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MacRumors
Nov 3, 2008, 11:09 AM
http://www.macrumors.com/images/macrumorsthreadlogo.gif (http://www.macrumors.com/2008/11/03/apple-cutting-q4-iphone-production/)

AlleyInsider (http://www.alleyinsider.com/2008/11/apple-slashes-iphone-production-says-chip-analyst-aapl-) reports on a new analyst report from Friedman Billings Ramsey which claims that Apple's iPhone production could fall "more than 40%" in the 4th Quarter of 2008. AlleyInsider points out this may simply represent a surplus of iPhone production from Q3 2008 and the decrease in Q4 is to adjust inventory to match demand.

Another contributing factor is believed to be the recent economic downturn:That the firm's iPhone production plans are being revised lower suggests that the global macroecomomic weakness is impacting even high-end consumers, those that are more likely to buy Apple's expensive gadgets, and that no market segment will be spared in this global downturn. This is a negative signal for global demand, in our view.The analyst bases his findings on "recent checks" on the chip industry. The news comes shortly after Apple reported (http://www.macrumors.com/2008/10/30/iphone-with-2-3-market-share-and-even-attracting-lower-income-households/) record iPhone earnings capturing 2.3% of the mobile phone market.

Article Link: Apple Cutting Q4 iPhone Production? (http://www.macrumors.com/2008/11/03/apple-cutting-q4-iphone-production/)



autumn
Nov 3, 2008, 11:11 AM
They've sold enough already....makes sense...:D

jacekwo
Nov 3, 2008, 11:16 AM
Friedman Billings could be trying to get some attention to themselves since their stock is crazy in the crapper.

Daniel0418
Nov 3, 2008, 11:16 AM
They've sold enough already....makes sense...:D

No guys... The assumption that apple is affected by our economy is ridiculous! APPLE IS STILL AMAZING!!! I don't care how bad me and my family are doing at home I will still purchase apple products because I am a fan boy! Don't worry apple we will give up our lives for you!!!.... ugh! I can't wait for the flood of comments argueing this topic.... Is apple a company in the U.S.? Is there stock lower? Could sales be higher? YeS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! They ARE affected so shut up!

mdriftmeyer
Nov 3, 2008, 11:23 AM
Classic: The guy predicts a slow down based upon other competitors performance projections?

BenRoethig
Nov 3, 2008, 11:24 AM
Considering that iPhones counted for 40% of Apple's revenue in Q4, this could create the illusion of a bad quarter for Q1, especially since Q4 was artificially inflated with the result of a year and half of iPhone sales.

Mac Maven
Nov 3, 2008, 11:24 AM
As long as Apple isn't seeing negative trends in the iPhone market, it's good that production is being reduced concomitant with the macroeconomic scene. Long ago Apple caused itself fiscal issues by stuffing the channels with excess Mac inventory.

jlwillia
Nov 3, 2008, 11:25 AM
On the subject of iphones, of course demand will be less today than it was before this whole meltdown. Simple economics will tell you that discretionary goods such as phones, ipods, and high-end computers (mostly what apple produces) WILL be affected by the economic slowdown. Those of you who are "fanboys" and will buy these things regardless are either (1) rich enough that the economic slowdown doesn't bother you; (2) protected from the economic slowdown perhaps because of the industry you work; (3) not very financially wise.

gifford
Nov 3, 2008, 11:26 AM
doesn't some moron say something similar this time every year (and be proved wrong)

Delicious-Apple
Nov 3, 2008, 11:29 AM
I wonder if we'll be seeing a 32Gb iPhone around January to push us through until a 3rd Gen iPhone in Summer 09. It should be interesting to see where they go from here on out. The iPhone is rolling out in lots of different countries, they are bound to be lining up something to sustain interest/sales.

3G iPhone at $99
3G iPhone with added software/service value
Storage bump
New iPhone with iSight camera
New iPhone with better stills camera
iPhone Nano

We shall see...

BarcelonaApple
Nov 3, 2008, 11:34 AM
Another day, another prediction from analysts.

