How can order fulfillment be pushed that far out already unless orders are still coming in fast and furious or there's a production problem that affects all models (not just white)? I mean, sure, 600K is a lot for one day, but not much at all for a month, not for Apple and the iPhone.
Apple is failed Economics 101. With the past record selling of iPhones and now there botching the initial pre-order and having less than 10000 White models tells me that someone at Apple is getting yelled at by Steve Jobs, rightly so!
The software/ordering glitches were, and remain so bad, don't have any idea how many were sold.
I received THREE seperate confirmations of iphones reserved at the apple store for me, before I ever ordered my first to be delivered to my residence.
I didn't order them, but I have three reserved..... I'll take one for my wife though.
You have three confirmations for reserved iphones that you never requested, ya I believe that. Apple needs to create phantom reservations for products in such demand that it can't even fulfill real orders for them.
Apple is failed Economics 101. With the past record selling of iPhones and now there botching the initial pre-order and having less than 10000 White models tells me that someone at Apple is getting yelled at by Steve Jobs, rightly so!
Where did you get the 10,000 White iPhone 4 models number? This is the first I've seen it.
That's enough to give each Apple Store 40 on launch day.
Where did you get the 10,000 White iPhone 4 models number? This is the first I've seen it.
I am pretty sure the real number is 0. The fact that they pulled the preorder at the last minute and Best Buy never got the message seems to indicate a problem they caught before release.
The earlier reports were that they would have 6 million units for launch weekend and they expected 2 million pre-orders. If they built up a supply of 3GS units and then switched to iphone 4 production in late April or early May, the 6 million figure seems to add up. Buit where are the 6 million phones then?
The 600,000 figure does not make much sense. They have been selling close to 3 million phones a month, or more than 600,000 per week. Figuring everyone who would have bought one in June has been waiting since the announcement, if not longer, the normal demand level would account for more than 600,000 devices by now. This is NOT a big number or a huge success for Apple, it is a normal weeks volume packed into a day after normal sales were all but cutoff for a week. Weird. Is it possible Apple is only allowing pre-orders for 10% and the other 90% will be for walkins? That will really irk the people who pre-ordered today and have to wait several weeks to get a phone they could have picked up in store. Plus many WILL pick it up in the store and cancel the pre-order which will be a mess for Apple. That just does not seem likely. Did the 6 million iphone 4's not materialize? Were many of them (White, or white and some black?) defective? There is definitely something messed up with this.
I guess we will find out if Apple really does have millions of phones to sell by the end of the June quarter like Wall Street believes. Either people with these late ship dates will be pleasently surprised next week, or the stores will have plenty of unclaimed stock while the early birds wait. Or there really is less than a million iPhone 4 units for a launch that was expected to exceed the 3Gs's 3 million unit opening weekend. Hmmmmmmmmm.
It should only take them a month to build 3MM devices, possibly less. With the ramp expectations, and the likely reality that they only want half the units to be delivered (so store crowds are in the news), it still seems like there are a whole lot of missing units.
Ithink Apple is going to have to put more thought into automated assembly provisions in their designs in the future.
Your quote on the manufacturing lead times is dubious.
Apple is failed Economics 101. With the past record selling of iPhones and now there botching the initial pre-order and having less than 10000 White models tells me that someone at Apple is getting yelled at by Steve Jobs, rightly so!
Hmm...fail...the company earned about US$32B last quarter, and held on to about a quarter of that while the great majority of the rest of the sector was essentially flat year over year....HP made 10%, year over year on about the same earnings, Apple made about 25%.
Please re-explain how, from the perspective of a company required to deliver a profit to its shareholders (and not from the view of a 14 year old poster), that's a fail.
Hmm...fail...the company earned about US$32B last quarter, and held on to about a quarter of that while the great majority of the rest of the sector was essentially flat year over year....HP made 10%, year over year on about the same earnings, Apple made about 25%.
Please re-explain how, from the perspective of a company required to deliver a profit to its shareholders (and not from the view of a 14 year old poster), that's a fail.
Wow!
