or Connect
AppleInsider › Forums › Mac Hardware › Current Mac Hardware › Rumor: Apple suppliers solve iMac production problems, strong sales projected
New Posts  All Forums:Forum Nav:

Rumor: Apple suppliers solve iMac production problems, strong sales projected

post #1 of 58
Thread Starter 
A new report holds that Apple's component suppliers have solved the production problems keeping stocks of the company's new iMac models low, and Apple will supposedly see strong sales of its signature desktop in the quarter to come.

iMac


The report comes via BrightWire, which cites Taiwanese news source China Times in saying that Apple's Taiwanese component suppliers have improved the assembling conformity rate for the new iMacs, with mass production of the desktops said to have begun in December of 2012. The report expects orders to remain strong throughout the first quarter of 2013, as orders for new products typically peak within the first four months after their launch.

The report runs counter to recent trends, which have seen delivery times for the 21.5-inch iMac slipping to two to three weeks in some areas, suggesting that production problems could still be an issue as late as this week. More recently than that, Apple CEO Tim Cook noted during the company's quarterly conference call that, while Apple was confident it could significantly increase supply, "demand here is very strong and we are not certain that we will achieve a supply-demand balance during the quarter."

Cook cited iMac supply constraints as a major reason for a significant drop in Mac sales for the past quarter. Cook noted during the conference call that figures for other Mac devices were largely in line with analyst projections and that the iMac, along with the shorter quarter and other inventory constraints, largely made up for the shortfall in Mac sales compared to previous quarters.

Analyst Ming-chi Kuo of KGI Securities revealed in August, months before the new iMacs were unveiled, that production issues were likely. It was said that the screen lamination process in building the new desktops is difficult, particularly with the larger 27-inch model.
post #2 of 58

That is one beaut of a machine. It is as flat as a pancakes and should sell like hot cakes. If it doesn't, it may signal that the public is tuning out the spartan Ive design style.

post #3 of 58
Look everybody! We've all got our low price stock now. Let spread some positive rumours and drive the price back up!
post #4 of 58
I find it odd timing that this comes out after the earnings call.
post #5 of 58
Quote:
Originally Posted by Phizz View Post

Look everybody! We've all got our low price stock now. Let spread some positive rumours and drive the price back up!
lol.gif
post #6 of 58
Quote:
Originally Posted by iSteelers View Post

I find it odd timing that this comes out after the earnings call.

In what way? If you read the internet there is positive and negative news about Apple before and after their earnings call. Since there has been a known shortage doesn't it make sense that the shortage would eliminate as time goes by?

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #7 of 58

My 2009 Quad i7 iMac is still humming along.  I was seriously contemplating buying this new one, but decided to hold off till Haswell comes out.  They are beautiful machines!

post #8 of 58
Although iMac sales do affect Apple's bottom line, they are nowhere close to the importance of the iPhone or iPads to overall sales. Thus, suggestion that this story can somehow turn the tide on the stock is far fetched.
post #9 of 58
That's good. Hopefully next time Apple tries to do a massive upgrade of nearly all of its product lines, it will remember to look at a calendar before it does so so it doesn't totally blow the important Christmas shopping season. Then again, I have my doubts that Tim Cook will be the CEO by then. You don't just lose a third of the company's value on your watch, because of choices that you made poorly, and survive it.
post #10 of 58

I just got a 27" iMac and, yes, they are just wonderful.  It is amazing how much better the screen is when placed next to my 23" cinema display.  I thought that cinema display was awesome when I got it, what a difference a few years makes.

post #11 of 58
Yay! I'm on my way home to grab my 27" iMac that just got delivered. I hope others don't have to wait as long as I did for mine.
post #12 of 58
Quote:
Originally Posted by Carson O'Genic View Post

Although iMac sales do affect Apple's bottom line, they are nowhere close to the importance of the iPhone or iPads to overall sales. Thus, suggestion that this story can somehow turn the tide on the stock is far fetched.

Not if you consider the fact that roughly 1,000,000 Macs were missing from Apple's earnings this past quarter. That would've given Apple roughly $1.5 billion more of sales, and perhaps $500 million more profit in the quarter. That would be another 3% of revenue, and another approximately 5% profit. Numbers like that would have sure look much better then the numbers that Apple reported. Those numbers work bad, but clearly they were disappointing for a lot of existing shareholders who sold their stock as a result.

If only Apple didn't have such a large number of flitty individual shareholders, and had more institutional investors that are likely to hold without fear through these fluctuations, maybe it wouldn't have been so bad.
post #13 of 58
Quote:
Originally Posted by Phizz View Post

Look everybody! We've all got our low price stock now. Let spread some positive rumours and drive the price back up!

