Apple chassis supplier Catcher sees revenue drop in likely switchover to 'iPhone 7' production

Comments

• Reply 1 of 2

  lkrupp Posts: 10,557member

  July 8, 2016 3:31PM

  Can we just stop with the rumors and innuendo on AppleInsider? This is the kind of crap analysts use to manipulate stock prices. Apple is doomed. Apple is not doomed. Apple is doomed. Apple is not doomed. All these reports do, good or bad, is confirm the biases of those with axes to grind.
• Reply 2 of 2

  rare comment Posts: 199member

  July 8, 2016 3:52PM

  At the iPhone's scale, I wonder what is the cost of the "lumpiness" of production. Not just the tools and machining which seem overtaxed at launch and then likely underutilized six months later, but also the cost of compressed development time (if chassis are already in production, final design had to be specified months ago and so the cutoff for inclusion of new technologies is even earlier, etc.). Smaller production runs, although more expensive, should allow either or both of (i) inclusion of more recent advances or (ii) more development and planning time. None of this is news but I wonder how much this costs in terms of sales and profits. Interestingly, I also don't see an easy way out of this problem. So long as there is a large cohort of consumers who want the most up-to-date phone, there will be massive demand at launch and a tradeoff between efficiency and disappointed customers.