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Apple struggles to meet iPhone 4 demand as iPad availability improves

post #1 of 65
Thread Starter 
Constraints in overseas supplies have prompted one prominent Wall Street analyst to lower iPhone 4 sales estimates for the current quarter, while Apple's monthly iPad orders surpassed 2 million units in July.

Kaufman Bros. lowers iPhone 4 sales projections

Analyst Shaw Wu said to investors Tuesday that he was shifting iPhone assumptions to later quarters due to the "high likelihood" that screen supply constraints and inventory drawdown will impact shipments over the next two quarters. He noted that Wall Street consensus calls for 8.5 million iPhone sales in the quarter that ended with June, but he believes the number will be closer to 7.5 million -- down from his previous prediction of 9 million.

If that proves true, it would represent a significant decrease from last quarter's iPhone sales, when Apple shipped a record 8.75 million handsets.

But in the September quarter, Wu has slightly increased his forecast of iPhone sales to 10.5 million, up from 10.4 million. He said checks with overseas suppliers have indicated that availability will improve in the August timeframe, offset by about a million of remaining channel inventory that is expected to be drawn down.

Wu still expects Apple to ship 40 million iPhones in calendar 2010.

"The reason why we believe the inventory drawdown this time will be more impactful than previous drawdowns, is because this product transition involves two entirely new products: the iPhone 4 and iPhone 3GS," he wrote. "The new iPhone 3GS with 8 GB of storage is an entirely new model compared to the previous-generation 3GS with 16 GB and 32 GB of storage. With the new storage capacity, this is not as simple as taking the previous product and marking the price down."

iPad demand remains strong

Wu also raised his forecast for iPad sales to 3.5 million in the June quarter, up from 3.3 million. He also expects sales of 10 million units in calendar 2010, up from 9.7 million. He said checks indicated stronger-than-expected demand for Apple's tablet, which will be offset by still constrained, but improving availability.

Signs of greater demand and improved availability were also reported Tuesday by Taiwanese industry publication DigiTimes. It said that Apple's monthly iPad orders to manufacturers in Taiwan surpassed 2 million units in the month of July, and the company is expected to maintain that level in the foreseeable future.

The report said Apple likely ordered around 2.3 million iPads, with between 58 percent and 60 percent of those for the 3G-capable model, and the remaining orders for the Wi-Fi-only hardware. The repot noted that the orders come despite the fact that the Wi-Fi models had greater sales in the first half of 2010.

In late June, Apple announced that it had sold 3 million iPads in the products first 80 days of availability. That came just three weeks after the company revealed that it had sold 2 million iPads in the product's first two months.
post #2 of 65
There are still queues outside the O2 store on Oxford Street every morning, hoping for a new shipment of iPhone 4s.

And the iPad is just a juggernaut!
post #3 of 65
Just ordered an iPad here in the UK. Apple quoting 2 weeks until delivery.
post #4 of 65
Imagine the queues if the antenna was reliable!? Wow.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #5 of 65
Apparently, whiners --- being as out to lunch as they may seem --- managed to noticeably shatter AAPL...

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

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We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

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post #6 of 65
Quote:
Originally Posted by Ireland View Post

Imagine the queues if the antenna was reliable!? Wow.

Imagine the antenna if the queues were reliable.


btw, here in Japan there is only a week wait for the reserve system. Friend reserved last week and picked it up yesterday.

BUT still no white which is what I'm holding out for. I've already waited 3 years for this iPhone 4 so I can wait another month or so for the white. Hardly anyone will have the white. Should look pretty cool.
post #7 of 65
got my ip4 last week. 16 gigs!!!! Gave my girlfriend my 3GS 16 gig.
post #8 of 65
Quote:
Originally Posted by success View Post

Imagine the antenna if the queues were reliable.

Imagine the reliable if the antenna were queues.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #9 of 65
I think they sell all they can produce. Demand is huge. Supply. Not so much.
They could probably double their production and still sell them all.

Yes. I live in a country that has not yet seen the iPad or the iPhone 4...
They don't produce enough of them.
People here are still buying 3GSs because they can't wait.