Yet AAPL is down another 1.5%.

Nothing will make these institutions that are dumping Apple stock happy.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #14 of 58

HUH. HOW INTERESTING. THIS HAPPENED JUST AFTER PEOPLE MADE A CUBIC FECAL KILOMETER OF MONEY ON THE DUMPING OF APPLE STOCK. 

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #15 of 58
Quote:
Originally Posted by cameronj View Post

That's good. Hopefully next time Apple tries to do a massive upgrade of nearly all of its product lines, it will remember to look at a calendar before it does so so it doesn't totally blow the important Christmas shopping season. Then again, I have my doubts that Tim Cook will be the CEO by then. You don't just lose a third of the company's value on your watch, because of choices that you made poorly, and survive it.

You see...

 

The company lost one third because of ignorance rumours fear and (especially) stupidity. I mean... Thanks to cook (if you make the right adjustments) net profit was up 8% and Apple just had the best quarter this world has seen.

 

This is where you are "one of them" and you lose all credibility. Before registering to this site, everyone should have to make an IQ test and an overall Knowledge-test.

post #16 of 58
Quote:
Originally Posted by jragosta View Post

Yet AAPL is down another 1.5%.

Nothing will make these institutions that are dumping Apple stock happy.

The institutions are the only ones that are holding. It's the individual investors who are selling. Why do you think Apple is now almost entirely owned by institutions. It's not because institutions have been selling, it's because they are the on ones who aren't selling.
post #17 of 58

This generation came to early. It should have had Retina display and I believe Apple originally wanted this but industry couldn't deliver. Once you use a retina display like rMBP no going back.

G5 2GHZ Power Mac, iPod Shuffle (1st Gen),iPod Nano (2nd Gen),iPod (5th Gen), Apple TV, Apple TV 2G x2, iPad 2,iPhone 4S, rMBP 15" 2.6

Reply

G5 2GHZ Power Mac, iPod Shuffle (1st Gen),iPod Nano (2nd Gen),iPod (5th Gen), Apple TV, Apple TV 2G x2, iPad 2,iPhone 4S, rMBP 15" 2.6

Reply
post #18 of 58
Quote:
Originally Posted by Tallest Skil View Post

HUH. HOW INTERESTING. THIS HAPPENED JUST AFTER PEOPLE MADE A CUBIC FECAL KILOMETER OF MONEY ON THE DUMPING OF APPLE STOCK. 

I don't want to be a conspiracy theorist by the timing is indeed ... Shitty
post #19 of 58
Originally Posted by jimbo123 View Post
This generation came to early.

 

Well, no, it came late. The relevant chips came out almost half a year before the machines did. 


…I believe Apple originally wanted this but industry couldn't deliver.

 

I subscribe to this theory, at least partially (if only because I don't remember hearing any rumors about ramp-ups of properly pixeled panels). It certainly makes sense that they would have timed the case redesign with retina, as that's what they did for the laptops. 


Once you use a retina display like rMBP no going back.

 

Ain't that the truth… 

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #20 of 58

"Thanks to cook (if you make the right adjustments) net profit was up 8% and Apple just had the best quarter this world has seen."

 

^this^

post #21 of 58
Quote:
Originally Posted by cameronj View Post

The institutions are the only ones that are holding. It's the individual investors who are selling. Why do you think Apple is now almost entirely owned by institutions. It's not because institutions have been selling, it's because they are the on ones who aren't selling.

Wrong. Institutions have ALWAYS held massive amounts of AAPL (64% at last count). I'm not aware of any evidence that they've been holding and that private investors are the ones selling. Your evidence is.......?
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #22 of 58
Quote:
Originally Posted by cameronj View Post

You don't just lose a third of the company's value on your watch [...] and survive it.


But you can lose more than 1/2 and can survive it? Where is the logic in that?





If you had said back in 2008 that you had doubt Steve Jobs would be CEO in 2012 you'd have been right... just for the wrong reasons.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #23 of 58
Quote:
Originally Posted by cameronj View Post

If only Apple didn't have such a large number of flitty individual shareholders, and had more institutional investors that are likely to hold without fear through these fluctuations, maybe it wouldn't have been so bad.

Actually, individuals wouldn't move the stock like that. What you saw was some major sell-offs by big investors/traders who want a company with higher growth rates (even though the revenue and profit numbers will be much lower).

post #24 of 58
Quote:
Originally Posted by cameronj View Post


Not if you consider the fact that roughly 1,000,000 Macs were missing from Apple's earnings this past quarter. 