Watch out, you'll only end up underlining somebody's feelings of inadequacy over their Sprint service and 'other' less desirable electronics device.
You have three confirmations for reserved iphones that you never requested, ya I believe that. Apple needs to create phantom reservations for products in such demand that it can't even fulfill real orders for them.
Yes, I received three reserved for pickup emails. And I didn't fill Them out. I even tried the cancel order tab, with no response. I'm not saying it's a conspiracy. What I am saying is there will be three reserved phones, apparently for me. And I intend on buying ONE. Because of the software meltdown, I'm sure SOME people will get phones sooner than expected.... Thats all.
It took me until 13:00 pst time to get one. And all three emails were prior to that time.
Gruber, yesterday had an interesting comment about iPhone 4 vs. latest Android phone, reproduced here.
I think it's a mistake on the part of Android makers to go this route, and the rush on iPhone 4, I think, bears this out, at least to some extent*. You aren't really getting that much more screen real estate on the Android phones, not enough that it changes the phone into something iPad-like, so it's basically just going to mean the screen elements are marginally larger, or maybe you can see an extra item in a list, but it becomes more awkward in the hand, and more to lug around. On the other hand, getting smaller means fitting in a pocket more easily (or into other places where it didn't fit well before) and better facilitates one-handed use. The RAZR, after all, was wildly popular based almost entirely on it's small size, and I think people generally don't want their phone to be bigger than it absolutely has to be.
* OK, there are lots of other things that make the phone attractive to lots of people, but I think the size is an important feature.
It requires a huge effort to reduce the size of a phone. HTC is lazy, instead of inventing or using smaller components they just make the phone bigger to put everything in it. The same thing with the shape: it bulges when it has to unlike the slim streamlined iPhone 4. That attention to detail is what sets Apple apart.
Comments
The software/ordering glitches were, and remain so bad, don't have any idea how many were sold.
I received THREE seperate confirmations of iphones reserved at the apple store for me, before I ever ordered my first to be delivered to my residence.
I didn't order them, but I have three reserved..... I'll take one for my wife though.
Production issues with white model?
Apple is failed Economics 101. With the past record selling of iPhones and now there botching the initial pre-order and having less than 10000 White models tells me that someone at Apple is getting yelled at by Steve Jobs, rightly so!
My .02.
The software/ordering glitches were, and remain so bad, don't have any idea how many were sold.
I received THREE seperate confirmations of iphones reserved at the apple store for me, before I ever ordered my first to be delivered to my residence.
I didn't order them, but I have three reserved..... I'll take one for my wife though.
You have three confirmations for reserved iphones that you never requested, ya I believe that. Apple needs to create phantom reservations for products in such demand that it can't even fulfill real orders for them.
Apple is failed Economics 101. With the past record selling of iPhones and now there botching the initial pre-order and having less than 10000 White models tells me that someone at Apple is getting yelled at by Steve Jobs, rightly so!
Where did you get the 10,000 White iPhone 4 models number? This is the first I've seen it.
That's enough to give each Apple Store 40 on launch day.
Where did you get the 10,000 White iPhone 4 models number? This is the first I've seen it.
I am pretty sure the real number is 0. The fact that they pulled the preorder at the last minute and Best Buy never got the message seems to indicate a problem they caught before release.
The earlier reports were that they would have 6 million units for launch weekend and they expected 2 million pre-orders. If they built up a supply of 3GS units and then switched to iphone 4 production in late April or early May, the 6 million figure seems to add up. Buit where are the 6 million phones then?
The 600,000 figure does not make much sense. They have been selling close to 3 million phones a month, or more than 600,000 per week. Figuring everyone who would have bought one in June has been waiting since the announcement, if not longer, the normal demand level would account for more than 600,000 devices by now. This is NOT a big number or a huge success for Apple, it is a normal weeks volume packed into a day after normal sales were all but cutoff for a week. Weird. Is it possible Apple is only allowing pre-orders for 10% and the other 90% will be for walkins? That will really irk the people who pre-ordered today and have to wait several weeks to get a phone they could have picked up in store. Plus many WILL pick it up in the store and cancel the pre-order which will be a mess for Apple. That just does not seem likely. Did the 6 million iphone 4's not materialize? Were many of them (White, or white and some black?) defective? There is definitely something messed up with this.