Maybe that's the plan. All leftovers from the US gets rerouted to other countries waiting months for the next model. But that doesn't explain the iPad. No older model.
They have had plenty of time to ramp up production now I think.

Steve says they are doing all they can but it seems like this is a never ending story.
post #10 of 65
3 millions iPad in 80 days? Unbelievable! And to think I'd guessed the iPad will sell only 4-5 millions this year. How wrong am I.

Still don't have iPad to buy myself.
post #11 of 65
.

What in the article supports the claim that "iPad availability improves"?

I checked the online store and all models are "7-10 business days". It's been that way for as least a week.

.
"Swift generally gets you to the right way much quicker." - auxio -
"He who laughs, lasts!" - Mary Pettibone Poole -
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"Swift generally gets you to the right way much quicker." - auxio -
"He who laughs, lasts!" - Mary Pettibone Poole -
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post #12 of 65
Quote:
Originally Posted by ivan.rnn01 View Post

Apparently, whiners --- being as out to lunch as they may seem --- managed to noticeably shatter AAPL...

I don't know about that... the whole market has been down.

Maybe the negative publicity did sour investors, making APPL follow the market instead of contradicting it.

AAPL is up $4.71 in pre-open trading.

.
"Swift generally gets you to the right way much quicker." - auxio -
"He who laughs, lasts!" - Mary Pettibone Poole -
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"Swift generally gets you to the right way much quicker." - auxio -
"He who laughs, lasts!" - Mary Pettibone Poole -
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post #13 of 65
Quote:
Originally Posted by ivan.rnn01 View Post

Apparently, whiners --- being as out to lunch as they may seem --- managed to noticeably shatter AAPL...

I'm sorry, but many of us don't give a sh*t about AAPL stock. But we do care about the products that Apple produces.

The problem with many people on this board is that they are so worried about negative stories affecting AAPL stock that they try to gloss over any flaws that Apple products may have and label those with genuine problems as "whiners".
post #14 of 65
Quote:
Originally Posted by Dick Applebaum View Post

AAPL is up $4.71 in pre-open trading..

Ummm. Bloomberg on my iPhone displays it as ``down' ', not up.

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply
post #15 of 65
We ordered two phones the second day of pre-ordering. Had a ship date of 7/14.

They have shipped them early and will be here on the 8th.

Doesn't look like a struggle to meet demand from this household's perspective - your mileage may vary.
post #16 of 65
Quote:
Originally Posted by Mazda 3s View Post

I'm sorry, but many of us don't give a sh*t about AAPL stock. But we do care about the products that Apple produces.
The problem with many people on this board is that they are so worried about negative stories affecting AAPL stock that they try to gloss over any flaws that Apple products may have and label those with genuine problems as "whiners".

Gimme break, eh? Problem'my ass.
Your ``problem' ' still has nothing to do with normal phone function. Just try to hit that seam with your pinky, while placing regular call and not doctoring youtube video in dark room, while reception is already crappy.

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply
post #17 of 65
Quote:
Originally Posted by Ireland View Post

Imagine the reliable if the antenna were queues.

You're being such a troll, lately... but at least this reply was funny.

I wouldn't want a queue on my iPhone even if it gave me 7 bars of reception.

Or maybe I would, if Apple designed this queue using some of its magic. And offered it in 7 different brilliant colors.
post #18 of 65
Quote:
Originally Posted by Ireland View Post

Imagine the queues if the antenna was reliable!? Wow.

You are looking quite bitter and obsessed now. You have become the troll you formerly railed against. Sad.
post #19 of 65
Quote:
Originally Posted by Dick Applebaum View Post

.

What in the article supports the claim that "iPad availability improves"?

I checked the online store and all models are "7-10 business days". It's been that way for as least a week.

.

Ordering from online seems to take longer than the stores at the moment. I was able to walk into the apple store on the fourth and walk out with my ipad no problems. While I was there, there was also a person or two buying an iPhone 4 without problems it seemed. I was pretty surprised.
post #20 of 65
I dunno about anyone else but I don't see any improvement everyone is still out of stock and only gets sporadic shipments, if you order online you have to wait at least two weeks.