Exactly. In response to a question related to that, Oppenheimer attributed approximately 700,000 of that shortfall to lack of iMac availability (at least, in the way that I interpreted that part of the conf call).

post #25 of 58
Quote:
Originally Posted by sflocal View Post

My 2009 Quad i7 iMac is still humming along.  I was seriously contemplating buying this new one, but decided to hold off till Haswell comes out.  They are beautiful machines!

I put a Fusion Drive configuration in my late 2009 iMac 27 inch. Gave up the optical, put a 2.5 inch HDD in a tray for that slot and switched the existing 3.5 HDD for an SSD. Too bad it's only SATA2. I only get 200MB/s read times...

post #26 of 58
Quote:
Originally Posted by SolipsismX View Post


 

Nice find! Thank you. I had COMPLETELY forgotten about that!

 

I think I am going to print that out and paste in on my wall, to remind myself how I stuck through that, and how fantastically well that paid off for me as a long term investor!

post #27 of 58
Quote:
Originally Posted by cameronj View Post


Not if you consider the fact that roughly 1,000,000 Macs were missing from Apple's earnings this past quarter. That would've given Apple roughly $1.5 billion more of sales, and perhaps $500 million more profit in the quarter. That would be another 3% of revenue, and another approximately 5% profit. Numbers like that would have sure look much better then the numbers that Apple reported. Those numbers work bad, but clearly they were disappointing for a lot of existing shareholders who sold their stock as a result.

If only Apple didn't have such a large number of flitty individual shareholders, and had more institutional investors that are likely to hold without fear through these fluctuations, maybe it wouldn't have been so bad.

Exactly. That's the silver lining in the stock drop. "Flitty" shareholders are being weeded out. Now Apple has bottomed out, but this bottom will be much more solid. As the share price rises, slowly perhaps, bad news won't have near the effect that it has had of late.

post #28 of 58
Quote:
Originally Posted by cameronj View Post

That's good. Hopefully next time Apple tries to do a massive upgrade of nearly all of its product lines, it will remember to look at a calendar before it does so so it doesn't totally blow the important Christmas shopping season. Then again, I have my doubts that Tim Cook will be the CEO by then. You don't just lose a third of the company's value on your watch, because of choices that you made poorly, and survive it.

 

Uh huh. Best run company in the world and they are going to get rid of the CEO. That's just a ridiculous statement. What you just said is "Apple continues to release products with such high demand that they can't build them fast enough, and it released too many of them at once in the biggest demand season of the year. Let's fire the person who decided to do that." Your whole premise is laughable.

 

Apple doesn't give a crap about these movements in its stock. It doesn't need them for capital investment. And no big shareholder is going to think there's someone else better to run the company.

post #29 of 58
Quote:
Originally Posted by cameronj View Post

That's good. Hopefully next time Apple tries to do a massive upgrade of nearly all of its product lines, it will remember to look at a calendar before it does so so it doesn't totally blow the important Christmas shopping season. Then again, I have my doubts that Tim Cook will be the CEO by then. You don't just lose a third of the company's value on your watch, because of choices that you made poorly, and survive it.

Here's where your crankiness gets you in trouble. You have zero knowledge of what was behind the supply constraints, I would guess. Was it the display? Was it the friction-stir welding? Something else, or a combination? Did Cook gamble on Ive in Mansfield's absence?

Then there's the effect of the herd mentality that you're always criticizing. How much of the loss in value is media panic, or mass hysteric idiocy, as who-was-it calling it yesterday?

Even Steve was shocked by the chihuahua pack during the fake antenna crisis.

Edit: It was alfiejr. Mass hysteric idiocy. Priceless. Also, I should say I find your angle on the Market and investment interesting, but I have no idea if you're generally right.
Edited by Flaneur - 1/25/13 at 1:25pm
post #30 of 58
Originally Posted by SolipsismX View Post
But you can lose more than 1/2 and can survive it? Where is the logic in that?


If you had said back in 2008 that you had doubt Steve Jobs would be CEO in 2012 you'd have been right... just for the wrong reasons.

 

"Irrelevant. Global financial crisis. Everyone had that happen."


Just getting ahead of the answers.

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone] exists, it doesn’t deserve to.
Reply
post #31 of 58
Quote:
Originally Posted by jragosta View Post

Wrong. Institutions have ALWAYS held massive amounts of AAPL (64% at last count). I'm not aware of any evidence that they've been holding and that private investors are the ones selling. Your evidence is.......?

That you don't get to HIGH institutional ownership by having institutions sell their holdings.

