Apple Cutting Q4 iPhone Production?

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Nov 3, 2008.

  1. macrumors bot

    MacRumors

    Joined:
    Apr 12, 2001
    #1
    [​IMG]

    AlleyInsider 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:
    The analyst bases his findings on "recent checks" on the chip industry. The news comes shortly after Apple reported record iPhone earnings capturing 2.3% of the mobile phone market.

    Article Link: Apple Cutting Q4 iPhone Production?
     
  2. macrumors member

    Joined:
    Sep 8, 2006
    #2
    They've sold enough already....makes sense...:D
     
  3. macrumors newbie

    Joined:
    Dec 5, 2007
    #3
    Update?

    Friedman Billings could be trying to get some attention to themselves since their stock is crazy in the crapper.
     
  4. macrumors member

    Joined:
    Sep 23, 2008
    #4
    Ah!

    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!
     
  5. macrumors 68030

    mdriftmeyer

    Joined:
    Feb 2, 2004
    Location:
    Pacific Northwest
    #5
    Classic: The guy predicts a slow down based upon other competitors performance projections?
     
  6. macrumors 68030

    BenRoethig

    Joined:
    Jul 17, 2002
    Location:
    Dubuque, Iowa
    #6
    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.
     
  7. macrumors member

    Joined:
    Jul 22, 2002
    Location:
    Los Angeles, CA
    #7
    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.
     
  8. macrumors regular

    Joined:
    Jun 28, 2007
    #8
    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.
     
  9. macrumors 6502

    gifford

    Joined:
    Jun 11, 2007
    Location:
    Miserable England
    #9
    doesn't some moron say something similar this time every year (and be proved wrong)
     
  10. macrumors member

    Joined:
    Nov 21, 2006
    #10
    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...
     
  11. macrumors member

    Joined:
    Nov 3, 2008
    #11
    Another day, another prediction from analysts.
     
  12. macrumors member

    Joined:
    Jul 12, 2008
    Location:
    Brighton England
    #12
    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.
     
  13. macrumors 65816

    zombitronic

    Joined:
    Feb 9, 2007
    #13
    These guys are rarely right and most often sensationalists looking for attention. What's up with this making Page 1?
     
  14. macrumors 68020

    ipedro

    Joined:
    Nov 30, 2004
    Location:
    Toronto, ON
    #14
    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.
     
  15. macrumors 6502

    Joined:
    May 16, 2005
    Location:
    Telford
    #15
    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.
     
  16. macrumors 6502a

    Joined:
    Mar 27, 2006
    #16
    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.
     
  17. macrumors regular

    Joined:
    Apr 9, 2001
    #17
    40% cut back seems high. I thought Apple was still adding more countries to sell the iPhone in.
     
  18. macrumors member

    plokoonpma

    Joined:
    Mar 14, 2006
    Location:
    Panama, Central America
    #18
    more analyst bs

    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
     
  19. macrumors 6502a

    tjcampbell

    Joined:
    Aug 14, 2006
    Location:
    Vancouver
    #19
    When will they be pushing for the next iphone?
     
  20. macrumors 6502a

    Joined:
    Mar 27, 2006
    #20
    This guy covers chipset makers --- if chipset makers make fewer chips, then you are going to see fewer phones.
     
  21. macrumors member

    plokoonpma

    Joined:
    Mar 14, 2006
    Location:
    Panama, Central America
    #21
    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.
     
  22. nos
    macrumors member

    Joined:
    Jul 10, 2008
    Location:
    Leuven, Belgium
    #22
    Strange that in Belgium there is not one iPhone in the stores.
    You still have to order them.
     
  23. macrumors 603

    notjustjay

    Joined:
    Sep 19, 2003
    Location:
    Canada, eh?
    #23
    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.
     
  24. Guest

    137489

    Joined:
    Nov 6, 2007
    #24
    Just a thought.....

    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.....
     
  25. macrumors member

    Joined:
    Mar 9, 2008
    #25
    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?
     

Share This Page