I guess we will find out if Apple really does have millions of phones to sell by the end of the June quarter like Wall Street believes. Either people with these late ship dates will be pleasently surprised next week, or the stores will have plenty of unclaimed stock while the early birds wait. Or there really is less than a million iPhone 4 units for a launch that was expected to exceed the 3Gs's 3 million unit opening weekend. Hmmmmmmmmm.
It should only take them a month to build 3MM devices, possibly less. With the ramp expectations, and the likely reality that they only want half the units to be delivered (so store crowds are in the news), it still seems like there are a whole lot of missing units.
Ithink Apple is going to have to put more thought into automated assembly provisions in their designs in the future.
Your quote on the manufacturing lead times is dubious.
Please provide hard verified data.
Apple is failed Economics 101. With the past record selling of iPhones and now there botching the initial pre-order and having less than 10000 White models tells me that someone at Apple is getting yelled at by Steve Jobs, rightly so!
Hmm...fail...the company earned about US$32B last quarter, and held on to about a quarter of that while the great majority of the rest of the sector was essentially flat year over year....HP made 10%, year over year on about the same earnings, Apple made about 25%.
Please re-explain how, from the perspective of a company required to deliver a profit to its shareholders (and not from the view of a 14 year old poster), that's a fail.
Hmm...fail...the company earned about US$32B last quarter, and held on to about a quarter of that while the great majority of the rest of the sector was essentially flat year over year....HP made 10%, year over year on about the same earnings, Apple made about 25%.
Please re-explain how, from the perspective of a company required to deliver a profit to its shareholders (and not from the view of a 14 year old poster), that's a fail.
Wow!
Watch out, you'll only end up underlining somebody's feelings of inadequacy over their Sprint service and 'other' less desirable electronics device.
How many iphones will each store have on 6/24?
I ordered mine from best buy yesterday and they told me I was preorder #15. Do you think I will get my iphone on 6/24?
You should be fine...don't sweat it
I wonder how many suicides this increased production demand will cause.
Run along TROLL. You're beating a dead horse....
My Radio Shack manager thinks he's going to get me my White 32 next Thursday. So I'm pretty sure there some small number of White units in the wild.
Are you in the market for a unicorn? Call me.
You have three confirmations for reserved iphones that you never requested, ya I believe that. Apple needs to create phantom reservations for products in such demand that it can't even fulfill real orders for them.
Yes, I received three reserved for pickup emails. And I didn't fill Them out. I even tried the cancel order tab, with no response. I'm not saying it's a conspiracy. What I am saying is there will be three reserved phones, apparently for me. And I intend on buying ONE. Because of the software meltdown, I'm sure SOME people will get phones sooner than expected.... Thats all.
It took me until 13:00 pst time to get one. And all three emails were prior to that time.
Gruber, yesterday had an interesting comment about iPhone 4 vs. latest Android phone, reproduced here.
I think it's a mistake on the part of Android makers to go this route, and the rush on iPhone 4, I think, bears this out, at least to some extent*. You aren't really getting that much more screen real estate on the Android phones, not enough that it changes the phone into something iPad-like, so it's basically just going to mean the screen elements are marginally larger, or maybe you can see an extra item in a list, but it becomes more awkward in the hand, and more to lug around. On the other hand, getting smaller means fitting in a pocket more easily (or into other places where it didn't fit well before) and better facilitates one-handed use. The RAZR, after all, was wildly popular based almost entirely on it's small size, and I think people generally don't want their phone to be bigger than it absolutely has to be.
* OK, there are lots of other things that make the phone attractive to lots of people, but I think the size is an important feature.
It requires a huge effort to reduce the size of a phone. HTC is lazy, instead of inventing or using smaller components they just make the phone bigger to put everything in it. The same thing with the shape: it bulges when it has to unlike the slim streamlined iPhone 4. That attention to detail is what sets Apple apart.
Yep