AW.kennedy
Nov 3, 2008, 11:42 AM
well it makes sense, most people would get this device when it came out. its not like you'd need constant production when its on a 18-24 month contract.

zombitronic
Nov 3, 2008, 11:44 AM
These guys are rarely right and most often sensationalists looking for attention. What's up with this making Page 1?

ipedro
Nov 3, 2008, 11:45 AM
I wonder why the article doesn't speculate that we may be seeing a reduction in the production of the current iPhone because there may probably be an update coming in January.

With MacBook's and allegedly the iMac and Mac Mini seeing an update before MacWorld, I'd suspect that Apple is going to talk about a new iPhone size (32GB) and different back colors.

A combination of the existing stock and the reduced production can be supplemented by the new 32GB and new colors.

Mitch1984
Nov 3, 2008, 11:51 AM
This is probably because of the following:

They either have enough iPhones to last a while, whilst still selling at a decent rate.

OR

They are going to deliberately run down stock so they can launch a 32GB iPhone.

But watch the investors still panic.
Could be that they're selling less, but probably not.

samab
Nov 3, 2008, 11:53 AM
Classic: The guy predicts a slow down based upon other competitors performance projections?

Not exactly, this guy is a silicon chip analyst --- he covers Intel, AMD, Broadcom, Marvell, Infineon...

If the chipset makers are making fewer chips, then we are going to see fewer phones.

rickag
Nov 3, 2008, 11:53 AM
40% cut back seems high. I thought Apple was still adding more countries to sell the iPhone in.

plokoonpma
Nov 3, 2008, 11:55 AM
That moron is suggesting that Apple customers behave as the others. No real proof at all to say there will be a cut on production.
Is like someone say, oh we predict SUV's will be affected cause the bad economy.
That dude need another job :D

tjcampbell
Nov 3, 2008, 11:58 AM
When will they be pushing for the next iphone?

samab
Nov 3, 2008, 12:03 PM
That moron is suggesting that Apple customers behave as the others. No real proof at all to say there will be a cut on production.
Is like someone say, oh we predict SUV's will be affected cause the bad economy.
That dude need another job :D

This guy covers chipset makers --- if chipset makers make fewer chips, then you are going to see fewer phones.

plokoonpma
Nov 3, 2008, 12:07 PM
This guy covers chipset makers --- if chipset makers make fewer chips, then you are going to see fewer phones.

Generally when there is a shortcut of any sort, the reports come from China, supported by proof or trusty leak from one of the factories.
Apart from the fact that Apple iPhone chips are in most cases custom made. Motorola, LG, Nokia and the others do not share more than 35% of the chips used on the iPhone.
So that dude is speculating in other stuff that came straight from his imagination.

nos
Nov 3, 2008, 12:16 PM
Strange that in Belgium there is not one iPhone in the stores.
You still have to order them.

notjustjay
Nov 3, 2008, 12:18 PM
Well I can tell you that I am not buying an iPhone yet and the reason is strictly economy-related (and poor practices by Rogers/Fido, the iPhone carrier in Canada).

I need to pay $30/month on top of my voice plan for 1 gig of data, and I need to lock into a 3-year contract in order to do it.

I'm just not willing to pay that much, and be locked into it for 3 years. However you think of it, it just doesn't seem smart right now. In 3 years there could be a new 64 gig iPhone G5, and I'd be stuck. Or in 3 years the economy could be in the dumps, and I'd still be stuck.

So thank you Apple, for creating a fantastic product -- it's just too bad I won't be buying one because of our monopolistic carrier.

137489
Nov 3, 2008, 12:20 PM
Economic downturn is onething, but we all know apple....

Considering this guy is a chip analyst, maybe this is more true.

1. Purchase of PA Semi
2. That Papermaster guy from IBM coming on board
3. Macworld just about 2 months ways

Could be that Apple stopped or slowed down due to using other or their own made chips?

New iphone and other products in the works - doesn't apple slow down production and run out the inventory just before something new is released?

would kinda make sense if they are planning something for MWSF.. Otherwise with the ipods in Sept, notebooks in Oct, rumored imac/pro (maybe mini) update for november - that would only leave new iphone and new products for MWSF....

