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Apple Watch Series 4 Expected to Gain Second Manufacturer Following 'Much Better Than Expected' Demand
Taiwanese manufacturer Compal Electronics will begin mass production of Apple Watch Series 4 models in November, according to industry sources cited by supply chain-focused publication DigiTimes.
Compal will share orders with fellow Taiwanese manufacturer Quanta Computer, which has reportedly reached its maximum capacity for Apple Watch Series 4 production following "much better than expected demand" for the latest models, according to Apple analyst extraordinaire Ming-Chi Kuo.
Kuo also said Compal will be added as a second supplier of Apple Watch Series 4 models, which entails final assembly of the wearable.
Kuo believes Apple Watch shipments from suppliers to Apple will fall between 18 million and 19.5 million units in 2018. Apple does not disclose Apple Watch sales, grouping the device under its broad "Other Products" category in its earnings reports, alongside the Apple TV, AirPods, HomePod, and so forth.
Apple Watch is the world's most popular smartwatch by many metrics, including market share and revenue. In fact, Apple says the Apple Watch is the world's most popular watch of any kind, having surpassed Rolex.
Many models of the Apple Watch Series 4 ordered on Apple.com today are estimated to be delivered in late October in the United States, lending credence to strong demand, limited supply, or some combination of the two. With a second supplier coming on board in November, availability should improve.
Compal will share orders with fellow Taiwanese manufacturer Quanta Computer, which has reportedly reached its maximum capacity for Apple Watch Series 4 production following "much better than expected demand" for the latest models, according to Apple analyst extraordinaire Ming-Chi Kuo.
Kuo also said Compal will be added as a second supplier of Apple Watch Series 4 models, which entails final assembly of the wearable.
Kuo believes Apple Watch shipments from suppliers to Apple will fall between 18 million and 19.5 million units in 2018. Apple does not disclose Apple Watch sales, grouping the device under its broad "Other Products" category in its earnings reports, alongside the Apple TV, AirPods, HomePod, and so forth.
Apple Watch is the world's most popular smartwatch by many metrics, including market share and revenue. In fact, Apple says the Apple Watch is the world's most popular watch of any kind, having surpassed Rolex.
Many models of the Apple Watch Series 4 ordered on Apple.com today are estimated to be delivered in late October in the United States, lending credence to strong demand, limited supply, or some combination of the two. With a second supplier coming on board in November, availability should improve.
Related Roundups: Apple Watch, watchOS 6
Tag: digitimes.com
Buyer's Guide: Apple Watch (Buy Now)
[ 192 comments ]
Top Rated Comments
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16 months ago
What first seemed like an unnecessary impulse purchase has now led me to liking it better than iPhone.
16 months ago
Upgraded from Series 0 and man am I impressed! Went from "Hmm been 20 seconds and app hasn't opened..guess i'll just check on my phone" to "Uh... I just clicked the app and its ALREADY LAUNCHED?!!:eek:"
Loving my S4
Loving my S4
16 months ago
I remember when Mark Wilson at Fast Company wrote this:
You Guys Realize The Apple Watch Is Going To Flop, Right? ('https://www.fastcompany.com/3042987/you-guys-realize-the-apple-watch-is-going-to-flop-right')
Few ('http://money.cnn.com/2015/02/04/technology/apple-watch-flop/index.html') analysts or writers will outright say it, but I will: the Apple Watch is going to flop. And I bet a lot of other people are thinking ('http://www.wsj.com/articles/challenge-of-apple-watch-defining-its-purpose-1424133615') the same thing ('http://money.cnn.com/2015/02/04/technology/apple-watch-flop/index.html') for many good reasons.
And this:
Why The Apple Watch Is Flopping ('https://www.fastcompany.com/3048375/why-the-apple-watch-is-flopping')
Will the Apple Watch recover, and sell 100 million units in two years, like the iPad, or three years, like the iPhone? There’s still time—but not at these rates. (Which, to be fair, are projections based on email receipts hoovered up by Slice, not from Apple itself.) Even with generous rounding errors, the Watch has failed to become the status quo object in wearables. And for Apple, that’s a flop.
So how did this happen? The answer may sound like heresy to those who canonize—or even merely admire—Apple’s designers. What if the Apple Watch, for all its its milled and woven metals, all its appearances on the catwalk, isn’t actually all that well-designed? So far, the Apple Watch doesn’t seem very useful, and it hasn’t proven that fashionable.
And this:
The Apple Watch Is Doing Splendidly If You Completely Lower Your Expectations For Apple ('https://www.fastcompany.com/3048725/the-apple-watch-is-doing-splendidly-if-you-completely-lower-your-expectations-for-apple')
Even the worst-selling Apple product still pushes millions of units into the online and retail channel, but that doesn’t inherently mean that the Apple Watch will become a cultural phenomenon–and it forgets about the core economic principle of opportunity cost (namely, what could Apple have released if they dumped resources from the Apple Watch into a better product?). The iPhone sold 100 million units in three years. The iPad hit the same benchmark in two. The watch has another two Christmas retail seasons to reach that mark. Getting halfway would be more than respectable, but it wouldn’t equate to another Apple zeitgeist-defining moment.