None of us can possibly know who is buying and selling on any individual day. The only piece of evidence that we have that indicates who is buying it who is selling in the long-term is the institutional ownership percentage. Because that's numbers high that means over the long-term, institutions are buying and individuals are selling. It's self-evident.

People here don't want to believe it, because they like to have a bogeyman to blame for this.
Edited by cameronj - 1/25/13 at 1:48pm
post #32 of 58
Quote:
Originally Posted by Tallest Skil View Post

HUH. HOW INTERESTING. THIS HAPPENED JUST AFTER PEOPLE MADE A CUBIC FECAL KILOMETER OF MONEY ON THE DUMPING OF APPLE STOCK. 

 

Shorting stock is only profitable if a FEW people do it, Skil. Once all the kids start doing it, it's no longer cool.

post #33 of 58
Quote:
Originally Posted by SolipsismX View Post


But you can lose more than 1/2 and can survive it? Where is the logic in that?


If you had said back in 2008 that you had doubt Steve Jobs would be CEO in 2012 you'd have been right... just for the wrong reasons.

 

Everyone knows the 2008 crash was due the market tanking, not AAPL. All stocks took a massive hit back then, so no one blamed Jobs. It's a much, much different situation now, where a large part of the nosedive is attributed directly to Cook's leadership. If he wants to turn things around, he needs to show that 2013 is the year of innovation, and not litigation. If he put half as much energy into launching into new markets like TV as he does into suing Samsung and others, no one would doubt him.

post #34 of 58
Quote:
Originally Posted by Flaneur View Post


Here's where your crankiness gets you in trouble. You have zero knowledge of what was behind the supply constraints, I would guess. Was it the display? Was it the friction-stir welding? Something else, or a combination? Did Cook gamble on Ive in Mansfield's absence?

Then there's the effect of the herd mentality that you're always criticizing. How much of the loss in value is media panic, or mass hysteric idiocy, as who-was-it calling it yesterday?

Even Steve was shocked by the chihuahua pack during the fake antenna crisis.

Edit: It was alfiejr. Mass hysteric idiocy. Priceless. Also, I should say I find your angle on the Market and investment interesting, but I have no idea if you're generally right.

 

I can understand any of the production constraints, except Apple was constrained on the iPhone 4, a two year old phone. I wouldn't mind knowing why, but there is no excuse for this. 

post #35 of 58
Quote:
Originally Posted by Tallest Skil View Post

 

"Irrelevant. Global financial crisis. Everyone had that happen."


Just getting ahead of the answers.

Yes, but soon thereafter, the market kept going sideways through much of 2009 while AAPL went back up quite substantially: between the start of the market really tanking in Sep 2008 and the end of 2009, the S&P500 had a return of -20%, while AAPL had +11%.

 

(Aaargh.... why am I not able to get the chart up!? I give up...)

 

post #36 of 58
Ordered my 27" on Dec 1st, it's been 8 weeks and NOTHING!

Hope it gets here soon.
post #37 of 58
Quote:
Originally Posted by cameronj View Post

That's good. Hopefully next time Apple tries to do a massive upgrade of nearly all of its product lines, it will remember to look at a calendar before it does so so it doesn't totally blow the important Christmas shopping season. Then again, I have my doubts that Tim Cook will be the CEO by then. You don't just lose a third of the company's value on your watch, because of choices that you made poorly, and survive it.

I'm curious what do you think the stock will do if Tim is shown the door? And who would take his place? Serious questions.
post #38 of 58
Still waiting on my 27" which was ordered on 11/30/12.
post #39 of 58
Quote:
Originally Posted by GadgetCanada View Post

Hopefully they'll announce a new Thunderbolt display now that they have this figured out

Assuming the delays are because of the display my guess is that the ATD display numbers are lower and not as bursty as a new iMac being announced so that even if the 27" iMacs are still in short order they will still announce and release them along with the new Mac Pro(s) (and new AirPort routers). I think the profit margins.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #40 of 58
Quote:
Originally Posted by Cash907 View Post

Everyone knows the 2008 crash was due the market tanking, not AAPL. All stocks took a massive hit back then, so no one blamed Jobs. It's a much, much different situation now, where a large part of the nosedive is attributed directly to Cook's leadership. If he wants to turn things around, he needs to show that 2013 is the year of innovation, and not litigation. If he put half as much energy into launching into new markets like TV as he does into suing Samsung and others, no one would doubt him.

Unless the attorneys are designing and building Apple's devices I don't think that has any bearing on this.
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Current Mac Hardware
AppleInsider › Forums › Mac Hardware › Current Mac Hardware › Rumor: Apple suppliers solve iMac production problems, strong sales projected