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Caught by iPad cannibalization, Apple, Inc. gambles on Mac inventory safeguards

post #1 of 103
Thread Starter 
Apple reduced its total channel inventory by a whopping $1 billion last quarter. That aggressive cut may help explain recent temporary stock-outs of low-volume products, such as Macs and accessories, as the company adopts what is said to be a more conservative approach amidst a shrinking PC market.

Products


The major behind-the-scenes changes by Apple come after the company was reportedly caught off-guard by an oversupply of Macs earlier this year. That shock may have scared Apple executives into a more careful approach with supply ? a change that remains very much a work in progress, as evidenced by major products becoming completely unavailable through resellers or even Apple's own stores for a week or more.

After Apple reported its June quarter results, investors took a particular interest in the fact that Apple's channel inventory came down more in the fiscal 2013 June quarter than it has in previous years. But Wall Street was focused on Apple's big money earners: the iPhone and iPad.

Apple's reduction of channel inventory for the iPhone and iPad could be seen as a sign that the company is drawing down inventory ahead of anticipated new product launches ? an approach the company has employed for years. Apple likes to have as much as six weeks' worth of inventory in the channel for its most popular products, in order to ensure it can meet massive demand, selling tens of millions of units each quarter.Stock-outs of Apple products have traditionally signaled a forthcoming update. In 2013, that hasn't always been the case.

Stock-outs of Apple's products ? particularly Macs ? at the company's own stores and through resellers have traditionally been a strong sign that a new product launch is imminent. In years past, Apple has drawn down channel inventory with the purpose of making room for the new models.

In 2013, that hasn't always been the case.

This year, stock-outs have occurred with Apple's most popular Macs, the MacBook Air and MacBook Pro, at seemingly random points. In fact, just this past week, multiple Apple resellers found in the AppleInsider Mac Price Guide were completely sold out of most newly updated MacBook Air models, despite the fact that the notebooks launched in June and were previously available in steady supply. Amazon, for example, was sold out of about three-quarters of Apple's latest MacBook Airs as of Thursday.

MacBook Pro inventory began slipping in early June, which many took as a sign that new models with Intel Haswell processors were around the corner. But as of August, the company's professional notebooks have not yet been upgraded.

rMBP


The stock-outs have also applied to low-volume computers like the Mac mini, and accessories like the Thunderbolt Display, which have been in and out of stock throughout the year.

People familiar with Apple's supply channels have indicated to AppleInsider that a reduction in Mac channel inventory may have been prompted by an oversupply of MacBooks seen earlier this year. That, coupled with a PC market declining in the face of tablets like the iPad, is believed to have pushed Apple to be more conservative in manufacturing and supplying new Macs.

The swing of the pendulum



Apple resellers initiated a fire sale on the high-resolution display MacBook Pros in February, chopping hundreds of dollars off of the standard price. The sale was particularly strange because Apple is historically sensitive on steep price cuts, fearing such sales could devalue its brand image in the eyes of consumers.Apple is said to have become more conservative about future Mac sales following an oversupply earlier this year, and as the overall PC market continues to shrink.

Those sales preceded an unexpected minor update and across-the-board price drop instituted by Apple in mid-February. The move was largely seen as a sign that the initial prices on Retina display MacBook Pros were too high amidst a struggling PC market, and Apple had to move the premium systems due to a backlog of inventory in the channel.

One source who spoke with AppleInsider said that Apple's managers made internal company projections that were were "overly confident" of how many Macs they would sell in 2013. In hindsight, these people didn't properly take into consideration a number of factors, including a Mac release schedule that was stacked toward the latter half of 2012, and an underestimation of the weakening PC market being hurt by Apple's own iPad.

Mac mini


Sources have speculated that Apple, in reaction to its own overestimations, has been aggressively working to reduce channel inventory for the Mac lineup. This would make it less likely for Apple to need to drastically cut prices on products in order to eliminate channel inventory.

"It could be that the pendulum swung the other way," one person said.

False alarms



Historically, stock-outs of Macs and other Apple products have been one of the first signs of an impending refresh, usually without fail.

But two times this year, availability of Apple's Thunderbolt Display has become limited, leading to speculation that new, thinner models based on the design of the new iMac could see an imminent release. So far, the same Thunderbolt Display model released in 2011 has remained.

