Go Back   MacRumors Forums > News and Article Discussion > iOS Blog Discussion

 
 
Thread Tools Search this Thread Display Modes
Prev Previous Post   Next Post Next
Old Jan 16, 2013, 10:08 AM   #1
MacRumors
macrumors bot
 
Join Date: Apr 2001
iPhone 5 Cutbacks Simply Due to Initial Shipment Rate Being Too Large to Maintain?




While questions remain about claims from earlier this week that Apple has slashed iPhone 5 component orders, CNET is now reporting on market research firm DisplaySearch senior vice president Paul Semenza's comments on how the iPhone 5's initial shipment ramp was simply too large to maintain.
Quote:
"It was a very quick ramp up. The Q4 [estimate] was about 61 million [for the iPhone 5]...that may be dialed back a bit, but anything near that number is still huge," he said, referring to an estimate of display shipments for the iPhone 5.

"That would support the theory that the ramp was too much to sustain."
CNET mentions that the first quarter of sales for the iPhone 4S registered far below that for the iPhone 5, providing little reason for such a strong decline in iPhone 5 interest. Yesterday, Semenza told The New York Times that Apple had cut its display order from 19 million to 11-to-14 million for January, noting that demand from Apple had been "corrected significantly." But he also mentioned to CNET that he'd heard of changes to orders before the new year.

Theories abound as to the just how much Apple has cut component orders and the reasons for those cuts, but many believe that improving yields and aggressive ramping during the holiday quarter may simply have left Apple with an oversupply of parts heading into the new year. Combining that excess inventory with a natural slowdown following the strong launch quarter for the device could lead to substantial reductions in part production. Still, it seems unlikely that Apple would have miscalculated component demand for the current quarter by the nearly 50% number originally cited by Nikkei and The Wall Street Journal.

Recently, it's been reported that Apple is prepping iPhone 5S production for March ahead of a release in June or July, a rapid update cycle that could also be forcing adjustments in Apple's component orders.

Article Link: iPhone 5 Cutbacks Simply Due to Initial Shipment Rate Being Too Large to Maintain?
MacRumors is offline   1 Reply With Quote

 
MacRumors Forums > News and Article Discussion > iOS Blog Discussion

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Similar Threads
thread Thread Starter Forum Replies Last Post
A good method to change frame rate of large video clips? Elevon Mac Basics and Help 1 Jun 5, 2013 09:50 PM
iPhone: iphone 5 restore and maintain 6.1.2 vitog123 Jailbreaks and iOS Hacks 4 Mar 25, 2013 08:59 PM
Is iPhone competing or trying to maintain monopoly? VinegarTasters iPhone 51 Jan 9, 2013 09:53 AM
Maintain same gamecenter name on both iPad and iPhone? Iphone4sinwhite iOS 6 4 Dec 26, 2012 09:44 PM
Apple 'Messed Up' with Retail Store Cutbacks, Denies Mass Layoffs MacRumors MacRumors.com News Discussion 219 Oct 30, 2012 11:59 AM

Forum Jump

All times are GMT -5. The time now is 02:33 PM.

Mac Rumors | Mac | iPhone | iPhone Game Reviews | iPhone Apps

Mobile Version | Fixed | Fluid | Fluid HD
Copyright 2002-2013, MacRumors.com, LLC