Just a thought.....

kmcrawford
Nov 3, 2008, 12:21 PM
This is the first news I've heard that the economy is effecting Apple. Perhaps now they will consider a low(er) end MacBook or revamping the Mac Mini. Any thoughts?

sfh
Nov 3, 2008, 12:21 PM
seriously does everyone think that they should just keep making them even if there are less buyers for them ... it's a slow down that would be expected after any major release of any product. make enough for the initial rush then scale back to maintain sales without inflating your inventory. no big deal

lazyrighteye
Nov 3, 2008, 12:24 PM
Wouldn't we also expect a slow down in production just before a revised model is announced?

samab
Nov 3, 2008, 12:34 PM
Generally when there is a shortcut of any sort, the reports come from China, supported by proof or trusty leak from one of the factories.
Apart from the fact that Apple iPhone chips are in most cases custom made. Motorola, LG, Nokia and the others do not share more than 35% of the chips used on the iPhone.
So that dude is speculating in other stuff that came straight from his imagination.

You don't need to know every single customized chips inside the iphone.

You just need to know whether or not Infineon is cutting production or not on their highend mobile chipset. That is the first signal. The rumors on China or Taiwan factory slowing down comes much later.

137489
Nov 3, 2008, 12:47 PM
This is the first news I've heard that the economy is effecting Apple. Perhaps now they will consider a low(er) end MacBook or revamping the Mac Mini. Any thoughts?

you would have thought they would have done that in October with all the speculation of price drops.

Personally, I stopped holding my breath on price drops and a dock that would support my current early 2008 macbook. I am building my own.

Since most docs I have seen (for Apple) are just port replicators..... mine is nothing eloquent, most my stuff runs off of USB and it will get the job done...

1. bought a 7 port powered USB hub and plugged all my "fixture" devices into that (timemachine backup drive, external lightscribe DVD burner, printer, wacom bamboo, cool pad [which also has a 4 port hub on it; incase I need more)], will be buying a wired apple keyboard.

2. I have a 15-inch KDS monitor that is 5 years old (VGA). Will get the job done for now, but after moving the mini to the bedroom and connecting it to an LCD HD TV - that monitor will need to be upgraded; looking at a 19 or 20 inch non-apple widescreen (possibly HD) due to price [Apple ACD's are just way to expensive for what they offer]. I was surprised of the quality and well, had I not see the mini on the HD TV, I would probably not even consider the monitor upgrade. :D

So basically, I plug 1 USB, magsafe, mini DVi, speakers and LAN (just to have more speed over wireless - but not necessary) and bam... Like I said, nothing eloquent but gets the job done for me. and for about $300-$400 it is less than basically the same thing I would've gotten with an Apple LCD with only 2 UBS ports and still would have had to buy a hub.

Once I figure out how to get Front row to recognize external drives for my movies and videos, I may loook at a 1 TB drive just for entertainment :cool:

Bosunsfate
Nov 3, 2008, 12:54 PM
I was concerned at the size of the predicted drop.

I certainly would expect that some production would be slowed. The iPhone isn't a Christmas present afterall.

If 40% is right then things are going to be very interesting these next few quarters. I hope that Apple does not create a situation where they end up not having enough iPhones. That would not be good.

dernhelm
Nov 3, 2008, 01:00 PM
I wonder if we'll be seeing a 32Gb iPhone around January to push us through until a 3rd Gen iPhone in Summer 09. It should be interesting to see where they go from here on out. The iPhone is rolling out in lots of different countries, they are bound to be lining up something to sustain interest/sales.

3G iPhone at $99
3G iPhone with added software/service value
Storage bump
New iPhone with iSight camera
New iPhone with better stills camera
iPhone Nano

We shall see...

So we shall. Here's how I see it though, Apple will stick somewhere around 5% of the mobile market until they release an iPhone for under $100, free or near free with subsidies. They won't do that while AT&T is the sole provider, and they may never do it.

But if they did, then they could possibly look to push into double digit market shares.

PBG4 Dude
Nov 3, 2008, 01:01 PM
I was concerned at the size of the predicted drop.

I certainly would expect that some production would be slowed. The iPhone isn't a Christmas present afterall.

Funny you say this. I wanted to buy one for my wife for Christmas, but Apple won't let me. I have to sign up for the plan and everything, which I can't do / do as a surprise since it's her telephone account. Certainly I'm not the only person who wanted to buy this as a legitimate Christmas present?

gifford
Nov 3, 2008, 01:12 PM
Funny you say this. I wanted to buy one for my wife for Christmas, but Apple won't let me. I have to sign up for the plan and everything, which I can't do / do as a surprise since it's her telephone account. Certainly I'm not the only person who wanted to buy this as a legitimate Christmas present?

