iPad Supply Constraints Begin to Ease, iPhone 4 Expected to Follow

102748 ipad iphone 4

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

Mac Notebook Upgrade Program

Apple Introduces New MacBook Upgrade Program for Business Partners

Monday November 29, 2021 7:38 am PST by
In association with CIT as the financing partner, Apple has launched a new Mac Upgrade Program for small businesses and Apple business partners that allow companies to easily distribute and upgrade their fleets of MacBooks at an affordable price to all of their workers. As outlined on CIT's website, shared by Max Weinbach, Apple Business Partners can distribute the 13-inch MacBook Pro,...
General cyber monday 20 sale feature

Best Cyber Monday Deals for AirPods, Apple Pencil, iMac, More

Monday November 29, 2021 4:19 am PST by
With Black Friday over, Cyber Monday 2021 is now in full swing and you can find many of the same sales as last week on Apple products like AirPods, Apple Pencil, and iPad Pro. In this article we're focusing on the best Cyber Monday discounts on Apple products like these and more. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we...
2017 apple tv

Cyber Monday: Original Apple TV 4K Drops to $99.99 for Amazon Prime Members

Monday November 29, 2021 12:01 pm PST by
We've been tracking Apple product and accessory deals for Cyber Monday 2021 today, and now Woot is offering a solid discount on the previous generation 32GB Apple TV 4K. You can get this device in new condition for just $99.99 if you're an Amazon Prime member. Note that this sale will last for one day only. Note: MacRumors is an affiliate partner with some of these vendors. When you click a...
iphone holiday

Best Black Friday iPhone Deals Still Available

Friday November 26, 2021 4:58 am PST by
Cellular carriers have always offered big savings on the newest iPhone models during the holidays, and Black Friday 2021 sales have now carried over into Cyber Monday as well. Right now we're tracking notable offers on the iPhone 13 and iPhone 13 Pro devices from AT&T, Verizon, and T-Mobile. For even more savings, keep an eye on older models like iPhone SE. Note: MacRumors is an affiliate...
General cyber monday 20 sale feature 2

Best Cyber Monday Apple Accessory Deals Available Today

Monday November 29, 2021 6:41 am PST by
We started sharing deals on Apple products for Cyber Monday 2021 earlier today, and now we're tracking deals and bargains available from all of the best Apple accessory companies. Similar to Black Friday, you can expect Cyber Monday savings from Twelve South, Nomad, Belkin, Casetify, and many more. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and...
iPhone SE Cosmopolitan Clean

New iPhone SE Reportedly on Track for Release in First Quarter of 2022

Tuesday November 30, 2021 8:08 am PST by
Apple plans to release a third-generation iPhone SE in the first quarter of 2022, according to Taiwanese research firm TrendForce. If this timeframe proves to be accurate, we can expect the device to be released by the end of March. As previously rumored, TrendForce said the new iPhone SE will remain a mid-range smartphone with added support for 5G:In terms of product development, Apple is...