Of course he’s still not done slamming Apple Watch:
The new Apple Watch 4 face is a design crime ('https://www.fastcompany.com/90235701/the-new-apple-watch-4-face-is-a-design-crime')
You Guys Realize The Apple Watch Is Going To Flop, Right? ('https://www.fastcompany.com/3042987/you-guys-realize-the-apple-watch-is-going-to-flop-right')
Few ('http://money.cnn.com/2015/02/04/technology/apple-watch-flop/index.html') analysts or writers will outright say it, but I will: the Apple Watch is going to flop. And I bet a lot of other people are thinking ('http://www.wsj.com/articles/challenge-of-apple-watch-defining-its-purpose-1424133615') the same thing ('http://money.cnn.com/2015/02/04/technology/apple-watch-flop/index.html') for many good reasons.
And this:
Why The Apple Watch Is Flopping ('https://www.fastcompany.com/3048375/why-the-apple-watch-is-flopping')
Will the Apple Watch recover, and sell 100 million units in two years, like the iPad, or three years, like the iPhone? There’s still time—but not at these rates. (Which, to be fair, are projections based on email receipts hoovered up by Slice, not from Apple itself.) Even with generous rounding errors, the Watch has failed to become the status quo object in wearables. And for Apple, that’s a flop.
So how did this happen? The answer may sound like heresy to those who canonize—or even merely admire—Apple’s designers. What if the Apple Watch, for all its its milled and woven metals, all its appearances on the catwalk, isn’t actually all that well-designed? So far, the Apple Watch doesn’t seem very useful, and it hasn’t proven that fashionable.
And this:
The Apple Watch Is Doing Splendidly If You Completely Lower Your Expectations For Apple ('https://www.fastcompany.com/3048725/the-apple-watch-is-doing-splendidly-if-you-completely-lower-your-expectations-for-apple')
Even the worst-selling Apple product still pushes millions of units into the online and retail channel, but that doesn’t inherently mean that the Apple Watch will become a cultural phenomenon–and it forgets about the core economic principle of opportunity cost (namely, what could Apple have released if they dumped resources from the Apple Watch into a better product?). The iPhone sold 100 million units in three years. The iPad hit the same benchmark in two. The watch has another two Christmas retail seasons to reach that mark. Getting halfway would be more than respectable, but it wouldn’t equate to another Apple zeitgeist-defining moment.
Of course he’s still not done slamming Apple Watch:
The new Apple Watch 4 face is a design crime ('https://www.fastcompany.com/90235701/the-new-apple-watch-4-face-is-a-design-crime')
16 months ago
What first seemed like an unnecessary impulse purchase has now led me to liking it better than iPhone.
Waiting for the day the iPhone is replaced by Apple Watch and Apple Shades (AR glasses).
16 months ago
When I turned up at the apple store on Friday, I was more gutted that they didn't have a watch for me, than happy I was picking up an XS Max
16 months ago
everyone loves a winner... remember all those that predicted what a failure this would be? I bought the series 0, not because it was great, but because I knew it was the first wave of the future and I wanted to learn. I can see why the series 4 would have the broad appeal... the larger screen, the better heart/exercise monitoring, and much more responsive apps. I don't think we are more than a series or two from complete autonomy.
A tip to those wanting to buy one... they stock a wide variety with straps already in the box. So maybe they don't have THE watch and THE strap combo you want, look around... I don't use the supplied band anyway (love the Milanese loop off of amazon)... so yep the watch I wanted with... a pink sports band that I will never use anyway. in stock. the watch I wanted with a nicer band? not in stock. guess what I did? I can always give the pink sports band away lol. Tick tock.
A tip to those wanting to buy one... they stock a wide variety with straps already in the box. So maybe they don't have THE watch and THE strap combo you want, look around... I don't use the supplied band anyway (love the Milanese loop off of amazon)... so yep the watch I wanted with... a pink sports band that I will never use anyway. in stock. the watch I wanted with a nicer band? not in stock. guess what I did? I can always give the pink sports band away lol. Tick tock.
16 months ago
The supply constraints are kinda pissin me off i had to order the watch a week after launch and over that time the delivery date slipped from oct 15 to oct 19 thats quite the late delivery date in fact they havent even charged my card even tho i ordered it on sept 21. i think im going to die of hype
You’ll live
16 months ago
This is great to see.
Boy would they sell a ton more if they pulled an iPod and offered it on Android (which really doesn't have a good watch CPU), course that would require Apple Pay, iMessage etc. to be ported as well (a big job....but lay the foundation to lift a huge group of people over to Apple eventually).
That sounds like the most un-Apple thing that they could possibly do.
16 months ago
I just wish Apple would stop with the stupid red dots and rings on the crown.
The ring is far more discrete than the red dot.[ Read All Comments ]
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