No your not the only one. I have also had this problem.

firewood
Nov 3, 2008, 01:13 PM
Could be that Apple stopped or slowed down due to using other or their own made chips?

It takes way longer to get chips designed, verified, fabbed, and qualified for high volume production. For a new chip architecture, 18 months to 2 years is a common timeframe in the industry. Even longer for large complicated bleeding edge chips.

.

OrangeCuse44
Nov 3, 2008, 01:17 PM
This sounds like a model revamp or new release to me. What to do come Thursday? I was planning on purchasing my first iPhone...

SandynJosh
Nov 3, 2008, 01:18 PM
I have it straight from the girl at the iPhone factory that production is so high right now she doesn't have time to pose for more pictures. Darn!

twoodcc
Nov 3, 2008, 01:27 PM
well, let's hope that this really isn't true. 40%? that's huge

jbernie
Nov 3, 2008, 01:48 PM
Given how things aren't so rosey on the economy side of things, Apple might want to be prudent and not over do the production now, so they have a small buffer in the supply chain, which if managed correctly won't become a massive artery clogging build up should things continue to do poorly on the retail side of things.

Apple's last quarter included the 3G release and there was definately pent up demand and much better economic conditions at release for the product but now that the initial rush has passed and we are probably more closer to normal demand being a little short in supply is more desirable than being over stocked and not being able to bring updates out, ie dropping the 8GB and introducing a 32GB (as an example)

Small White Car
Nov 3, 2008, 02:18 PM
well it makes sense, most people would get this device when it came out. its not like you'd need constant production when its on a 18-24 month contract.

Exactly. Apple went into dozens of countries this year that were all waiting to get their hands on an iPhone.

They sold a LOT of them very quickly to people who wanted one in 2007 but were forcred to wait until 2008.

Now sales will drop to "normal" levels in those countries, which means less production.

But this is not a "slow down" of the iPhone. It was just a weird bonus where the first few months were abnormally high. Sales will be just fine now, they just won't be abnormal anymore.

Funny how this obvious idea is too hard for the analysts to figure out. No no...Apple must be in trouble! That's it!

IrishMac
Nov 3, 2008, 02:20 PM
There's been rumors in the UK that O2 and the Carphone Warehouse are planning price drops and tariff changes in order to keep sales going in the run up to christmas. Plus with Android and the BlackBerry Storm arriving, they need to do something to keep potential customers interested. This was supposed to happen on saturday the 1st but nothing came of it.

But if there is any price drop coming surely Apple wouldn't drop production, as any drop wouldn't likely spur sales. Maybe the downturn really is starting to bite.

Rybold
Nov 3, 2008, 02:29 PM
This is just some guy's opinion, right ? :confused:

wadenq
Nov 3, 2008, 02:39 PM
Are we all really that ignorant to not realize that Apple likes to do all they can within the company. The only fact we know is that the "chip industry" for iphones has slowed. That does not mean that Apple quit making iphones. It could simply mean that they are now in the process of making their own chips within the company.

longofest
Nov 3, 2008, 03:10 PM
While it is understandable that this thread can naturally have ties to the current political landscape, we ask that discussion remain focused on Apple, the story, and the impact of the economic downturn on Apple.

In this light, political posts in this thread have and will continue to be deleted by the moderation team to keep the conversation on topic. The Politics, Religion, and Social Issues forum (http://forums.macrumors.com/forumdisplay.php?f=47) is the proper venue to express political views on the current economic situation.

Thanks in advance.

Beric
Nov 3, 2008, 03:13 PM
This is the first news I've heard that the economy is effecting Apple. Perhaps now they will consider a low(er) end MacBook or revamping the Mac Mini. Any thoughts?

QFT. OR maybe products that aren't almost 2x the cost of identical PC hardware?

MattInOz
Nov 3, 2008, 03:34 PM
This guy covers chipset makers --- if chipset makers make fewer chips, then you are going to see fewer phones.