Thunderbolt Display


In a more high-profile stock-out, Amazon completely sold out of Apple's entry-level 13-inch Retina MacBook Pro in early June. With Amazon being a major Apple reseller, many observers presumed that a refresh to the Retina MacBook Pro with Intel's latest Haswell processors might be right around the corner. But that product also has yet to see an update.

And then just last month, Apple's online store mysteriously began advertising a wait of 5 to 7 days for new Mac mini orders, before shipping times returned to normal a few days later.

The temporary Mac mini stockout came only days after Apple Chief Executive Tim Cook explained that his company was drawing down channel inventory not only on its best-selling iPhone and iPad lineups, but also for lesser selling products like the Mac and iPod.

Tim Cook


"As you know from working with us over several quarters, we typically don?t like to have any more inventory than we need," Cook explained in response to a question from analyst Katy Huberty of Morgan Stanley. "And so if we can find a way to reduce, we do so. And we have done that in both of these cases (for iPhone and iPad). We also have slight decreases in the Macintosh area and on iPod."

On the decline



Apple ended its third quarter of fiscal 2013 just below its four-to-five-week target range of Mac channel inventory. At the same time, some speculate that Mac sales may have already peaked, with the overall PC market shrinking and consumers instead turning to tablets such as Apple's iPad.

While Apple had 11 million iPhones in the channel to end the June quarter, and expects to sell through that inventory in a month and a half, the company wouldn't be able to sell that many total Macs over a six-month period, let alone six weeks.

MacBook Air


Demand is even less for Apple's desktops, like the Mac mini, and accessories, like the Thunderbolt Display ??both of which have seen stock-outs without refreshes this year.

If the Mac lineup's downward trend does continue, Apple's drawdown in inventory would be a reflection of that, allowing the company to keep better pace with the market's shifting supply and demand. But as the company seeks that perfect supply-demand balance, hiccups may be inevitable.
post #2 of 103
Apple just better have enough new Mac Pros ready when they launch my credit card is poised ready.

Seriously, Tim always has been the best in the industry when it comes to all this so I have no worries in this area.
Edited by digitalclips - 8/4/13 at 10:58am
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post #3 of 103
I wonder (as though it's not obvious) which Macs are being cannibalized the most.

I said it seven years ago: desktops and tablets are the future.

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Originally Posted by Marvin

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post #4 of 103
Until I can program on my iPad at a coffeeshop, it's MacBook Air all the way
post #5 of 103
Quote:
Originally Posted by Tallest Skil View Post

I wonder (as though it's not obvious) which Macs are being cannibalized the most.

I said it seven years ago: desktops and tablets are the future.

Depends on which target market you are referring to. According to this, among the college crowd notebooks still reign supreme;

 

http://bgr.com/2013/08/02/pc-sales-college-tablets/

post #6 of 103
I bought MacBook Air and returned it back a week later. Why? I have iPad 3 and I do a lot of web surfing and reading on iPad. I also have Mac Mini and it performs well. I don't think MacBook Air is worth it despite being beautifully designed and well built.

I'd rather have a cheap Wintel laptop since I rarely use a notebook.
post #7 of 103
Quote:
Originally Posted by Shameer Mulji View Post

Depends on which target market you are referring to. According to this, among the college crowd notebooks still reign supreme;

 

http://bgr.com/2013/08/02/pc-sales-college-tablets/

I'm not surprised. If you need a single computer that deals with storage requirements, writing essays, and basic college requirements, what else would you buy? A lot of the tablet functionality can be found on phones, yet they're not great without the use of an additional computer. That is  one area that could use significant improvement.

post #8 of 103
I think you are implying some reasons that are far more ominous than is likely the case.

I believe we didn't see a haswell MacBook Pro for a more straightforward reason. Either there were; simply not enough chips available; there was an issue to be solved with integrating the new chipsets with the retina models; or there is a more significant redesign being rolled out that simply is taking more time to complete. I know these are boring and less interesting to ponder than "the game is changing" point of view, but nine times out of ten, the boring scenarios are the correct ones.
post #9 of 103

Well, I for one, am doing my best to run my real estate business from my iPhone 4s and and an iPad Mini only.

 

 

I have an aging original intel iMac which I am using less and less because it has SL and iCloud is problematic. A little iWeb updating is about all I do on it. I'm in the process of switching to a web based free site offered by my hosting service. As much as I love iWeb, it's starting to look a little dated. 