Until I can just walk into a store and just pick one up the item remains constrained, at least to me!
iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
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iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
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post #21 of 65
Quote:
Originally Posted by AppleSwitcher View Post

You're being such a troll, lately... but at least this reply was funny.

To quote Steve Jobs: "Thanks, I think."
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #22 of 65
Quote:
Originally Posted by lkrupp View Post

You are looking quite bitter and obsessed now. You have become the troll you formerly railed against. Sad.

Ah well, it was an honest statement by me. If they didn't have to deal with the antenna debacle the queues would by definition be bigger, because I for one would be in them.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #23 of 65
Quote:
Originally Posted by Ireland View Post

Imagine the queues if the antenna was reliable!? Wow.

Quote:
Originally Posted by success View Post

Imagine the antenna if the queues were reliable.

Quote:
Originally Posted by Ireland View Post

Imagine the reliable if the antenna were queues.

Nice. Ireland, good to see your sense of humour slowly creeping back.
post #24 of 65
Quote:
Originally Posted by matrix07 View Post

Still don't have iPad to buy myself.

Is the iPad now a currency?
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #25 of 65
Quote:
Originally Posted by matrix07

Still don't have iPad to buy myself.

Quote:
Originally Posted by Ireland View Post

Is the iPad now a currency?

In Apple Stores, iPad buy you.
post #26 of 65
Quote:
Originally Posted by nvidia2008 View Post

Nice. Ireland, good to see your sense of humour slowly creeping back.

I started the chain of lunacy to give him a chance to exhibit his humor.

You're welcome.
post #27 of 65
Quote:
Originally Posted by success View Post

Imagine the antenna if the queues were reliable.


btw, here in Japan there is only a week wait for the reserve system. Friend reserved last week and picked it up yesterday.

BUT still no white which is what I'm holding out for. I've already waited 3 years for this iPhone 4 so I can wait another month or so for the white. Hardly anyone will have the white. Should look pretty cool.

Here in Japan, I did preorder my iPhone on the 18 (so more than 2 weeks ago) and I still don't now when I'll get my iPhone.

A friend preorder it on the 17 and didn't got it either (he should get it in less than a week, but nothing sure).

So I'm curious to know where your friend got his'
post #28 of 65
Quote:
Originally Posted by kiwee View Post

I think they sell all they can produce. Demand is huge. Supply. Not so much.
They could probably double their production and still sell them all.

Yes. I live in a country that has not yet seen the iPad or the iPhone 4...
They don't produce enough of them.
People here are still buying 3GSs because they can't wait.

Maybe that's the plan. All leftovers from the US gets rerouted to other countries waiting months for the next model. But that doesn't explain the iPad. No older model.
They have had plenty of time to ramp up production now I think.

Steve says they are doing all they can but it seems like this is a never ending story.

Mate it is so bloody frustrating I got a nice grey-market unit, iPad 32GB WiFi+3G from my local tech forum traders. It's a US unit. Cut my own MicroSIM. This thing is sweet. There was some raging going on about 256MB, and while there are some things on the iPad that could be "snappier", I think iOS 4.0 will take care of some of that, as well as developers being more familiar with the iPad. When I use the iPad, it is kinda back to Mac days, if it does most of what I can do with it, I'm not worrying about the specs, I tell you that. Though, the iPad 2, will be sweeter.

As for supply and demand, being in Malaysia we're around the middle of the heap of small-ish developing countries so who knows when anything gets here, besides Macs which are in reasonable official supply.

I honestly think Apple need not be making things too fast. Sounds selfish because I already have my iPad, but by the same token remember it will be months before any sign of official launch of iPhone 4 in my country.

The build quality and thoughtfulness of the iPad is quite reasonable. Reliability so far of the millions of units being produced seems reasonable. The iPhone 4 has been churned out at some serious pace. This led to many compromises, some public, maybe some not so public. Remember as well Apple has to deal with support, supply, service and all sorts of related stuff.