Fewer Phones doesn't mean fewer iPhones.

Apple could keep buying at the same level and others drop by 80%.
Apple could build there own at least in some chip areas and that could account for the drop along with general economic trends.

terryzx
Nov 3, 2008, 03:44 PM
Maybe if they would WAKE UP and let Verizon sell them, they could prosper even more:mad:

pyroDcsk8er
Nov 3, 2008, 03:58 PM
My best bet is that they have seen a slight dip in sales, and know that there's only so many more people that are going to buy an iPhone that want one.

That or they are going to be starting a new revision of the phone [possibly bigger sizes] in January...

TheOrigGutter
Nov 3, 2008, 04:01 PM
Wow, so you all know that Apple actually builds machines with certain life spans, what I mean is that they make a run of a product. Also keep into account that Mac World is approaching soon which means that if you account for the fact that a new iPhone 3.0 will be out in 2009 they are hedging that a certain amount of product is left in the pipeline or needed in the pipeline before the new version will be released. My bet here is that they are assuming that there is a MASS amount of people who will buy the iPhone and then wait for the next revision. Also keep into account the people who are in contract with the iPhone 1.0 which will need new iPhone 3.0 in the next year. Also the next gen iPhone will surely need a new chipset so they are most certainly working on the next chipset with those people. This all makes perfect sense and anyone listening to this and reacting in regard to stock well they are not understanding the full story or business behind the changes.

mdriftmeyer
Nov 3, 2008, 04:01 PM
Not exactly, this guy is a silicon chip analyst --- he covers Intel, AMD, Broadcom, Marvell, Infineon...

If the chipset makers are making fewer chips, then we are going to see fewer phones.

Apple intentionally projected it's worst case, nominal case and best case volume sales; and in this case they've manufactured far more than conservative estimates.

In short, they have planned ahead.

sjo
Nov 3, 2008, 04:25 PM
So we shall. Here's how I see it though, Apple will stick somewhere around 5% of the mobile market until they release an iPhone for under $100, free or near free with subsidies. They won't do that while AT&T is the sole provider, and they may never do it.

But if they did, then they could possibly look to push into double digit market shares.

iphone is already sold free and because apple doesn't decide the price carriers charge (the carriers do), they really can't "release" an iphone for under any price point.

cameronjpu
Nov 3, 2008, 04:25 PM
Considering that iPhones counted for 40% of Apple's revenue in Q4, this could create the illusion of a bad quarter for Q1, especially since Q4 was artificially inflated with the result of a year and half of iPhone sales.

Uh huh, and Q1 will be inflated with the result of a year and 3/4 of iPhone sales. So?

cameronjpu
Nov 3, 2008, 04:28 PM
well it makes sense, most people would get this device when it came out. its not like you'd need constant production when its on a 18-24 month contract.

Not true - people who are able to buy the iPhone must not be on a contract. While many buyers are paying retail, many more are on a previous contract that they are waiting to expire. Every month more people finally become able to freely buy an iPhone.

cameronjpu
Nov 3, 2008, 04:56 PM
No your not the only one. I have also had this problem.

Apple will definitely come up with a way for buyers to buy the iPhone for a surprise Christmas present in advance.

cameronjpu
Nov 3, 2008, 04:59 PM
But this is not a "slow down" of the iPhone. It was just a weird bonus where the first few months were abnormally high. Sales will be just fine now, they just won't be abnormal anymore.

As long as they keep adding new countries, this abnormal effect will still come into play quarterly. They do have what, another 20 countries still to come this year? And China and India still to come, correct? Lots of pent-up demand in both of those places.

crisss1205
Nov 3, 2008, 05:27 PM
http://www.macrumors.com/images/macrumorsthreadlogo.gif (http://www.macrumors.com/2008/11/03/apple-cutting-q4-iphone-production/)



Another contributing factor is believed to be the recent economic downturn:The analyst bases his findings on "recent checks" on the chip industry. The news comes shortly after Apple reported (http://www.macrumors.com/2008/10/30/iphone-with-2-3-market-share-and-even-attracting-lower-income-households/) record iPhone earnings capturing 2.3% of the mobile phone market.