 

At home, I want to replace my ATV and get a TimeCapsule. (Done!)

 

I may end up having to get an MBA 11" just to have the full capabilities of ML and iCloud. But I'm thinking it's the last "PC" I will every buy. 

 

Best.


Edited by christopher126 - 8/4/13 at 10:54am
post #10 of 103
When the new MBA was released I decided not to buy it for school in hopes that in the Fall a new MBP would be introduced (I prefer the MBP for the better display and processing power) hopefully I was not wrong and they release a new MBP - if not I'm going to be kicking myself for not buying the air the day it was introduced :-/
post #11 of 103
Quote:
Originally Posted by digitalclips View Post

Apple just better have enough new Mac Pros ready when they launch %u2026 my credit card is poised ready %u2026.

Seriously, Tim always has been the best in the industry when it comes to all this so I have no worries in this area.

That's actually Tim's strongpoints.  That's what his background really is.  Although he's placed in the position of CEO, his strengths were more of what a COO does.  But at least he's still there. If Tim, for some reason, was removed as CEO, he should definitely stay as COO.

 

For a company like Apple, especially with other outside pressures, the growing pains they are going through and the fact that they getting into new market (new for them and new in general), it's hard to predict the behavior of the consumer.

 

I think a lot of people tend to wait right before a new OS comes out because it also signals new computers as well. Apple users tend to be very intune with this and do tend to wait right before major announcements.  Apple is getting VERY predictable in some ways. They still manage to surprise people and every so often they have a game changer (some small and some large).  I actually would have considered a MacPro if I was looking for a new computer, but I bought last year's iMac because I needed a new computer.  But the new MacPro looks pretty darned sick.  For my immediate needs, i don't need PCI slots or external drives, and it might be overkill for what I currently use it for, but it would last me a long time and it's slick in many ways.

post #12 of 103
Quote:
Originally Posted by drblank View Post

That's actually Tim's strongpoints.  That's what his background really is.  Although he's placed in the position of CEO, his strengths were more of what a COO does.  But at least he's still there. If Tim, for some reason, was removed as CEO, he should definitely stay as COO.

For a company like Apple, especially with other outside pressures, the growing pains they are going through and the fact that they getting into new market (new for them and new in general), it's hard to predict the behavior of the consumer.

I think a lot of people tend to wait right before a new OS comes out because it also signals new computers as well. Apple users tend to be very intune with this and do tend to wait right before major announcements.  Apple is getting VERY predictable in some ways. They still manage to surprise people and every so often they have a game changer (some small and some large).  I actually would have considered a MacPro if I was looking for a new computer, but I bought last year's iMac because I needed a new computer.  But the new MacPro looks pretty darned sick.  For my immediate needs, i don't need PCI slots or external drives, and it might be overkill for what I currently use it for, but it would last me a long time and it's slick in many ways.

It's definately over kill for me these days… but over kill I can live with 1biggrin.gif I am a year over due an update because of waiting to get back to a Pro after a period with a MBP so I have saved up a year longer. Well that is the story i told my wife and I am sticking to it.
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post #13 of 103
I think what this demonstrates is that Apple is not immune to the new realities of the personal computer market. The market is forecast to contract at least another 10% and they simply don't want to want to get stuck with unsold inventory. Intel's release of Haswell has been staggered with full availability not expected until the Fall. This is the primary reason Apple's updated MBP's will not see the light of day until at least September. Apple, of course, is in a fairly strong strategic position (compared to HP, Dell, and others) due to their marketshare and profits in Smartphones and Tablets. Of course, Apple's challenge is not only updating Mac, but also their iOS devices which are under siege from the likes of Google and Samsung. All this, just to stay in the game. To continue on their path they also need to bring new, innovative products to market (TV's? Watches?). These are some of the challenges faced by Apple's management in the 'post-SJ' era...
post #14 of 103

Based on Apple's reported average selling prices and the numbers of inventory reductions it gave for iPhone and iPad in the last quarter, the $1 billion of channel inventory reduction breaks down as roughly: $348M in iPhones, $327M of iPads, and $325M of Macs, iPod & other accessories.

post #15 of 103
Author, your premise is wrong. New products are on the way. It's that simple.
post #16 of 103
Quote:
Originally Posted by Tallest Skil View Post

I wonder (as though it's not obvious) which Macs are being cannibalized the most.

