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Rumor: Production hiccups may limit launch supply of Apple's new iPhone

post #1 of 55
Thread Starter 
A new report out of the Far East claims that shipments of Apple's next-generation iPhone are likely to be less than 15 million in the third quarter of 2012 due to some alleged complications in producing the device.

Citing unnamed sources in the supply chain, the sometimes-reliable DigiTimes reported this week that Apple initially hoped to have 20 million units of the new iPhone built this quarter, but that number is expected to fall below 15 million. If true, the figures could suggest that supply of the new iPhone may be constrained for its anticipated launch next month.

The same publication said in late July that low yield rates for in-cell touchscreens expected to be featured in the new iPhone could affect production. This week's "latest rumors" from the Taiwanese news source added that Apple recently redesigned a connector at the bottom of the new iPhone, and that yield rates of the connectors at Foxconn have been low due to insufficient supply of some materials.

"A reduction in the first batch of shipments of new iPhones may result in a short supply, which in turn may trigger a buying spree for new models in the fourth quarter as well as the first half of 2013," the report said.

Last year, sales of the iPhone 4S topped 4 million in its first weekend of availability. That accomplishment was more than double the company's previous record of 1.7 million sold for the iPhone 4 launch in 2010.

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DigiTimes has a hit-or-miss track record with respect to Apple rumors, but occasionally provides accurate information from within the company's supply chain. The publication was first to report in April that Apple plans to adopt in-cell touch panels for its 2012 iPhone, and those rumors were later corroborated by both analyst Ming-Chi Kuo of KGI securities and The Wall Street Journal.

Apple is rumored to be planning a media event on Sept. 12 to announce its new iPhone, commonly referred to by the media and public as the "iPhone 5." Given previous launch timeframes following the introduction of a new iPhone, it's expected that the device will become available Friday, Sept. 21.
post #2 of 55

DigiTimes ... Why do you folks constantly refer to these fools?

post #3 of 55

Today I learned that "out of the Far East" means Digitimes. I've just learned to laugh when I read that phrase here at AI.

post #4 of 55
Quote:
Originally Posted by MadGoat View Post

DigiTimes ... Why do you folks constantly refer to these fools?

And I know people here love to hate on DigiTimes but if you're going to be following the tech industry and Apple, especially, you're going to want to follow as many sources as you can. This is the trade newspaper for suppliers and manufacturers based in Taiwan and working/assembling in China.

 

Their news is just that - news. A reporter reporting on news. There is spin and speculation and all sorts of stuff read into their stories. Honhai revenue up 5% this quarter. That's news. Therefore they must have just received the first order placed for the iPad mini, iPhone, whatever. That's speculation.

post #5 of 55

the rumor that comes around once a year...

post #6 of 55

This isn't even news. Happens with every launch!

post #7 of 55
Wow. Was just waiting for this rumor. Every iPhone has had this rumor for at least the last 3 iterations.
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post #8 of 55
Quote:
Originally Posted by NotScott View Post

This isn't even news. Happens with every launch!

 

Well, in their defence  they've couched the news in all sorts of caveats like "might" and "could" (cause shortages). 

 

The thing that isn't being reported here is that the target for launch is 14 million devices available for shipping.  Even if this report is accurate, it's just saying that something less than 14 million will be available.  This doesn't necessarily even suggest there will be a problem.  

 

In the past, when supply has been a problem, Apple has typically countered by simply screwing over Canada or the UK (removing them from the list of launch countries), in favour of the USA, so it's not like there will be any real shortages for pre-orders or pick-ups for at least half of the people reading this forum (USA-ians).  It's all fluff and nonsense and the greater likelihood is that people will get their iPhones early rather than late.  

post #9 of 55

Yes, this is not a rumor this is called publicity. They - Apple - does it every launch to drive up demand. Now, hurry!  You need to get the new iPhone ASAP. Or else they will not have any more

for a loooooong time. Days!  Weeks!  Who knows?!  Panic. 

post #10 of 55

iPhone 5 or the iPhone LE - Long Edition?  Really not excited about this phone anymore since it's starting to look like the lenght growth only rumors are true. I really hope they're not but it's not looking good.

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post #11 of 55
Quote:
Originally Posted by oneaburns View Post

iPhone 5 or the iPhone LE - Long Edition?  Really not excited about this phone anymore since it's starting to look like the lenght growth only rumors are true. I really hope they're not but it's not looking good.

Quit yer bitchin'.

post #12 of 55
Yep, its the same rumour every single year. There will be millions sitting in the production warehouse. Releasing them to the despatch warehouse is certainly done to formulae.
post #13 of 55
Quote:
Originally Posted by OllieWallieWhiskers View Post

the rumor that comes around once a year...