Article Link: Apple Cutting Q4 iPhone Production? (http://www.macrumors.com/2008/11/03/apple-cutting-q4-iphone-production/)


I don't think its anything with the economy because whoever wanted an iPhone really bad has gotten one already so they are adjusting to the demand. Why make more if everyone has one already (that wants one).

happydude
Nov 3, 2008, 06:37 PM
i think they're using the holiday season to push out all the current stock, then in the new year, they'll roll out a 32GB to renew a little interest. maybe another price drop to compete with the "price umbrella" or whatever the phrase was steve mentioned.

rdowns
Nov 3, 2008, 06:44 PM
Link (http://apple20.blogs.fortune.cnn.com/2008/11/03/the-apple-analyst-who-couldnt-shoot-straight/)


The Apple analyst who couldn’t shoot straight
What is it with Craig Berger and Apple?

The FBR Capital Markets analyst made headlines Monday with a report that Apple had slashed iPhone production for this quarter — down as much as 40% from the September quarter in which Apple racked up record sales of 6.9 million units. (See here.)

Berger bases this gloomy forecast, he says, on “recent checks” with unnamed sources, and goes on to draw some macro-scale conclusions:

“That the firm’s iPhone production plans are being revised lower suggests that the global macroeconomic weakness is impacting even high-end consumers, those that are more likely to buy Apple’s expensive gadgets, and that no market segment will be spared in this global downturn. This is a negative signal for global demand, in our view.” (link)

Sounds pretty scary. But perhaps best taken with a grain of salt, given Berger’s track record with Apple. To wit:

In February 2008, Berger wrote that “recent checks” showed that Apple had cut its build plans for iPods and iPhones, from an anticipated 50% decline between calendar Q4 and Q1 to a 60% decline. He also reported that Apple had cut its build forecast for MacBooks for the same period, from down 35% to down 50%. (link)

In April, Apple reported its calendar Q1 (fiscal Q2) earnings. iPhone sales were indeed off after the Christmas quarter, but only by 26%. And MacBook sales, rather than falling 50%, actually rose — up nearly 7%, from 1.3 million in calendar Q1 to more than 1.4 million in Q2. (link)

In May 2008, Berger checked again with his contacts in Apple’s supply chain and reported another round of bad news: his sources were telling him that orders for iPhones for calendar Q3 had been cut 25%. (link)
A month later, Berger went back to those sources and came back with a very different story: 2008 iPhone build volumes, he said, had been “revised significantly higher” — with more than 15 million 3G iPhones plus two million old 2G iPhones forecast for 2008. Apple’s notebook and desktop build volumes were also revised up — by 10% and 20%, respectively. “The firm,” he wrote, “continues to knock the cover off the ball in terms of product innovation, sleek designs, attractive price points, and effective global deployment plans.” (link)

On Monday Berger was back to singing the blues. Apple had been expecting to cut iPhone production 10% this quarter, he wrote, but was now looking to cut it 40%. Such a cut, he says, “could end up painting an ugly picture” — although perhaps not quite as ugly as it sounds. For instance, Piper Jaffray’s Gene Munster is calling for iPhone sales to grow 43% quarter to quarter. (link)

Berger could not reached for comment.

It should be noted that Berger specializes in chips, not computers or smartphones. He is not on StarMine’s list of analysts who spend a significant amount of their time covering Apple . Nor does he appear on the list of analysts dialing into Apple’s quarterly earnings calls.

BarcelonaApple
Nov 3, 2008, 06:54 PM
This is the first news I've heard that the economy is effecting Apple. Perhaps now they will consider a low(er) end MacBook or revamping the Mac Mini. Any thoughts?First news, it seems like every day a so called analyst comes and says something about Apple being doomed.

Aetles
Nov 3, 2008, 06:54 PM
Bullish Cross (Andy M. Zaky):

FBR chip analyst Craig Berger, an analyst who doesn't cover Apple, issued an interesting note today regarding iPhone production rates. He noted that according to his unqualified "checks" (whatever they may be) iPhone production rates may fall up to 40% in calendar Q4 (fiscal Q1). It's interesting that a semi-conductor analyst thinks he is even in a position to be able comment on a company that he doesn't coveróa practice that seems to be the trend this year. But this wouldn't be the first time that Craig Berger has commented on Apple's production rates and it certainly wouldn't be the first time he was dead wrong. As a matter of fact, saying that Craig Berger has been "dead wrong" in his forecasts with Apple would be a gross understatement as the data illustrates below. I would even go so far as to actually view Craig Berger's projections as being extremely bullish. See for yourself.

