iPad Supply Constraints Begin to Ease, iPhone 4 Expected to Follow
Fortune noted yesterday that supply constraints for the iPad appear to be easing slightly, with shipping estimates for orders placed through Apple's U.S. online store now coming in at 3-5 business days, down from 7-10 business days. The change was noted in a research brief from analyst Jeff Fidacaro of Susquehanna Financial.
"iPad demand remains strong with production ramping above expectations," writes Fidacaro. He has revised his iPad build forecast for Apple's (AAPL) fourth fiscal quarter to 7 million units, up from 6 million units. And his 4Q iPad shipment estimate now stands at 4.75 million units, a 45% increase from Q3.
The Fortune report also shares results of a weekly survey of in-store iPad and iPod availability at Best Buy locations conducted by Barcalys' Ben Reitzes showing significant improvement this week for all iPad models.
Meanwhile, GigaOM reports on a research note from Rodman Renshaw analyst Ashok Kumar claiming that production of both the iPad and iPhone 4 is beginning to approach demand, with iPhone shortages expected to ease by the end of next month.
The wait for a new Apple iPhone 4 order should be shorter by the end of September, which would help Apple sell 14 million new handsets in the third quarter and another 15 million in the final three months of 2010 according to an industry analyst. With the expectation that LG is ramping up production of 9.7-inch display panels, iPad orders should flow faster as well, with Apple having the capability to sell 5 to 6 million tablets this quarter.
Shipping estimates for iPhone 4 orders placed through Apple's U.S. online store remain at three weeks, however, suggesting that a considerable backlog still remains.
Popular Stories
Apple has announced it will be holding a special event on Tuesday, May 7 at 7 a.m. Pacific Time (10 a.m. Eastern Time), with a live stream to be available on Apple.com and on YouTube as usual. The event invitation has a tagline of "Let Loose" and shows an artistic render of an Apple Pencil, suggesting that iPads will be a focus of the event. Subscribe to the MacRumors YouTube channel for more ...
Apple has dropped the number of Vision Pro units that it plans to ship in 2024, going from an expected 700 to 800k units to just 400k to 450k units, according to Apple analyst Ming-Chi Kuo. Orders have been scaled back before the Vision Pro has launched in markets outside of the United States, which Kuo says is a sign that demand in the U.S. has "fallen sharply beyond expectations." As a...
Apple today released several open source large language models (LLMs) that are designed to run on-device rather than through cloud servers. Called OpenELM (Open-source Efficient Language Models), the LLMs are available on the Hugging Face Hub, a community for sharing AI code. As outlined in a white paper [PDF], there are eight total OpenELM models, four of which were pre-trained using the...
Apple is finally planning a Calculator app for the iPad, over 14 years after launching the device, according to a source familiar with the matter. iPadOS 18 will include a built-in Calculator app for all iPad models that are compatible with the software update, which is expected to be unveiled during the opening keynote of Apple's annual developers conference WWDC on June 10. AppleInsider...
The upcoming iOS 17.5 update for the iPhone includes only a few new user-facing features, but hidden code changes reveal some additional possibilities. Below, we have recapped everything new in the iOS 17.5 and iPadOS 17.5 beta so far. Web Distribution Starting with the second beta of iOS 17.5, eligible developers are able to distribute their iOS apps to iPhone users located in the EU...