Twice a year if you consider the same for the iPad.

post #14 of 55
Originally Posted by oneaburns View Post
Really not excited about this phone anymore since it's starting to look like the lenght growth only rumors are true. I really hope they're not but it's not looking good.

 

Of course what we've seen is what we're getting. Don't delude yourself otherwise. Do you REALLY think you want a wider phone?

post #15 of 55
"Sometimes reliable" is a shit term for DigiTimes. You should include 'DigiTimes' in the article title so I know not to waste my time reading what is almost sure to be complete drivel.
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post #16 of 55

We heard this same nonsense last year, and everyone I know that ordered a 4S had them on launch day, baring one or two shipping snafus. If there are shortages, it's the foreign outfits and smaller carriers that are going to have to deal with them, as Apple does a fair job of making sure all their US partners get plenty of initial stock.

post #17 of 55
Quote:
Originally Posted by oneaburns View Post
Really not excited about this phone anymore since it's starting to look like the lenght growth only rumors are true. I really hope they're not but it's not looking good.
Originally Posted by Tallest Skil View Post

Of course what we've seen is what we're getting. Don't delude yourself otherwise. Do you REALLY think you want a wider phone?

 

I agree that its pretty obvious we will get the phone we see on the leaks.  Apple will defend there design decisions in the keynotes, lets wait for that before we pass jugement.

 

I think Samsung as gone to the limit of what they can do with bigger screens. So what else are they going to do to "innovate" now?   More phone with pens?  The thing is I would personnaly like a 4.5 16:9 screen, but not at the price of leaving my "all apple" ecosystem which I love very much. Personnaly I think Apple should offer 2 screen size phones instead of trying to do a one size fit all model. Maybe in 2013.

 

bottom line, I will still upgrade to the new iphone even if I am in the category that wants a bigger screen than 4"

post #18 of 55
Quote:
Originally Posted by Gazoobee View Post

 

Well, in their defence  they've couched the news in all sorts of caveats like "might" and "could" (cause shortages). 

 

 

 

Which, in my opinion, translates to a blatant attempt to manipulate AAPL. 

post #19 of 55
Originally Posted by herbapou View Post

I think Samsung as gone to the limit of what they can do with bigger screens. So what else are they going to do to "innovate" now?

 

They'll have a 5.7" "phone" out in Q1 2013 to combat the next iPhone, just you watch.

post #20 of 55
Quote:
Originally Posted by Tallest Skil View Post

 

Of course what we've seen is what we're getting. Don't delude yourself otherwise. Do you REALLY think you want a wider phone?

 

Think? No.

Know for a fact? Yes.

 

Some of us don't have child hands, however, and can still navigate larger screens without any issues, and would much appreciate the increased visual real estate. What good is a longer screen going to do us? Oh, we don't have to scroll as much. Uh. Thanks? We'll still be scrolling left to right while trying to view non-mobile optimized pages, and as a programmer I'll have to now code for THREE aspect ratios instead of two, but hey, yeah, thanks for the longer screen. It's exactly what *no one* asked for.

post #21 of 55
Originally Posted by Cash907 View Post

…thanks for the longer screen. It's exactly what *no one* asked for.

 

"People don't know what they want until you show it to them."

 

I wouldn't bother repeating it except that it has held true for the last thirty years.

post #22 of 55
Quote:
Originally Posted by Eriamjh View Post

Quit yer bitchin'.

I'm sorry, is this section just meant for undeserved praise?  My apologies for pointing out a poor design.  It's amaaaazing!  Happy?

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post #23 of 55
Quote:
Originally Posted by funkbarton View Post

Yes, this is not a rumor this is called publicity. They - Apple - does it every launch to drive up demand. Now, hurry!  You need to get the new iPhone ASAP. Or else they will not have any more

for a loooooong time. Days!  Weeks!  Who knows?!  Panic. 

Yep!  Preorder so you can stand in line for hours on release day and get Apple more free publicity.

 

if I decide to upgrade, I'll do the exact same thing I did for the 4S.  Go to the AT&T store at the mall after work and walk out 11 minutes later with my new phone.  Piss on standing in line like a chump.

post #24 of 55

It's so funny how rumours get ahead of themselves, it's not even confirmed that the iPhone is in production and they are already having "production hiccups".

post #25 of 55

Quote:
Originally Posted by Conrail View Post

  Piss on standing in line like a chump.

I plan to order mine from the online Apple store, perhaps receive it a day early, then I'm going to go stand in line while using my new phone just to piss everyone off. devil.gif

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post #26 of 55
Originally Posted by mstone View Post
…perhaps receive it a day early…

 

Good luck with that. It's not gonna happen.

post #27 of 55
Quote:
Originally Posted by Tallest Skil View Post

 

Of course what we've seen is what we're getting. Don't delude yourself otherwise. Do you REALLY think you want a wider phone?