Read more: FBR Chip Analyst Craig Bergerís Questionable Track Record with Apple (http://bullcross.blogspot.com/2008/11/fbr-chip-analyst-craig-bergers.html)

Rocketman
Nov 3, 2008, 06:58 PM
If you look how it is carefully worded to say production cut, one wonders if this is simply a matter of Apple being on target on sell-through, and caught up on pent-up demand, and they are simply targeting the next upgrade date. It has to be hard to properly measure demand worldwide on something that sells over 10 million units a year.

Rocketman

mccldwll
Nov 3, 2008, 08:12 PM
Aetles is exactly right. Berger doesn't know his ass from a hole in the ground, and FBR as a going concern is on life support and probably would be more than willing to "cooperate" with the hedgies (there are still a few which haven't gone belly up) which are going to have to come up with some big bucks by the 15th. The industry and many/most of the "analysts" are puppets, and why anyone would pay any attention to anything they say is beyond me.

offwidafairies
Nov 3, 2008, 09:14 PM
This is the first news I've heard that the economy is effecting Apple. Perhaps now they will consider a low(er) end MacBook or revamping the Mac Mini. Any thoughts?

would be nice.

of course the economy is effecting apple. apple is an american company. and the troubled economy is having a negative effect on most people.

VOTE NO ON PROP 8 - EQUALITY FOR ALL

Zillion
Nov 4, 2008, 02:16 AM
http://creepynews.files.wordpress.com/2008/11/2008092410400965776swag_image.jpg

BenRoethig
Nov 4, 2008, 05:52 AM
That moron is suggesting that Apple customers behave as the others. No real proof at all to say there will be a cut on production.
Is like someone say, oh we predict SUV's will be affected cause the bad economy.
That dude need another job :D

The vast majority of iPhone users probably aren't your average Apple customer.

Uh huh, and Q1 will be inflated with the result of a year and 3/4 of iPhone sales. So?

No it won't. Apple did not report any revenue on the iPhone until Q4 when it reported all the revenue from the iPhone.

137489
Nov 4, 2008, 11:23 AM
you would have thought they would have done that in October with all the speculation of price drops.

Personally, I stopped holding my breath on price drops and a dock that would support my current early 2008 macbook. I am building my own.

Since most docs I have seen (for Apple) are just port replicators..... mine is nothing eloquent, most my stuff runs off of USB and it will get the job done...

1. bought a 7 port powered USB hub and plugged all my "fixture" devices into that (timemachine backup drive, external lightscribe DVD burner, printer, wacom bamboo, cool pad [which also has a 4 port hub on it; incase I need more)], will be buying a wired apple keyboard.

2. I have a 15-inch KDS monitor that is 5 years old (VGA). Will get the job done for now, but after moving the mini to the bedroom and connecting it to an LCD HD TV - that monitor will need to be upgraded; looking at a 19 or 20 inch non-apple widescreen (possibly HD) due to price [Apple ACD's are just way to expensive for what they offer]. I was surprised of the quality and well, had I not see the mini on the HD TV, I would probably not even consider the monitor upgrade. :D

So basically, I plug 1 USB, magsafe, mini DVi, speakers and LAN (just to have more speed over wireless - but not necessary) and bam... Like I said, nothing eloquent but gets the job done for me. and for about $300-$400 it is less than basically the same thing I would've gotten with an Apple LCD with only 2 UBS ports and still would have had to buy a hub.

Once I figure out how to get Front row to recognize external drives for my movies and videos, I may loook at a 1 TB drive just for entertainment :cool:

Completed the process last night with 19-inch LG monitor (wanted bigger, but the desk that is it on is too small with all that else is on it. Works pretty darn good and total proces was at about $300. On to finishing trning the mini into an entertainment center. My wife is already loving using it on a high-def LCD TV, and can switch between the internet and watching TV pretty quickly. Even got her enjoying hulu

garybUK
Nov 4, 2008, 02:34 PM
http://creepynews.files.wordpress.com/2008/11/2008092410400965776swag_image.jpg

HAHAH brilliant!!!!