At the end of the day, I think it is nice that Apple is building the iPad platform that will be the post-Mac platform in the mobile space, as Mac becomes more and more consumer-oriented (with a slight nod towards pro use... slight... heck of a lot of music, video, photo pros do use PCs or other things like Avid... this is an entirely different debate, of course).

So the iPad is selling about more or less equal to the number of Macs being sold. As it is launched in more countries, it will start to outpace the Mac. Of course Apple should ramp up iPad production, which it is doing, but not at the unnecessary cost of quality.
post #29 of 65
Quote:
Originally Posted by success View Post

I started the chain of lunacy to give him a chance to exhibit his humor.

You're welcome.

Good job. I sense a shift in the Force. Ireland is slowly coming back to our side (whichever that is).

I'm still somewhat aggravated about the The Great Antenna Debacle but my iPad seduces me into not thinking about it too much.

What's that dear? No, not now, I'm on my Macboo... No, don't misunderstand, it's just... OK darling, I'll be back to web surfing on you very soon... I promise.
post #30 of 65
Quote:
Originally Posted by matrix07 View Post

3 millions iPad in 80 days? Unbelievable! And to think I'd guessed the iPad will sell only 4-5 millions this year. How wrong am I.

Still don't have iPad to buy myself.

I'm sure Apple is internally gearing up for about 15 million by the end of 2010, should there be no major production issues. The holiday quarter (Q1 FY2011, Oct-Dec 2010) will be blowout for iPad and iPhone4, good Mac sales but eclipsed by iPad sales, I think. Again, assuming no major production/ quality issues.
post #31 of 65
Quote:
Originally Posted by Ireland View Post

Ah well, it was an honest statement by me. If they didn't have to deal with the antenna debacle the queues would by definition be bigger, because I for one would be in them.

According to Anandtech:

So, an entire day and more than a quarter tank of gas later, here are the results. Holding the iPhone 4 without a case, in your left hand, crossing the black strip can result in a worst case drop of 24 dB in signal.

Now, there are two vastly different possibilities for what happens to the bar visualization after you drop 24 dB. I happen to live less than one block from an AT&T UMTS tower (it's across the street, literally), and have exceptionally strong signal in all of my house - it's part of why I chose to live here, actually. Signal is above -65 dBm in every single room, in most cases it's at -51 dBm. When I incur that worst case drop of 24 dB from squeezing the phone, I fall down to -83 dBm, which is still visualized as 5 bars.

However, in locales that have less signal, but where iOS still displays 5 bars, the drop of 24 dB is visualized much differently. For example, at another test location, signal without holding the phone is -89 dBm, which is still displayed as 5 bars. Cup the phone, and you'll fall all the way to -113 dBm. All the bars dramatically disappear one after the other, people think they've dramatically lost all the signal, and you know the rest.

If you're at 4 bars already, (which puts you on the low end of possible signal strengths), cupping the phone even more delicately is enough to push you the remaining 10 or so dB to cutoff. It doesn't take much when you're at 4 bars, which is why the visualization is flawed. Complicating matters is that signal is completely fine until down around 2 bars at -107 dBm.

--------------------------------------------------------------
Basically, by now several million ppl are using the iPhone 4 without issue. I think your refusal and/or disinterest in buying one has more to do with the fact that that you've dug in your heels than the "antenna" and would lose too many ego points if you bought one. When you grow up, your ego gets in the way less and it's easier to admit you were wrong.

The rest of the Anandtech reports goes on to say that basically, iPhone 4 reception is improved over the 3GS.
post #32 of 65
Quote:
Originally Posted by saarek View Post

I dunno about anyone else but I don't see any improvement everyone is still out of stock and only gets sporadic shipments, if you order online you have to wait at least two weeks.

Until I can just walk into a store and just pick one up the item remains constrained, at least to me!