I said it seven years ago: desktops and tablets are the future.

I doubt you said that 7 years ago, considering that there weren't many successful tablets around for you to know what one would be like (and the tablets that existed back then were convertible laptops), but even if you did, that still doesn't make a lot of sense considering that a laptop can easily replace a desktop (and act like one if connected to external peripherals) and is far superior to a tablet in terms of hardware.

post #17 of 103
Quote:
Originally Posted by AppleInsider View Post

The major behind-the-scenes changes by Apple come after the company was reportedly caught off-guard by an oversupply of Macs earlier this year. That shock may have [B]scared Apple executives into a more careful approach[/B] with supply ? a change that remains very much a work in progress, as evidenced by major products becoming completely unavailable through resellers or even Apple's own stores for a week or more.

 

Do you have any citation to support the assertion that Apple executes were "scared"?

Apple makes adjustments all the time to their inventory, sometimes after the fact because they don't have perfect foresight. What does fear have to do with it?

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John C. Dvorak, 2007
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post #18 of 103
Quote:
Originally Posted by TedCranmore View Post

I think you are implying some reasons that are far more ominous than is likely the case.

I believe we didn't see a haswell MacBook Pro for a more straightforward reason. Either there were; simply not enough chips available; there was an issue to be solved with integrating the new chipsets with the retina models; or there is a more significant redesign being rolled out that simply is taking more time to complete. I know these are boring and less interesting to ponder than "the game is changing" point of view, but nine times out of ten, the boring scenarios are the correct ones.

Don't forget the rumor that was posted here that Intel was going to supply a faster version of Haswell only to Apple later this year.
post #19 of 103
Quote:
Originally Posted by Tallest Skil View Post

I wonder (as though it's not obvious) which Macs are being cannibalized the most.

I said it seven years ago: desktops and tablets are the future.

I think that laptops and tablets are best selling for now.

 

Why should desktops be the future ?

 

Best Regards

post #20 of 103
Quote:
Originally Posted by Epsico View Post

I doubt you said that 7 years ago

Check MacRumors, then. I said it. I said it again when we first heard the second set of rumors of an Apple Tablet. I knew what it would imply for mobile computing and I knew that the dive desktops were taking in sales would be arrested. By the end of the decade, laptops will be the smallest portion of the market.
Quote:
Originally Posted by Teamracer View Post

Why should desktops be the future ?

Well, with tablets on the go and around the house, what purpose is there to a laptop? Having said that, people will still need something with more power than their tablet, and so since it wouldn't be moving anyway, why take a weaker stationary laptop over a powerful desktop? That desktop, then, can also manage the automated features of the home, both when you're there and when you're away. 'Course that last bit I've only added in the last, oh, two years.

Desktops, of course, are also going to go multitouch. Since they don't have to move, large touchscreens are feasible.

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Originally Posted by Marvin

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post #21 of 103
Is it possible the MacBook Pros haven't been updated because they needed to wait for Thunderbolt 2 to become available?
post #22 of 103
Quote:
Originally Posted by Rogifan View Post

Is it possible the MacBook Pros haven't been updated because they needed to wait for Thunderbolt 2 to become available?

This.

 

I think if the new MacBook Pro's don't come with Thunderbolt 2, since it was so heavily hyped by Apple in the Mac Pro preview, potential buyers, including myself, will be disappointed.  I'd like a 13" MacBook Pro Retina with a quad core processor, 16GB of RAM, and Thunderbolt 2 to drive an Apple 4K display, even if the display itself is not ready.

 

Ideally, they release the updated rMBP's, the Mac Pro, and the 4K display all at the same time.

post #23 of 103
Quote:
Originally Posted by Teamracer View Post

I think that laptops and tablets are best selling for now.

 

Why should desktops be the future ?

