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Apple keeping iPhone 5 cards 'extra close to the vest' in supply chain

post #1 of 73
Thread Starter 
As rumors of a later-than-usual iPhone launch for 2011 persist, a new report reveals that the notoriously secretive Apple is being even more careful than usual when dealing with overseas suppliers.

"Apple is keeping its iPhone 5 cards extra close to the vest on this launch to avoid a falloff in iPhone 4 demand ahead of a refresh, especially given the February launch of the CDMA iPhone 4 with Verizon," Analyst Brian White with Ticonderoga Securities said in a note to investors on Friday. He believes that the iPhone 5 could still launch in June or July, as previous models have.

White noted that various rumors have pointed toward a launch later than June this year for the fifth-generation iPhone. One report from March alleged that Apple has not even begun ordering components for the anticipated "iPhone 5," and the device is slated to arrive in the company's 2012 fiscal year, which begins in late September.

And a third report alleged that Apple is working on a major revamp of iOS, its mobile operating system, for version 5.0. New features like cloud-based storage of music, photos and video are rumored to arrive in the update this fall, likely alongside new iPhone hardware.

But despite all of those reports, White isn't yet convinced that the iPhone 5 will be introduced later than its typical June or July timeframe.

"Although we do not have a smoking gun that definitively rules out a delayed autumn unveiling or one that supports a launch this summer, there is a pattern of activity in motion with the supply chain that makes us question a delayed launch," he said.

White also cited sources who indicated that iPad sales could reach up to 40 million units in calendar year 2011. And supply chain sources also indicated that disruption from the earthquake and tsunami disaster in Japan will actually end up benefitting Apple, as suppliers will "rush to support Apple at the expense of competitors."

The analyst already revealed earlier this week that Apple has been offering upfront cash payments to component suppliers in order to secure components in the wake of the disaster in Japan. Apple has apparently also been using a "three cover guarantee," referring to capacity, stock and price, to block out competitors and prevent them from building ample supply of devices.
post #2 of 73
1st woot. And obviously... Close to the "vest"? WTF? Did he forget that the word "chest" exists?
post #3 of 73
This makes more sense than the delayed fall release.

Apple's suppliers (particularly those who provide materials and components for the touch panel display) do not have capacity to do a simultaneous launch of new iPhone and iPod models. We have repeatedly witnessed enormous supply constraints when the iPhone is launched, leading to a staggered worldwide launch that still only nets limited availability.

Last year, the iPod touch was in short supply for the first few weeks as well (Apple sells two iPod touches for every three iPhones).

Apple really cannot do a simultaneous iPhone/iPod/iPad launch given its current supply chain requirements and what its partners are able to produce.
post #4 of 73
Quote:
Originally Posted by nvidia2008 View Post

1st woot. And obviously... Close to the "vest"? WTF? Did he forget that the word "chest" exists?

if you are a card player in the old west, you wore a vest , and kept your cards close to your vest meaning hidden, take a look at the movie tombstone, or other old west gambler scenes
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post #5 of 73
Quote:
Originally Posted by nvidia2008 View Post

1st woot.

Please, no "first" posts.
post #6 of 73
One wish:

Multiple user accounts!


We have 3 family members using our iPad and woudl like to have our stuff separate. Our daughter's silly games needn't be on my workspace. Email accounts, Facebook, etc. would all benefit.
post #7 of 73
Quote:
Originally Posted by AppleInsider View Post

The analyst already revealed earlier this week that Apple has been offering upfront cash payments to component suppliers in order to secure components in the wake of the disaster in Japan. Apple has apparently also been using a "three cover guarantee," referring to capacity, stock and price, to block out competitors and prevent them from building ample supply of devices.

Go Apple..! Crush them all..
post #8 of 73
Quote:
Originally Posted by grub View Post

One wish:
Multiple user accounts!

if that is the ONLY new feature of iOS 5, i'd be happy.
post #9 of 73
Quote:
Originally Posted by NOFEER View Post

if you are a card player in the old west, you wore a vest , and kept your cards close to your vest meaning hidden, take a look at the movie tombstone, or other old west gambler scenes

I didn't know that before..! Thank u for the information..
post #10 of 73
Quote:
Originally Posted by OllieWallieWhiskers View Post

if that is the ONLY new feature of iOS 5, i'd be happy.

Me too. Not so much for the iPhone as it's a personal item (connected to a phone number) but the iPad and iTouch should allow family members to share each with personal set ups for mail calenders etc.
post #11 of 73
Quote:
Originally Posted by grub View Post

One wish:

Multiple user accounts!


We have 3 family members using our iPad and woudl like to have our stuff separate. Our daughter's silly games needn't be on my workspace. Email accounts, Facebook, etc. would all benefit.

That will never happen, Steve Jobs would cry to know that you share an iPad instead of buy one for each of your family members..
post #12 of 73
Quote:
Originally Posted by kilimanjaro View Post

I didn't know that before..! Thank u for the information..

I had only ever heard the "vest" version before, so I was puzzled at the initial comment. Googling around a bit suggests that both versions ("chest" and "vest") are common, but "vest" might be more popular in America. Interesting!

Back on topic, this iPhone5 business is turning into one of the more interesting product updates in a while, at least as far as the rumor mill goes. Like some others, though, my interest is more on seeing what they're going to do with iOS 5. I agree that multiple users would be a great feature, though I imagine it will be challenging to implement in a very user-friendly Apple-esque way.
post #13 of 73
Quote:
Originally Posted by neilw View Post

I had only ever heard the "vest" version before, so I was puzzled at the initial comment. Googling around a bit suggests that both versions ("chest" and "vest") are common, but "vest" might be more popular in America. Interesting!

Back on topic, this iPhone5 business is turning into one of the more interesting product updates in a while, at least as far as the rumor mill goes. Like some others, though, my interest is more on seeing what they're going to do with iOS 5. I agree that multiple users would be a great feature, though I imagine it will be challenging to implement in a very user-friendly Apple-esque way.

Aaah Google, can't hate it, can't live without it nowadays..

It will make more sense for iPhone users to upgrade immediately (even though they've just bought Verizon's iPhone 4 recently) if Apple can put appealing hardware refresh into the next iPhone 5. Plus the name rhymes together: iPhone 5 with iOS 5

Apple's PR will make a kill with such rhyming cathprhases..
post #14 of 73
Launching a new phone and cloud service at the same time will set up a repeat of the iPhone 3G/MobileMe launch since we're likely to see a huge influx of Verizon customers who were smart enough to wait for the iPhone 5. Plus, as far as we know, the datacenter in NC hasn't officially started full operations yet.

I'm sure they'll let out some coy remark during their quarterly report on April 20th (it'll also be interesting to see what they say about future quarter reports then too).
post #15 of 73
Quote:
Originally Posted by neilw View Post

I agree that multiple users would be a great feature, though I imagine it will be challenging to implement in a very user-friendly Apple-esque way.

Easy, front facing camera is activated when the phone is picked up (using the accelerometer), takes some pictures, uses FACES to determine who you are and displays your account.

Like I said, "easy!"
post #16 of 73
So today's rumor is that nobody knows anything - yet they'll keep talking about it endlessly.

Gee - just like yesterday's rumors.
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post #17 of 73
Quote:
Originally Posted by grub View Post

One wish:

Multiple user accounts!

I would settle with a variant. Profiles, So we can sync to more than one set of information.

It is a never ending annoyance that i can't sync my work computer and home computer. We don't all use corporate exchange contact directories.

One imagines that Apple would like us to be using a Mac at home and work, with their contacts systems.
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post #18 of 73
In my opinion, Apple has to be very careful here. They have a substantial lead and it is critical that they not drop the ball now. We've seen what happens when they dropped the ball in the past, and the competition came in to crush them into the ground. I think it's high time that it's Apple pulverizing the competition into the ground.

I skip generations of Apple tech as a standard rule. It's also in response to those two year contracts AT&T has. I am using an iPhone 3GS right now and the graphics are choppy on a lot of games and transition menus. It's clearly at the edge of its capabilities. When iPhone 5 is released, I'll be upgrading to it. I prefer Apple keeping their upcoming products secret. I hate it when people release pictures of the product, specs of the product, or new functionality before it's been revealed by Steve. It's sort of like being told what a movie is like, and its ending, prior to walking into a theater, or being told what your presents are for your birthday before you open them. I guess I would just prefer to have Steve say, "Oh, there is one more thing" and have people NOT know what that one more thing is already.
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post #19 of 73
Quote:
Originally Posted by JamesTheLesser View Post

Easy, front facing camera is activated when the phone is picked up (using the accelerometer), takes some pictures, uses FACES to determine who you are and displays your account.

Like I said, "easy!"

This is the easy part. Then there are third party apps that will need to be updated to support multiple user accounts (database access, user information storage, account info.. etc). I find it interesting though that Apple still didn't announce iOS 5.0 to developers. It could be that most changes are related to OS and won't have that effect on apps and how they work, which makes sense since all the major needs were done already (multitasking, copy & paste..etc). Maybe iOS 5 will focus more on UI.
post #20 of 73
I assume I’m in the minority here but I’d very much like Apple to hold off on the releasing the iPhone 5 this Summer. I think it’s an increasingly difficult goal to try to release both new HW and a new OS at the same time.

I think a tick-tock cadence Ã* la Intel would make for a more releases and help spread out demand, even if only slightly, for those that are waiting for either the newest OS or newest HW features. The iPad doesn’t seem to have been hurt by this method.


Quote:
Originally Posted by nvidia2008 View Post

1st woot. And obviously... Close to the "vest"? WTF? Did he forget that the word "chest" exists?

When it comes to idioms I tend to side with the less possessive phrasing, thus I prefer vest as the definite article ‘the’ only refers to a thing. When you switch ‘chest’ it doesn’t sound natural unless you switch to a possessive adjective like ‘their' or ‘your’ as in “close to their chest.”

http://www.randomhouse.com/wotd/inde...?date=20000825
Quote:
The Corpus of Contemporary American English gives 89 hits for "close to (...) vest" and 36 for "close to (...) chest" when used synonymously. (There's 123 hits overall for chest, but the majority are for "she held the baby close to her chest" and other similar literal uses.)

http://english.stackexchange.com/que...se-to-the-vest



Quote:
Originally Posted by grub View Post

One wish:

Multiple user accounts!


We have 3 family members using our iPad and woudl like to have our stuff separate. Our daughter's silly games needn't be on my workspace. Email accounts, Facebook, etc. would all benefit.

On wish:

Magnetic underwear

So my iPhone turns on and off as easily as my iPad with a Smart Cover.

Runs to trademark Lodestone brand underwear then realizes what a crappy name that is.


Seriously though, on the iPad multiple user accounts would be great. On all devices a guest account that I can dis/allow permissions to certain apps and features like Parental controls would be very welcome.

PS: One oversight I’ve hated since Find My iPhone was introduced was that anyone with access to your phone could disable the service with a few clicks because the MobileMe account wasn’t lockable. Meaning, if you didn’t have a system passcode or someone access your device before it locked they could disable that service and use your device without first having to wipe it clean. I recently found a workaround. If you enable Restrictions (I.e.: Parental Controls) you can lock your accounts so even if they have access to your device they can’t disable the Find My iPhone service. I know it’s a narrow window of use, but the omission has always bothered me.
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post #21 of 73
Quote:
Originally Posted by AppleInsider View Post

Apple keeping iPhone 5 cards 'extra close to the vest' in supply chain

Translation:

Apple is tired of all those new product supply chain rumours spread by analyst eunuchs who claim to have a friend whose mother-in-law's hairdresser's second cousin used to work in a Chinese factory, and now they're cracking the whip on the secrecy issue.
post #22 of 73
Quote:
Originally Posted by Brian Green View Post

We've seen what happens when they dropped the ball in the past, and the competition came in to crush them into the ground.

I don't know about that, but I do agree from a marketing perspective, they can't afford to "drop the ball".
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post #23 of 73
Quote:
Originally Posted by grub View Post

One wish:

Multiple user accounts!

Amen! Good way to allow photos transferred via camera connection kit to iPad from iPhone to be subsequently transferred to multiple iMacs in the family. (We each like to do our own iPhoto editing and sharing).
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post #24 of 73
Quote:
Originally Posted by JamesTheLesser View Post

Easy, front facing camera is activated when the phone is picked up (using the accelerometer), takes some pictures, uses FACES to determine who you are and displays your account.

Like I said, "easy!"

Yeah right? Like in the middle of the night when it is totally dark and the phone beeps a notification, you need find out if the notification is for you or the other user of the device. Who shares an iPhone with someone else anyway? Maybe an iPad, but not a phone. But still, how the heck are push notifications ever going to work on a multiple account system?



Police have been notified. This stranger stole your phone.

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post #25 of 73
Quote:
Originally Posted by grub View Post

One wish:

Multiple user accounts!


We have 3 family members using our iPad and woudl like to have our stuff separate. Our daughter's silly games needn't be on my workspace. Email accounts, Facebook, etc. would all benefit.