As a point of interest: I was in a Best Buy (US Hwy 75 in Plano, TX) on Sunday and the store had a white board just inside the door proclaiming the in-stock availability of iPad WiFi and iPad WiFi + 3G (Sorry, I don't remember the memory capacities). Already have mine, but if you're in Plano, check it out.
post #33 of 65
Quote:
Originally Posted by maccherry View Post

got my ip4 last week. 16 gigs!!!! Gave my girlfriend my 3GS 16 gig.

What a guy! And what a lucky girlfriend!

My GF wants a 4g and not my old 3Gs. No hand me downs....My 25 year old daughter is the same! I used to get away with hand me downs, iPods, routers, etc., but not anymore!
post #34 of 65
Quote:
Originally Posted by austingaijin View Post

Basically, by now several million ppl are using the iPhone 4 without issue. I think your refusal and/or disinterest in buying one has more to do with the fact that that you've dug in your heels than the "antenna" and would lose too many ego points if you bought one. When you grow up, your ego gets in the way less and it's easier to admit you were wrong.

I want there to be an issue so I can be proven right? What a load of crap. I don't want this issue just as much as the next guy, I wanted to buy the phone. But Apple have proven themselves incapable of owning up to it, fixing it and facing it head on. I'll be holding out for iPhone 5, where, as I have said: "the antenna on iPhone 4 was perfect, but for some reason the antenna in iPhone 5 is different". It's not about being right. It's about Apple fucking up and refusing to accept any blame.

When many Mac people are reporting the issue to be a problem then you can rest assured it is a problem. Arnold Kim; proprietor of Macrumors has the issue, it affects him in some places, not in all places. Leo Laporte has the issue. Erica Sadun; respected writer of TUAW has the issue. Insanely Great Mac has the issue even when using a Microcell. It seems to be location specific and affects those who don't like to use a case the most. If that's good enough for you then fine, but it ain't good enough for me. And no, they don't simply have dropped bars, they have dropped calls in places where the old iPhones didn't have them - when they hold the phone a certain way without a case, which as luck has it happens to be the natural way to hold the phone.

Dug in my heels and can't get out? Pure crap.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #35 of 65
I'm in the UK, and Vodafone (one of the five networks that have the iPhone 4 here) called me today asking if I wanted an iPhone 4. I couldn't take them up on it as I didn't have a PAC (to transfer my number to them). But they said they were getting about 30,000 a week and expected to be able to deliver ordered phones within a week.
post #36 of 65
than given on the original order from Apple. So, instead of waiting til the 20th for arrival, it should be here next Monday the 12th. So I think that Apple overstated the delivery dates to delight their consumers... That's fine. I'm delighted!
post #37 of 65
Quote:
Originally Posted by success View Post

I started the chain of lunacy to give him a chance to exhibit his humor.

You're welcome.

I can be humorous outside this forum, you know.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #38 of 65
Quote:
Originally Posted by Ireland View Post

I want there to be an issue so I can be proven right? What a load of crap. I don't want this issue just as much as the next guy, I wanted to buy the phone. But Apple have proven themselves incapable of owning up to it, fixing it and facing it head on. I'll be holding out for iPhone 5, where, as I have said: "the antenna on iPhone 4 was perfect, but for some reason the antenna in iPhone 5 is different". It's not about being right. It's about Apple fucking up and refusing to accept any blame.

So your basic strategy is that as long as you don't have an iPhone 4 you are going to make it miserable for everyone else.

Reminds me of the guy that was going to walk from Dublin to Cork because he was frustrated with Apple couldn't get his iMac to work. The last thing I heard, he is still complaining.
post #39 of 65
Quote:
Originally Posted by Onhka View Post

So your basic strategy is that as long as you don't have an iPhone 4 you are going to make it miserable for everyone else.

No. That's not it.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #40 of 65
Quote:
Originally Posted by ivan.rnn01 View Post

Gimme break, eh? Problem'my ass.
Your ``problem' ' still has nothing to do with normal phone function. Just try to hit that seam with your pinky, while placing regular call and not doctoring youtube video in dark room, while reception is already crappy.

And those of us in addition having problems with the proximity sensor?

http://www.macrumors.com/2010/07/05/...imity-sensors/

I guess we should just use the speakerphone, right?
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