 

Best Regards

Tablets don't process large video files or large audio, etc. projects very well.  Don't get me wrong, tablets have a place for many people, but so does a desktop and/or laptop.  I still prefer my desktop to do about 75% of my time is spent on the desktop. I like a REAL keyboard a big screen, lots o storage, etc. etc.  I do converting video and audio files from time to time and it's nice being able to do a large video or audio file conversion in a matter of minutes, while not taxing my system to do other things at the same time.  I barely use the processor when performing a video conversion with the new systems. 

post #24 of 103
Enough with all this! I just want Apple to finally release new Haswell rMBP's and iMacs yesterday!
post #25 of 103
Quote:
Originally Posted by Rogifan View Post

Is it possible the MacBook Pros haven't been updated because they needed to wait for Thunderbolt 2 to become available?

IT's a matter of the chip sets and how much they cost and if TB 2 is just for XEON processors or not.  I seem to remember Intel putting TB on board the board the processors, so it's not Apple as much as it is Intel.

 

The other question is will Apple be implementing USB 3.1 as well (I know its not the same as TB).

 

I'm sure Apple will have at least the same  faster SSD memory as the MBAir on the new MBPR, but will they have the same SSD as in the MacPro?  For some reason, i doubt it.

 

Mobile devices will NEVER be on the same level as their high end desktop counter parts.  Whatever they do on the MBPR will be similar on the iMac.

 

Personally, I still think Apple should come out with a higher end Mac Mini that's around the same power and resources stuffed in an iMac, but just in a slightly larger case than a MacMini and have a desktop that's in between the MacMini and the MacPro.

 

It would be cool if Apple stuffed one FirePro chip with a bunch of high speed RAM inside the iMac and threw in a high end i7.  That might get some the kids all hot and bothered.

post #26 of 103
I think they are prepping for some sweeping changes, and managing inventory as close to the brink as humanly possible. When the hammer drops, they will have little to no leftover stock to deal with on any product lines. I think they're erring on the side of "too little" than "too much".

How many clues and hints do they have to drop? Between Tim Cook and Peter Oppenheimer alone, I've heard a half dozen mentions of major and sweeping across-the-board product releases including NEW products we haven't even heard of yet. Oppenheimer last said (in regards to product releases) something like, "It's going to be a very busy Fall... let's revisit things after that."

Between September and next Spring I think every product in every category is going to be affected. Heck yeah they need to keep inventory WELL managed and under control in the run-up to that period. It begins in only a month or so, by the way.

I expect we'll see a rapid momentum build and a ton of new product/upgrade announcements from there.

One more thing. Something exciting (and as-yet unrumored, I'm guessing) is also coming for the holidays. Shh, it's secret, and no, I don't know anything special. I'm completely speculating. 1wink.gif
Edited by tribalogical - 8/4/13 at 1:18pm
post #27 of 103
Quote:
Originally Posted by christopher126 View Post

Well, I for one, am doing my best to run my real estate business from my iPhone 4s and and an iPad Mini only.

 

 

I have an aging original intel iMac which I am using less and less because it has SL and iCloud is problematic. A little iWeb updating is about all I do on it. I'm in the process of switching to a web based free site offered by my hosting service. As much as I love iWeb, it's starting to look a little dated. 

 

At home, I want to replace my ATV and get a TimeCapsule. (Done!)

 

I may end up having to get an MBA 11" just to have the full capabilities of ML and iCloud. But I'm thinking it's the last "PC" I will every buy. 

 

Best.

 

I'm doing something similar. Have decided that an iPad Mini + iPhone 5 + 13" MBA is the perfect toolkit. Those three devices together will satisfy 100% of my mobile and biz needs. I can shoot and edit photos & video, manage listings, edit/print all the standard forms, etc. (MLS and ZipForms on an iPad Mini? Really?) And you can do all that pretty much anywhere. Clients love it when you can pull up extra info while showing (even alternate properties) on the fly.  I considered the 11" MBA for about 30 seconds. I don't care for the 16:9 display format at that size, and the extra screen real estate on the 13" just makes everything so much more usable and comfortable for extended sessions...

 

We're using iCloud and Dropbox a lot for managing file sharing. Looking forward to using Airdrop across all devices too.

 

The tools of the future here today! :D

post #28 of 103
Quote:
Originally Posted by Tallest Skil View Post


Check MacRumors, then. I said it. I said it again when we first heard the second set of rumors of an Apple Tablet. I knew what it would imply for mobile computing and I knew that the dive desktops were taking in sales would be arrested. By the end of the decade, laptops will be the smallest portion of the market.
Well, with tablets on the go and around the house, what purpose is there to a laptop? Having said that, people will still need something with more power than their tablet, and so since it wouldn't be moving anyway, why take a weaker stationary laptop over a powerful desktop? That desktop, then, can also manage the automated features of the home, both when you're there and when you're away. 'Course that last bit I've only added in the last, oh, two years.

