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Apple Suppliers Worried About iPhone Demand, Production Ramp-Up for New iPhones Reportedly Postponed
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you might be, me not ... so don’t use the term all.
There are people outside who have direct connections to the universe!
More than a quarter of world population in lockdown, WHO declared officially for a state of pandemic, NYC calling out fridge trucks for preserving dead bodies, and there's still people in here taking out "normal" flu numbers. Can't believe I'm still reading this bs, but actually I am. I just hope all others MR members will careully take advice and give the right fair value to these statements and their authors' reliability
It's absolutely unbelievable to me that Apple has not realized yet that the overdue iPhone 9 will save them the year 2020.
I'm looking forward to really good deals being made by the carriers and retailers to get people to move the new models off the shelves during a low demand period.
No one said people are going to give up their devices, but in a climate of uncertainty people will make do with what they have and cut their discretionary spending.
I'm also pretty tired of people comparing this to the flu. It's both much more contagious and much more deadly than the flu, and there is currently no heard immunity or vaccine for this coronavirus. The mortality rate starts to spike when the local health care system is overrun and there isn't enough ventilators to go around.
I would not worry about where iPhone are made you want your ventilators and personal protection equipment made in USA.
This fall, Apple should worry about a war with China until these Wet markets are eliminated.
Still you here mofo going to the beaches and getting other than e
infecting other people. Ughhhhh people lets just sacrifice for 1 month of our social life as a nation and get this over with. Go full measure as Walter white said. Half measures will only lead to reinfections rebounding.
Yes, we've heard your 3-4 statements repeated by the media ad nauseum. We don't know the actual mortality of COVID19 because undiagnosed cases are everything. This is immensely under-reported, of course. It's much better for ratings to keep pumping death and destruction. If I said 10M Americans currently are infected, it would be good news. It would mean mortality is extremely low (since every death in America at least is reported) and it would mean we are developing some serious immunity while not all dropping dead or going to the hospital. There are a few bad pockets in the US, but most places are doing OK.
I'm equally tired of people talking about heard immunity, contagious, and vaccines that don't work reliably and aren't used. Heard immunity and vaccines didn't do much to curb the 80,000 Americans that died in 1 year from the flu. Objectively, that is "worse" by the death measure...which is frankly why people are freaking out. Additionally, the flu is evidently rather contagious too, with up to 800,000 worldwide dying from the flu and as many as 1 BILLION worldwide cases annually.
I'm not saying this IS the flu, but imagine if in 2018, the media reported every single death and case of the flu. Don't you think you would have been a little more afraid? Don't underestimate how much the media shapes your thinking.
Again, let's be careful about our projections using early data and keep some perspective. The flu of 2018 is your perspective and can't be ignored. This isn't worse than the flu of 2018, yet. I support the measures taken to curb the spread of COVID19 and am doing my part by literally not leaving my house, working from home, and sanitizing like crazy.
Regarding iPhone demand...it's going to be like a coiled spring if and when we get some good news. Many Americans are going to get $3,000 that will be almost like a bonus if they don't lose their jobs. Sadly, some will, but hopefully it's temporary. The iPhone is almost 6 months from now. I have faith in our scientists, drug companies, and everyone involved that we will get some good news.
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If Covid 19 is under control in time for the iPhone 12 release everything else will fall in to place. Demand may not be recording setting however it won’t be a disaster
First and most important is for everyone to do their part and social distance themselves and stay home as much as possible. I
First and most important is for everyone to do their part and social distance themselves and stay home as much as possible. I
I think you're right; there is a long way to go to reach 20%. But:
"In the week ending March 21, the advance figure for seasonally adjusted initial claims was 3,283,000, an increase of 3,001,000 from the previous week's revised level. This marks the highest level of seasonally adjusted initial claims in the history of the seasonally adjusted series. The previous high was 695,000 in October of 1982."
Those are just *initial* claims (people who didn't claim the week before), but note that the unemployment rate in October 1982 (that ~700k jump) went from 10.1% to 10.4% for a labour force of 110M. The labour force in the US is currently about 165M (50% higher than 1982), so say let's say a 0.3% rise today would correspond to about 1M new initial claims. That 3.3M jump means the unemployment rate just rose a full percentage point. In a week. The states are in no position to afford that kind of sudden increase in claims, by the way, and will need to borrow from the feds.
By March 18, the US had had 108 Covid-19 deaths. By March 26, it was 1050. By March 28 (today) it's 1700.
It's exponential growth, the US current doubling time is about 3-4 days.
How about we come back April 18 and see where the numbers are. Because right now it's on track to have the same death rate in a single month as a full year of the flu. That's not to say the rate of increase can't slow down, just that it hasn't slowed down yet.
Chilling is about the only thing that millions of people are able to do right now. I think that's what the suppliers are concerned about.
80k never happened. From CDC's own website: estimates on this page are different from previously published and reported estimates for 2017-2018? (For example, total flu-related deaths during 2017-2018 was previously estimated to be 79,000, but the current estimate is 61,000)
Last year was 34k. The 2016-2017 was 38k. So even 61k was very abnormal.
Well, in about a week, at the current increasing rate (doubling every 3 days), Italy will have had more Covid 19 deaths in a month, than flu deaths in 2018.
The UK government said last night that they would do well to contain Covid 19 deaths to < 20,000...which would be around 3 times the flu rate last year.
Personally, I think ithe whole, “it’s just flu” is the reason the whole world is totally ill-prepared
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At the current rate (doubling every 3 days) the US will reach those figures in a few weeks; hopefully the restrictions in place globally will abate the growth rate as soon as possible
They won’t do that. That would ‘throw off’ the whole track record of how Apple would release the iPhone. Unless, they were release/hold two iPhone keynotes a year, but then you start looking at saturation and ‘one iPhone stepping’ on the other iPhone model release. They might have to make an exception if the pandemic is not under control, which at this point, it’s far from being under control with ‘southern states’ (LA, FL, TN, GA, ect) surging in cases beyond what was expected.