Analysts See iPhone 4S Supply Constraints Throughout Holiday Quarter
Fortune summarizes a pair of analyst reports out today suggesting that Apple may be experiencing some supply constraints on the iPhone 4S during this holiday quarter. The company has obviously been working hard to demand for the device as shipping estimates through iPhone carrier partners and even Apple itself have at times been lengthy, but beyond high demand the new reports suggest that Apple may be having some trouble meeting its own production goals for the device.

The first report, from Rodman and Renshaw analyst Ashok Kumar, cites shortages of an unidentified "key component" for the iPhone 4S that is holding back production.
In a note entitled "Limited near-term upside for iPhone," Rodman & Renshaw's Ashok Kumar alerted clients that low yields on an unidentified "key component" is likely to constrain production of the iPhone 4S this quarter.
Including an estimated four million iPhone 4S units that were manufactured but not shipped in the prior quarter, Kumar says that Apple could sell 30 million iPhones this quarter, still a healthy number but leaving Apple without the ability to completely satisfy consumer demand.
The second note comes from Susquehanna Financial's Jeff Fidacaro and similarly cites "supply constraints" as the reason behind his reduction in quarterly iPhone sales of about three million units, moving from 26-28 million units to 23-25 million units. He notes that demand appears to remain strong but that Apple is having a hard time producing enough iPhones to meet that demand.
Popular Stories
Following six weeks of beta testing, iOS 16.4 was released to the public this week. The software update includes a handful of new features and changes for the iPhone 8 and newer. To install an iOS update, open the Settings app on the iPhone, tap General → Software Update, and follow the on-screen instructions.
Below, we have recapped eight new features and changes added with iOS 16.4,...
General Motors (GM) will phase out Apple CarPlay and Android Auto in its vehicles starting this year, shifting to a built-in infotainment system co-developed with Google (via Reuters).
GM owns Buick, Cadillac, Chevrolet, and GMC in the United States. It will stop offering Apple CarPlay and Android Auto starting with the 2024 Chevrolet Blazer, which goes on sale this summer. The company plans ...
With the Apple Music Classical app and an Apple Pay Later early access program now available, the list of previously-announced iOS features that have yet to launch is beginning to shrink. However, there are still a few features we are waiting for. Below, we have recapped three more iOS features that are expected to launch in 2023, including an Apple Card savings account for Daily Cash,...
Apple this week announced the official dates for the 34th annual Worldwide Developers Conference, with the annual WWDC keynote event set to take place on Monday, June 5. The keynote is where Apple unveils new versions of iOS, macOS, watchOS, and tvOS, and sometimes, we get hardware announcements.
Rumors this year suggest there are at least three new devices that are set to be unveiled in the ...
iPhone 15 Pro and iPhone 15 Pro Max users will be able to customize the sensitivity of the solid-state buttons on their device, thanks to a new sensitivity toggle in Settings. That's according to details provided by a hitherto reliable source that shared additional details on the MacRumors forums. Earlier this week, the same anonymous tipster revealed that the iPhone 15 Pro models will use...
Apple has again pushed back mass production of its mixed-reality headset and the device may not appear at this year's Worldwide Developers Conference (WWDC), Apple analyst Ming-Chi Kuo today said.
Apple headset concept by David Lewis and Marcus Kane In a tweet, Kuo explained that Apple "isn't very optimistic" about whether the headset will be able to create an "iPhone moment." As a result,...
The periscope camera lens that will be exclusive to the iPhone 15 Pro Max will be solely supplied by Largan, according to the 相機鏡頭中獲利-apple-camera-lens-suppliers-face-two-risks-high-53db8da990b2">latest no by Apple industry analyst Ming-Chi Kuo.
Rumors about the iPhone getting a periscope lens have been circulating since early 2020, when Kuo first mentioned the possibility. The analyst...
Top Rated Comments
I sat in on an analysts meeting once. Here's how it's done. Quite simple really.
My analysis indicates that these supply constraints are indicative of a Q1 launch of the next-gen iPhone. I predict that this model may be called iPhone5, with the "5" referring to the predicted (by me) 5-inch screen size. Please visit my website (and don't forget to click on the ads) for in-depth elaboration and pontification on my cursory analysis.
As if these analysts are fortune tellers. There is no such thing as an analyst that "sees" anything. They are literally a group of people that sit around and get paid to make guesses. The pride of America.
Makes me wonder if the "constraint on a certain component" isn't manufactured by Samsung.
Er wait, analyst or analist...