Desktops, of course, are also going to go multitouch. Since they don't have to move, large touchscreens are feasible.

 

I agree with a great deal of this. My MBP was the first thing to feel redundant after getting my iPad. My iMac, not so much. I still need a small laptop for work, so a 13" MBA is coming soon. Eventually Pads (I really think the iPad defined a new category separate from what everyone called a "tablet") will evolve to the point where they "converge" with laptops and essentially eliminate them.

 

I'm also sure there will be a brief "multitouch desktop" boom, but I think it will be a short-lived fad. A novelty like "3D TV". The reality of keeping a 27" (or larger) monitor free of fingerprints is enough to kill that idea. That and "repetitive stress tired arm syndrome" that would come from waving at a vertical screen "minority report-style" all day. :P

 

I do think we'll see more "gesture based" and desktop-based multi-touch controllers, ala the Leap and the Magic Trackpad. Those will improve a ton in the future. Converge Leap and the Magic Trackpad and… that's more like it. :)

 

Wearables and new "sixth sense interfaces" will also alter the paradigm a bit more. We're definitely headed into a new "post-PC" era. It'll be interesting to see how it all plays out!

post #29 of 103
I just want a me a Mac Pro with a 27" class retina display. Simple wants.
post #30 of 103
Quote:
Originally Posted by Steven N. View Post

I just want a me a Mac Pro with a 27" class retina display. Simple wants.

It is a shame the 30" ACD was discontinued. I wonder with the new Mac Pro Apple might re introduced a real man sized screen? 1smoking.gif
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post #31 of 103
Quote:
Originally Posted by Phone-UI-Guy View Post


Don't forget the rumor that was posted here that Intel was going to supply a faster version of Haswell only to Apple later this year.

It was a version of haswell with there top of the line video processor , Intel’s GT3e (Iris Pro 5200).

post #32 of 103
Portables and wireless devices reign supreme. Of course, laptops and desktops are needed to create the content for iPhones and iPads, but that won't always be the case. I understand even John Carmack recently tweeted that he was hammering out code on his iPad!

Proud AAPL stock owner.

 

GOA

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Proud AAPL stock owner.

 

GOA

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post #33 of 103
At least this isn't a DED article!

The problem that is see in these forecasts abpnd so forth is that the state of the economy is never mentioned nor the likely hood that it will get worst. People are far more conservative with their money these days.

Combine that with grossly expensive computers like the RMBP and you have Apple in a position where they have to adjust inventory. It will be interesting to see what happens to the non retina MBP,I don't really think Apple can afford to drop them unless they can significantly reduce the price on the retina machine.

In a nut shell the fact that the economy sucks right now is a factor that can't be dismissed in any discussion about computer sales. Sure tablets have an impact but that is in part due to being cheap.
post #34 of 103
Quote:
Originally Posted by tribalogical View Post

I think they are prepping for some sweeping changes, and managing inventory as close to the brink as humanly possible. When the hammer drops, they will have little to no leftover stock to deal with on any product lines. I think they're erring on the side of "too little" than "too much".

How many clues and hints do they have to drop? Between Tim Cook and Peter Oppenheimer alone, I've heard a half dozen mentions of major and sweeping across-the-board product releases including NEW products we haven't even heard of yet. Oppenheimer last said (in regards to product releases) something like, "It's going to be a very busy Fall... let's revisit things after that."

Between September and next Spring I think every product in every category is going to be affected. Heck yeah they need to keep inventory WELL managed and under control in the run-up to that period. It begins in only a month or so, by the way.

I expect we'll see a rapid momentum build and a ton of new product/upgrade announcements from there.

One more thing. Something exciting (and as-yet unrumored, I'm guessing) is also coming for the holidays. Shh, it's secret, and no, I don't know anything special. I'm completely speculating. 1wink.gif

Well Put.  Like Cook and Oppenhiemer have been saying for months major updates and new products will be introduced this fall and all through 2014, these reductions in channel inventory could and probably are a precursor to that happening.  I agree.