And to the person who suggested a 'iPhone with built in iSight'...... uuuurm haven't 1000's of 3G phones with front facing video call camera been doing this for years?!?!?!?

RobertFranz
Nov 4, 2008, 03:18 PM
http://creepynews.files.wordpress.com/2008/11/2008092410400965776swag_image.jpg

We have a couple of Iphones in our company.
We won't be getting any more.
They're fun to play around with for a while, and probably ok for a consumer, but have no real use for us here.

If Apple wants to make inroads into Corp Amerika, they need to do a couple of things:

1> Stop trying to tie in into other Apple products.
I could give a fig about Itunes.

2> Supply an rdp client.

3> Display a strong commitment NOT to interfere with, disable, or alter the software installed on the customer's phone.

4> Include a memory card slot

5> Provide a replaceable battery

I have to remote into servers regularly, and need the freedom to install any software (or write my own) to get the job done.

I can't rely on jail breaking the phone, and then having an app stop working because Apple updated something.

I need to be able to use my phone for extended periods of time, especially when it's acting as a wireless router when I'm traveling.

This is why I turned down an Iphone and went with an HTC SmartPhone instead.

It's not without it's own flaws - some serious.
But none that are deal breakers in terms of getting my work done.

A downturn in Iphone sales would be a *good* thing, if it forced Apple to reconsider it's design choices.

I'd probably need a different screen too.
The Iphone screen is pretty and rugged, but not being able to use a stylus limits the ability to do anything requiring fine ui control.

I have less trouble with the input than most Iphone users, but that's probably because I've been tapping on little gadgets for years.

BarcelonaApple
Nov 5, 2008, 11:31 PM
http://creepynews.files.wordpress.com/2008/11/2008092410400965776swag_image.jpgNot funny. :rolleyes:

We have a couple of Iphones in our company.
We won't be getting any more.
They're fun to play around with for a while, and probably ok for a consumer, but have no real use for us here.

If Apple wants to make inroads into Corp Amerika, they need to do a couple of things:

1> Stop trying to tie in into other Apple products.
I could give a fig about Itunes.

2> Supply an rdp client.

3> Display a strong commitment NOT to interfere with, disable, or alter the software installed on the customer's phone.

4> Include a memory card slot

5> Provide a replaceable battery

I have to remote into servers regularly, and need the freedom to install any software (or write my own) to get the job done.

I can't rely on jail breaking the phone, and then having an app stop working because Apple updated something.

I need to be able to use my phone for extended periods of time, especially when it's acting as a wireless router when I'm traveling.

This is why I turned down an Iphone and went with an HTC SmartPhone instead.

It's not without it's own flaws - some serious.
But none that are deal breakers in terms of getting my work done.

A downturn in Iphone sales would be a *good* thing, if it forced Apple to reconsider it's design choices.

I'd probably need a different screen too.
The Iphone screen is pretty and rugged, but not being able to use a stylus limits the ability to do anything requiring fine ui control.

I have less trouble with the input than most Iphone users, but that's probably because I've been tapping on little gadgets for years.Why should you care about the iphone, seems you and your company seem to think it's a toy, and here you are wishing that it's sales goes down, why should you even care, I just don't get some of you.

Neebee
Nov 11, 2008, 01:22 AM
From my experience, many people I know who bought the iPhone bought it as an impulse buy and regret doing so in some way. Most of these people don't recommend the iPhone to others, so this in turn could be part of the reason why production will be cut. If there is a shortage for Xmas then Apple will be very happy that interest in the iPhone is still high. Then again, they could be doing what Nintendo did with their Wii, deliberately causing a market shortage to stimulate demand.

hihater
Nov 11, 2008, 07:16 AM
From my experience, many people I know who bought the iPhone bought it as an impulse buy and regret doing so in some way. Most of these people don't recommend the iPhone to others, so this in turn could be part of the reason why production will be cut. If there is a shortage for Xmas then Apple will be very happy that interest in the iPhone is still high. Then again, they could be doing what Nintendo did with their Wii, deliberately causing a market shortage to stimulate demand.So I guess your little anecdote means that Apple should be worried right? :rolleyes: