Strong demand pushes new iPad 2 shipments from Apple back to 3-4 weeks

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  • Reply 21 of 46
    It's nice that the iPad is faster and thinner, but I think I may pass until the iPad 3 is released, when it, hopefully, has a sharper screen, stereo speakers and better cameras.
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  • Reply 22 of 46
    nkhmnkhm Posts: 928member
    Quote:
    Originally Posted by dolphin0611 View Post


    It's nice that the iPad is faster and thinner, but I think I may pass until the iPad 3 is released, when it, hopefully, has a sharper screen, stereo speakers and better cameras.



    I would wait until iPad 6 when it rolls up and goes in your pocket and has teleportation functionality.



    Anyone that thinks iPad has a display issue obviously hasn't viewed some hi res images on one. The display is beautiful.
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  • Reply 23 of 46
    rabbit_coachrabbit_coach Posts: 1,114member
    Quote:
    Originally Posted by Debaser1000 View Post


    Just for some perspective, I was on vacation at Amelia Island in Florida. I went to the North Jacksonville Best Buy. This store had an Apple Store within the store. I got there at about 4:15 local time and was probably about 40 deep in the line. When 4:30 came, tickets started going out, and by about person 30 the employee announced, "All the 16 GB WiFi models are gone." When the employee got to me I asked for a 64 GB 3G AT&T (AT&T service is astounding in my area, so trolls can suck it). When the employee opened the envelope designated for those tickets, there were still at least 10 tickets available, and that's a very low-ball estimate as I was quite giddy at the time for having actually received a ticket. She went through the rest of the line and everyone got a ticket, there being about 70 people waiting.



    While there may be talk of a purposeful launchday undersupply by Apple to create hype, I didn't see it. A lowly Jacksonville Best Buy had at least 70, probably more like 100, on launch day. If Apple was supplying this unimportant (media-wise) Best Buy store with such a robust supply, then there logically must have been a pretty good supply overall. This gives support to the assertion that Apple was not necessarily trying to create hype, there were just so many damn buyers.



    P.S. Around me, no one had previously owned an iPad. Of 7 people I talked to, ranging from old to young, and all races, no one had owned an iPad. This speaks to the high level of demand for this product from people who are not Apple fan boys, of which I am one.



    I wonder how many thousends of retail stores just like the one you described exist in US. If they had all 100+ iPads in stock and if you add all the online purchases, you would end up with more than a million sold on the first weekend. Well done apple!!
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  • Reply 24 of 46
    rabbit_coachrabbit_coach Posts: 1,114member
    Quote:
    Originally Posted by nkhm View Post


    I would wait until iPad 6 when it rolls up and goes in your pocket and has teleportation functionality.



    Anyone that thinks iPad has a display issue obviously hasn't viewed some hi res images on one. The display is beautiful.



    But but.... Isn't the iPad 7 going to have a built in 3D holographic projector?
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  • Reply 25 of 46
    Two factors:



    I think that everyone simply underestimated how popular this device was going to be and that Apple had had no way of making enough to satisfy everyone at launch.



    As many as 40 million people are going to buy one this year. What if only 15% of those projected buyers wanted to buy it on launch day? That's 6 million iPads. That's DOUBLE what they sold in the entire month of December of last year.



    That was only 2 months ago...



    What if 20% wanted it "right away?"



    It's a good headache for Apple to have.
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  • Reply 26 of 46
    brucepbrucep Posts: 2,823member
    Quote:
    Originally Posted by anwerman View Post


    Two factors:



    I think that everyone simply underestimated how popular this device was going to be and that Apple had had no way of making enough to satisfy everyone at launch.



    As many as 40 million people are going to buy one this year. What if only 15% of those projected buyers wanted to buy it on launch day? That's 6 million iPads. That's DOUBLE what they sold in the entire month of December of last year.



    That was only 2 months ago...



    What if 20% wanted it "right away?"



    It's a good headache for Apple to have.



    dude we all kew it was a hot item



    middle of the sun hot maybe not





    9
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  • Reply 27 of 46
    MacPromacpro Posts: 19,873member
    Obviously this question pales compared to the human concerns in Japan. However as a large AAPL investor, I am bracing for the effect on Apple that Japan's terrible news may have removed 40% of world wide NAND and 15% of DRAM production off the table for the foreseeable future . Of course all mobile technology will be hit and perhaps Apple will be in the strongest position? Does anyone here know what the percentage of Apple's supplies come from Japan?
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  • Reply 28 of 46
    Quote:
    Originally Posted by digitalclips View Post


    Obviously this question pales compared to the human concerns in Japan. However as a large AAPL investor, I am bracing for the effect on Apple that Japan's terrible news may have removed 40% of world wide NAND and 15% of DRAM production off the table for the foreseeable future . Of course all mobile technology will be hit and perhaps Apple will be in the strongest position? Does anyone here know what the percentage of Apple's supplies come from Japan?



    I would imagine that some sort of disaster scenario planning must have taken place in many of these companies, and supply chains are being retooled (probably being shifted abroad) as we speak. There may be some temporary disruptions, but probably not anything significant for the longer haul.



    (Serious aside:My heart goes out to the Japanese people.)
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  • Reply 29 of 46
    Quote:
    Originally Posted by perfdata View Post


    Went to the closest Apple store today around noon and had a 32gb black wi-fi in my hands in about 3 minutes, I can't believe my timing. Not trying to rub it in, I called the store last night and they suggested showing up around noon. Said second shipment of the day, they we're opening the box when they reserved mine.



    This thing is slick!



    So where was the store?
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  • Reply 30 of 46
    SpamSandwichspamsandwich Posts: 33,407member
    Quote:
    Originally Posted by anantksundaram View Post


    I would imagine that some sort of disaster scenario planning must have taken place in many of these companies, and supply chains are being retooled (probably being shifted abroad) as we speak. There may be some temporary disruptions, but probably not anything significant for the longer haul.



    (Serious aside:My heart goes out to the Japanese people.)



    Although more sypathetic to the plight of the earthquake and tsunami victims I couldn't be, the Japanese disaster deserves it's own, more serious thread so I'll just quickly get that out of the way as I ask if there have been any credible tallies thus far on number of iPads sold? I've discovered every single place I've checked is now sold out. Every one.
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  • Reply 31 of 46
    melgrossmelgross Posts: 33,722member
    Quote:
    Originally Posted by Rabbit_Coach View Post


    But but.... Isn't the iPad 7 going to have a built in 3D holographic projector?



    Probably, considering some of Apple's patents.
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  • Reply 32 of 46
    melgrossmelgross Posts: 33,722member
    Quote:
    Originally Posted by digitalclips View Post


    Obviously this question pales compared to the human concerns in Japan. However as a large AAPL investor, I am bracing for the effect on Apple that Japan's terrible news may have removed 40% of world wide NAND and 15% of DRAM production off the table for the foreseeable future . Of course all mobile technology will be hit and perhaps Apple will be in the strongest position? Does anyone here know what the percentage of Apple's supplies come from Japan?



    Most of Apple's parts come from S Korean manufacturers, who likely make a great deal of their product in China. How much comes from Japan, I don't know.
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  • Reply 33 of 46
    MacPromacpro Posts: 19,873member
    Quote:
    Originally Posted by melgross View Post


    Most of Apple's parts come from S Korean manufacturers, who likely make a great deal of their product in China. How much comes from Japan, I don't know.



    In which case that 40% of the world's NAND production from Japan is likely to be used by Apple competitors one would assume.
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  • Reply 34 of 46
    MacPromacpro Posts: 19,873member
    Quote:
    Originally Posted by SpamSandwich View Post


    Although more sypathetic to the plight of the earthquake and tsunami victims I couldn't be, the Japanese disaster deserves it's own, more serious thread so I'll just quickly get that out of the way as I ask if there have been any credible tallies thus far on number of iPads sold? I've discovered every single place I've checked is now sold out. Every one.



    Thank you, sorry for starting it here. I too am in horror at what is happening but feel this is news worthy in the tech industry which of course Apple is the leader.
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  • Reply 35 of 46
    melgrossmelgross Posts: 33,722member
    Quote:
    Originally Posted by digitalclips View Post


    In which case that 40% of the world's NAND production from Japan is likely to be used by Apple competitors one would assume.



    That could be true. Apple splits purchases, but other than Samsung and Hynix right now, I don't know if they're buying from anyone else for their mobile products, not counting the laptop lines.
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  • Reply 36 of 46
    melgrossmelgross Posts: 33,722member
    Quote:
    Originally Posted by digitalclips View Post


    Thank you, sorry for starting it here. I too am in horror at what is happening but feel this is news worthy in the tech industry which of course Apple is the leader.



    I would think we all feel pretty bad about this situation. With an entire small town of 9,500 or so people being washed away, the situation is a horror. But in talking about component shortages and such, we don't need to express our sorrow to show others that we're not heartless. The financial sites and papers are talking about this as well without expressing sadness every other sentence. It can be assumed that writers are sympathetic, as are posters to forums.
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  • Reply 37 of 46
    MacPromacpro Posts: 19,873member
    Quote:
    Originally Posted by melgross View Post


    I would think we all feel pretty bad about this situation. With an entire small town of 9,500 or so people being washed away, the situation is a horror. But in talking about component shortages and such, we don't need to express our sorrow to show others that we're not heartless. The financial sites and papers are talking about this as well without expressing sadness every other sentence. It can be assumed that writers are sympathetic, as are posters to forums.



    I agree however, you know as well as I do any such questions will be hammered as insensitive without some disclaimer ... people that reply on blogs most often don't read too deeply and knee jerk and miss quote all too often.
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  • Reply 38 of 46
    xsuxsu Posts: 401member
    Quote:
    Originally Posted by melgross View Post


    Most of Apple's parts come from S Korean manufacturers, who likely make a great deal of their product in China. How much comes from Japan, I don't know.



    since ipad uses Toshiba NAND chips, this earth quake related shutdown is a serious problem
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  • Reply 39 of 46
    melgrossmelgross Posts: 33,722member
    Quote:
    Originally Posted by digitalclips View Post


    I agree however, you know as well as I do any such questions will be hammered as insensitive without some disclaimer ... people that reply on blogs most often don't read too deeply and knee jerk and miss quote all too often.



    The problem we have is that many posters are too lazy to read posts more than a few before their own post, and so we repeat the same thing over and again. I feel terrible about the whole thing, and some of my daughter's schoolmates in the UK have family in Japan, and she called us in distress over this. But to have to repeat it every few posts for newcomers shouldn't be required.
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  • Reply 40 of 46
    melgrossmelgross Posts: 33,722member
    Quote:
    Originally Posted by xsu View Post


    since ipad uses Toshiba NAND chips, this earth quake related shutdown is a serious problem



    Yes, they do seem to be using Samsung RAM, and at least for some, Toshiba NAND. But as far as I know, this shouldn't be a problem for Apple, and this report pretty much confirms that:



    A quote, and then the link:



    Quote:

    Market Impact:

    Some press reports explain that such a difficulty could impact Apple's shipments of iPhones, iPods, iPad tablets, and even computers. This is highly unlikely. Apple, estimated to consume between 25-30% of all NAND flash produced, is simply too large of a customer for any NAND producer to put off. If suppliers find that there is not enough NAND to satisfy their customers' needs, these suppliers will reduce shipments to their smallest customers first, waiting as long as possible to reduce shipments to their largest customers.







    http://www.professormemory.edn.com/b...availability-a



    Other manufacturers should be worried though.
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