘breakthroughs’ in yield issues, and that the company increased its production staffing from 3000 to 10,000 workers in the second half of the year, with further recruitment ongoing …  expand full story

Quanta Stories September 30, 2014

Apple has already previewed the Apple Watch at this month’s iPhone event and the unreleased wearable is currently on display in Paris’s Collette, but Apple hasn’t shared specific availability details for the Apple Watch beyond saying ‘early 2015’. A rumor from the Asian supply chain shared by Apple Daily (via GforGames) claims Quanta Computer out of Taiwan will kick off mass production for the Watch for Apple in January 2015… expand full story

Quanta Stories August 5, 2013


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