 

I would add one more thing too.  All of the press pundits and idiot analysts have been focussing on the annoyingly negative news that apple is dying because no new products are coming out but ignoring the fact that Cook and Oppenhiemer said in Q2 that new products were coming this fall and all through 2014.  They look at something like this article and say well there reducing there inventory because there "scared" or "overconfident".   The real truth is more likely like tribalogical says that the reduction is for the introduction of new product and updated product.   But hell we can have any good news about Apple can we!/s/s/s/s/s


Edited by Mechanic - 8/4/13 at 1:59pm
post #35 of 103
I see Microsoft just gave Surface Pro a $100 price cut. Seems to me consumers are voting with their wallet against these convergence devices.
post #36 of 103
Quote:
Originally Posted by tribalogical View Post

Have decided that an iPad Mini + iPhone 5 + 13" MBA is the perfect toolkit. Those three devices together will satisfy 100% of my mobile and biz needs.

 

If we could get a MacBook Air with cellular data we could dump the iPad altogether, especially if it supported SMS text messaging. Then all I'd need is a simple, voice-only telephone (iPhone 5C?).

post #37 of 103
Quote:
Originally Posted by Rogifan View Post

I see Microsoft just gave Surface Pro a $100 price cut. Seems to me consumers are voting with their wallet against these convergence devices.

 

That business and consumers are all sticking their noses up at the Pro has got to be the biggest surprise at Mocrosoft. The Pro needs a god-awful amount of RAM because of the size of memory Win8 squats on. Plus, I hear it' runs a bit slow due to the OS being more of a load that that "trick" can haul around. There were too many compromises in trying to keep the Surface show a decent amount of time away from the charger at the base RAM level. 

 

So we have the RT that is compatible with nothing and good at nothing and desirable by no one.

And then we have the Pro that is compatible with everything, slow and bulky, and a RAM hog that suck at the battery like a bucket calf.

 

Neither one makes a good laptop or a good tablet and still require a $100+ cover that is not good at being a keyboard.

 

It that about it??

 

It's my opinion that the Pro makes a good bun warmer for the holiday table if you don't mind the fan noise.

"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #38 of 103
Quote:
Originally Posted by v5v View Post

 

If we could get a MacBook Air with cellular data we could dump the iPad altogether, especially if it supported SMS text messaging. Then all I'd need is a simple, voice-only telephone (iPhone 5C?).

Use Skype on the MBA and you're good to go, if you don't mind Uncle Fester looking over your shoulder.  I think SMS is coming in iOS 7.

"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #39 of 103
Quote:
Originally Posted by AppleInsider View Post

The major behind-the-scenes changes by Apple come after the company was reportedly caught off-guard by an oversupply of Macs earlier this year.

 

Just yesterday we were talking about Apple immediately selling everything they make as fast as they can make it. I guess we were wrong.

 

The context was a co-worker and me wanting Apple to make some design changes, but feeling that it was unlikely it will ever happen because you can't argue with success. Now I wonder...

 

Is it possible that declining sales of certain products are NOT the result of cannibalization by the iPad, but rather buyers just not being happy with the current offerings? I know that's the case for me -- I haven't updated my aged MacBook Pro or iPhone because I don't care for the current offerings -- but I always I assumed I was the only one. Is anyone else thumbing their nose at what Apple sells now and waiting to see if the next redesign is better?

post #40 of 103
Quote:
Originally Posted by wizard69 View Post

At least this isn't a DED article!

The problem that is see in these forecasts abpnd so forth is that the state of the economy is never mentioned nor the likely hood that it will get worst. People are far more conservative with their money these days.

Combine that with grossly expensive computers like the RMBP and you have Apple in a position where they have to adjust inventory. It will be interesting to see what happens to the non retina MBP,I don't really think Apple can afford to drop them unless they can significantly reduce the price on the retina machine.

In a nut shell the fact that the economy sucks right now is a factor that can't be dismissed in any discussion about computer sales. Sure tablets have an impact but that is in part due to being cheap.

 

The down economy has forced people to rethink buying crap computers... that's why Apple's been winning in all categories. Yeah, I know the Mac line took a dip this time around, due to cutting a lot of inventory out of the pipeline. But Apple has had its best years during this economy. The economy is actually improving, albeit slowly, so read some real economic news.

"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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