The first and most obvious, buy her her own iPad.
Or you could just make separate FOLDERS for her "silly games"
post #26 of 73
Quote:
Originally Posted by JeffDM View Post

Please, no "first" posts.

A "first" post AND total ignorance of a well-known turn of speech. An ignorance he immediately compounded by chastising the author, who used it correctly.

If it was me, I'd hide under a rock for a year before posting again. But then, I have a sense of shame.
post #27 of 73
Quote:
Originally Posted by RobertE View Post

Me too. Not so much for the iPhone as it's a personal item (connected to a phone number) but the iPad and iTouch should allow family members to share each with personal set ups for mail calenders etc.

100% Agree. We have this capability on our Macs and it just makes sense as iOS evolves.
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post #28 of 73
Quote:
Originally Posted by mstone View Post

Yeah right? Like in the middle of the night when it is totally dark and the phone beeps a notification, you need find out if the notification is for you or the other user of the device. Who shares an iPhone with someone else anyway? Maybe an iPad, but not a phone. But still, how the heck are push notifications ever going to work on a multiple account system?

There certainly seem to be some logistical issues with this popular idea.
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post #29 of 73
Quote:
Originally Posted by kilimanjaro View Post

That will never happen, Steve Jobs would cry to know that you share an iPad instead of buy one for each of your family members..

I don't know why anyone would want or need to *share* an iPad either. They aren't that expensive.

Even if you have kids, there's no reason they can't share one among themselves without separate user accounts and grown-ups should *not* be sharing their computers with youngsters anyway.
post #30 of 73
Quote:
Originally Posted by Prof. Peabody View Post

I don't know why anyone would want or need to *share* an iPad either. They aren't that expensive.

Even if you have kids, there's no reason they can't share one among themselves without separate user accounts and grown-ups should *not* be sharing their computers with youngsters anyway.



They aren't much money, agreed. Yet if Jobs keeps insisting we're in a "post-PC world", then he should ensure that one fundamental PC capability is available.

Not to mention wireless syncing.
post #31 of 73
Quote:
Originally Posted by Prof. Peabody View Post

I don't know why anyone would want or need to *share* an iPad either. They aren't that expensive.

Even if you have kids, there's no reason they can't share one among themselves without separate user accounts and grown-ups should *not* be sharing their computers with youngsters anyway.

I totally disagree.

I really don't want to buy or even carry another iPad just for the rare times that I'll let the kids use it while I'm driving or whatever. With another user account, I can keep all of my stuff secure...just like with my computer. Their user accounts wouldn't be admin accounts, so there's nothing they could really do to cause harm...other than drop/break the iPad, but my kids are pretty responsible in that regard (and I have a very protective case for my iPad).

So far, there have been no problems sharing, but it's still a concern that they'll access something, or on my iPhone see a text come in or whatever. Likewise, I'm often out and about with someone who wants to borrow the iPad to check email or use it for whatever reason, and it would be nice to simply create a quick user account (like I can do on my MacBook) and let them go at it without affecting my account.
post #32 of 73
The reason for the radio silence from all the Apple spies is because Apple is waiting for the full efficiency evaluation of the new Qualcom 4G chip. Whether the next phone is called 4S or 5 will be determined by how long the battery life is with the new chip.
post #33 of 73
Quote:
Originally Posted by neilw View Post

I had only ever heard the "vest" version before, so I was puzzled at the initial comment. Googling around a bit suggests that both versions ("chest" and "vest") are common, but "vest" might be more popular in America. Interesting!

"Close to the chest" ~40m results
"Close to the vest" ~1m results

Just because you grew up hearing vest (in America?) and claimed to have used google does not mean that a phrase used roughly 40 times more on the internet is less popular in America.

Sorry for the butthurt, but "close to the chest" is so much more common it's not even funny.
post #34 of 73
Quote:
Originally Posted by JamesTheLesser View Post

Easy, front facing camera is activated when the phone is picked up (using the accelerometer), takes some pictures, uses FACES to determine who you are and displays your account.

Like I said, "easy!"

Well not so easy when you have twins that have the same face in your family. Don't you agree James?
post #35 of 73
Quote:
Originally Posted by Prof. Peabody View Post

I don't know why anyone would want or need to *share* an iPad either. They aren't that expensive.