I know I do. Just as I know I don't want a longer computer monitor I don't want a longer phone unless it's wider as well.  I have relatively short fingers and feel the current iPhone is on the smallish side.  It was a great screen size in 2005, but not anymore.

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post #28 of 55
Quote:
Originally Posted by oneaburns View Post

I know I do. Just as I know I don't want a longer computer monitor I don't want a longer phone unless it's wider as well.  I have relatively short fingers and feel the current iPhone is on the smallish side.  It was a great screen size in 2005, but not anymore.

So your fingers grew since 2005?
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post #29 of 55

LOL...no, but my perception of what's a good size for a screen did.  I was willing to accept it in 2005 when it was among the biggest screens available but that's hasn't been the case for the past few years.  While iOS is still the best OS for a smartphone, they've been passed up in other areas.

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post #30 of 55
Originally Posted by jragosta View Post
So your fingers grew since 2005?

 

Apple made an iPhone in 2005?

 

Or, a better question, ANY cell phone had a 3.5" screen in 2005?

post #31 of 55
Quote:
Originally Posted by Tallest Skil View Post

 

Apple made an iPhone in 2005?

 

Or, a better question, ANY cell phone had a 3.5" screen in 2005?

 

Sorry, 2007.  I don't live here you know.  But development of what was to become the iPhone began in 2004.

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post #32 of 55
Quote:
Originally Posted by Tallest Skil View Post

 

Of course what we've seen is what we're getting. Don't delude yourself otherwise. Do you REALLY think you want a wider phone?

I, for one, do not want a wider phone.....nor a taller one. I love the size of the current version. Anything larger, wide or tall, will be noticeable in a pant or shirt pocket and NOT noticing I am carrying a mobile device capable of a superior Internet, telephony, messaging, email, etc. experience is what makes the iPhone so great. If you ask me, a person's preference of screen size is telling of whether one needs to use eyeglasses or not. Those who prefer a larger screen are usually those who are resistant to the fact that they need to wear spectacles.

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post #33 of 55
Quote:
Originally Posted by jragosta View Post


So your fingers grew since 2005?

I was thinking the same thing. He must prefer using two hands now to complete most smartphone tasks.

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post #34 of 55
Quote:
Originally Posted by NotScott View Post

This isn't even news. Happens with every launch!

 

I thought the same thing. To be expected.

post #35 of 55
Quote:
Originally Posted by Dickprinter View Post

I, for one, do not want a wider phone.....nor a taller one. I love the size of the current version. Anything larger, wide or tall, will be noticeable in a pant or shirt pocket and NOT noticing I am carrying a mobile device capable of a superior Internet, telephony, messaging, email, etc. experience is what makes the iPhone so great. If you ask me, a person's preference of screen size is telling of whether one needs to use eyeglasses or not. Those who prefer a larger screen are usually those who are resistant to the fact that they need to wear spectacles.

 

I have 20/20 vision and am in my 30's - no need for spectacles.  But hey, if you want to continue using the size phone you have now then great!  They'll still sell it.  But for those of us who don't mind the phone being a little bigger, and enjoy a bigger screen b/c bigger is always better when it comes to screen size, MOST of us want it to grow in both width and length.

 

I've put friends android phones in my pocket and I still can't feel it.  Perhaps you wear tighter jeans than I do ;)

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post #36 of 55
Quote:
Originally Posted by Dickprinter View Post

I was thinking the same thing. He must prefer using two hands now to complete most smartphone tasks.

 

Didn't realize I needed to spell it out for you guys.  My dear lord.

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post #37 of 55
Quote:
Originally Posted by funkbarton View Post

Yes, this is not a rumor this is called publicity. They - Apple - does it every launch to drive up demand. Now, hurry!  You need to get the new iPhone ASAP. Or else they will not have any more

for a loooooong time. Days!  Weeks!  Who knows?!  Panic. 

 

What seems to usually happen is that there are plenty at launch time, they run out and then there are shortages as stock diverts to launches in other countries.

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post #38 of 55
Originally Posted by hill60 View Post
What seems to usually happen is that there are plenty at launch time, they run out and then there are shortages as stock diverts to launches in other countries.

 

I wonder if stock is going to be diverted from AT&T to other outlets because of their idiocy.

 

Hey, the Canadian iPhone launch had units diverted to Europe because of their telecoms' plans. You never know.

post #39 of 55
Quote:
Originally Posted by NotScott View Post

This isn't even news. Happens with every launch!

Yep. No matter the product.

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post #40 of 55
Quote:
Originally Posted by jragosta View Post

So your fingers grew since 2005?
Actually, it's quite possible. A large percentage of commenters at Apple tech media sites like AppleInsider, MacRumors, etc. are quite young (high school or college age) and thus their fingers probably have grown since 2005.
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