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
The iPhone 14 Pro and Pro Max introduce some major improvements in camera technology, adding a 48-megapixel lens and low-light improvements across all lenses with the new Photonic Engine. We've spent the last week working on an in-depth comparison that pits the new iPhone 14 Pro Max against the prior-generation iPhone 13 Pro Max to see just how much better the iPhone 14 Pro Max can be.
Subscrib ...
Thursday September 29, 2022 12:38 pm PDT by
Juli CloverTony Blevins, Apple's vice president of procurement, is set to depart the company after he made a crude comment about his profession in a recent TikTok video, reports Bloomberg.
Blevins was in a video by TikTok creator Daniel Mac, who was doing a series on the jobs of people he spotted with expensive cars. After seeing Blevins in an expensive Mercedes-Benz SLR McLaren, Mac asked Blevins what ...
Wednesday September 28, 2022 4:27 pm PDT by
Juli CloverThe Dark Sky weather app that's owned by Apple is no longer available for download in the U.S. App Store, suggesting that it has been removed ahead of schedule.
Apple acquired Dark Sky back in March 2020 and has since incorporated elements of the app into the Weather app available on the iPhone (and soon, the iPad).
Dark Sky remained available for purchase as a standalone weather app...
The third beta of iOS 16.1 that was released earlier this week expands the Adaptive Transparency feature introduced with the second-generation AirPods Pro to the original AirPods Pro.
As noted on Reddit, first-generation AirPods Pro owners who also have the AirPods beta software will now see an "Adaptive Transparency" toggle in the AirPods section of the Settings app. The 5A304A beta...
Thursday September 29, 2022 7:26 am PDT by
Sami FathiSpeaking at Università Degli Studi di Napoli Federico II in Naples, Italy, Apple CEO Tim Cook said that not too long from today, people will wonder how they led a life without augmented reality, stressing the "profound" impact it will have on the not so distant future. At the university, Cook was awarded an Honorary Degree in Innovation and International Management and also sat down for a...
Wednesday September 28, 2022 10:22 am PDT by
Juli CloverApple has seen high demand for the 6.7-inch iPhone 14 Pro Max, which could lead the company to further differentiate the next-generation iPhone 15 Pro and Pro Max, according to Apple analyst Ming-Chi Kuo. Apple could add exclusive features to the iPhone 15 Pro Max in an effort to encourage more people to purchase the larger and more expensive device.
Kuo last week said that Apple asked...
Thursday September 29, 2022 9:08 am PDT by
Sami FathiOne of the biggest new features in iOS 16 is a completely redesigned iPhone Lock Screen. The new Lock Screen is entirely customizable, letting you change the colors and fonts, add widgets and new wallpapers, and more to make your iPhone uniquely yours. Of course, even before iOS 16, you could customize your Lock Screen with a wallpaper of your choice. iOS 16 takes the Lock Screen wallpaper...
An Apple Watch Ultra user has modified their new device's casing to add a brushed finish and remove the orange color of the Action Button in an effort to make it more visually appealing.
The Apple Watch Ultra offers the first complete redesign of the Apple Watch since the product line's announcement in 2014, and while the design has been met with praise from many users, some have criticized...
Wednesday September 28, 2022 12:01 am PDT by
Juli CloverLogitech today announced the launch of several new mice and keyboards that have been developed for use with Apple's Macs, including Logitech's first mechanical keyboard that has been optimized for the Mac.
The MX Mechanical Mini for Mac Keyboard has a keyboard layout designed for Macs, with tools to customize shortcuts with Logi Options+. The keyboard uses Tactile Quiet low-profile switches...
The iPhone 14 and iPhone 14 Pro models bring over a longstanding Mac feature, but the setting to enable it is off by default.
The feature, which is actually a new accessibility option, allows the iPhone to play a startup chime like the Mac. When enabled, the sound comes alongside a new shutdown chime.
The Mac has featured a startup chime since 1987's Macintosh II, and the iconic "bong"...
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...