Even if you have kids, there's no reason they can't share one among themselves without separate user accounts and grown-ups should *not* be sharing their computers with youngsters anyway.

iPads may not be that expensive, but they are not exactly cheap. Most people would consider them a luxury, although an especially convenient one. And, currently, they aren't that easy to get.

I can think of many reasons why a family that chooses to purchase an iPad elects to share it among many family members. I use my iPad frequently, but it still sits around unused for most of the day. It would be efficient to share it with others. Having the ability to have separate accounts would make it easier to share among 2 or more people. That would be an especially useful capability at school. Maybe the science lab has an iPad for each person to use in class, and they can store their work on it, and, when the next class comes in, they swtich the iPad to their account for the semester.

I know someone mentioned the problem with notifications and multiple user accounts, but I hope that Apple is planning vast improvements to notifications anyway. If multiple accounts is in the cards, hopefully there's an elegant way to roll it into any revisions notifications receive.
post #36 of 73
Quote:
Originally Posted by The_Third_One View Post

"Close to the chest" ~40m results
"Close to the vest" ~1m results

Just because you grew up hearing vest (in America?) and claimed to have used google does not mean that a phrase used roughly 40 times more on the internet is less popular in America.

Sorry for the butthurt, but "close to the chest" is so much more common it's not even funny.

What about 'Close to the breast'
About 95,100,000 results

Google result count means very little in these situations

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post #37 of 73
Quote:
Originally Posted by grub View Post

One wish:

Multiple user accounts!


We have 3 family members using our iPad and woudl like to have our stuff separate. Our daughter's silly games needn't be on my workspace. Email accounts, Facebook, etc. would all benefit.

I gave up on fighting for iPad with my daughters and bought myself a brand new iPad 2.
post #38 of 73
Quote:
Originally Posted by Prof. Peabody View Post

I don't know why anyone would want or need to *share* an iPad either. They aren't that expensive.

Even if you have kids, there's no reason they can't share one among themselves without separate user accounts and grown-ups should *not* be sharing their computers with youngsters anyway.

Plus not everyone can afford 4 iPads running around the house. I agree it'd be handy on an iPad, no so much an iphone
post #39 of 73
Quote:
Originally Posted by The_Third_One View Post

"Close to the chest" ~40m results
"Close to the vest" ~1m results

Just because you grew up hearing vest (in America?) and claimed to have used google does not mean that a phrase used roughly 40 times more on the internet is less popular in America.

Sorry for the butthurt, but "close to the chest" is so much more common it's not even funny.

I might be chomping at the bit here from one too many expressos but for all intensive purposes a Google search is not an affidavid of the soul exceptable or original usage, irregardless of wat probly is most common today, excetera, excetera.
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post #40 of 73
Apple is prudently protective of its position relative to its component suppliers, for obvious reasons. Leaks simply provide the competition with the opportunity to 'invent' a piece of vaporware with 'super competitive' performance in an attempt to steal Apple's thunder, even before the Apple product is released. The fact that very little of this vaporware ever reaches reality doesn't seem to register with gullible journalists who are happy to pre-announce the next Apple killer based on PR bilge from the competition. This is not in Apple's interests and hence its desire to keep confidential the components it is seeking to procure.

As to the comment that Apple seeks to lock out competition by buying up all available component stocks, this again is wrong. Apple seeks to achieve continuity of component supply for products which (as we have seen over and over again) create enormous demand immediately they become available. If the outcome is that this leaves fewer components for the competition, that's something the competition can rectify by building the same reliable, quality relationships with component suppliers that Apple has achieved.

The reason they don't do this, is that experience has shown them they simply can't guarantee to be able to design and build products that are truly competitive to Apple, once they escape the false glitter of the product launch and get in front of real customers. This is what happened to the much hyped Galaxy Tab which 'analysts' and less than inquisitive journalists were very happy to tout as an Apple killer based on fanciful Samsung PR, only to find that one month after launch, most of the production run was still gathering dust on store shelves as iPads were flying out the door. We now see the next iPad killer, the Motorola Xoom has suffered the same fate. Customers know what they want, and it's called iPad.

Imagine the impact on Samsung and Motorola's bottom line if they had done what Apple does to secure components: pay up front for tens of millions, contractually agree to actually take specific volumes after the pre-paid allocation is used, Apple investing in actual plant at the supplier's factories etc etc. Apple has to be confident its product are going to justify these expenditures.

Experience has shown that, so far, this confidence is justified.
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