iPhone shortages do NOT equal 3G iPhone
Written by Chris Tangora   
Friday, 04 April 2008

iphone_whitebg.pngEveryone across the web is sayin "The iPhone is coming! The iPhone is coming!" like it is the monster from a 1930's horror film.  People claim that the iPhone supply is running out, there are no iPhones in France or Britain, limited iPhones in the US, etc.  With no iPhones in stock, there must be a new iPhone just waiting for people's hands.  There is, but not till June.

Now, I'm not saying that the next generation 3G iPhone is not designed and beginning production (hopefully).  I think it is, but it is still on course for it's originally planned date (which only Steve Jobs knows).  What the shortage might mean is that Appe is having a better year than they thought.  Specifically it looks like Apple underestimated how popular the iPhone would be in the post-holiday season.  At least that is what RBC Capital is saying, and after digging around it makes some sense.

When you take a look at the Apple sales you see the reason why.  Looking at notes on arstechnia from January you see that Apple did have a good 4th quarter in 2007, really good.  When the iPhone was released it sold about 13,500 devices a day.  It waivered above and below that in the following quarters, but then if you look at the last few months of 2007 you see a huge jump up to over 24,000 units per day.  That means that they sold about 1 milllion (give or take a few tens of thousands) iPhones in that quarter than they sold in the previous quarters.

Yes the next generation iPhone is coming.  No, the shortage isn't a "sure sign".

RBC Capitals Reasoning via EyeOnApple

ArsTechnia's take on the iPhone sales (from January 2008)




Comments (4)
04-04-2008 19:59
 
I find if funny that you read one article and see it as the only view point here. If you go back last week you\'ll read that we posted a June 2008 release date for the new iPhone. 
 
Here\'s the link. 
http://www.macmod.com/content/view/1290/236/ 
 
What I was trying show here is that it is highly possible that the supply is low because of higher than expected sales of the iPhone in the last 92 days of 2007. It was almost twice the amount of all previous quarters, nearly 1 million phones more than they expected. 
 
Further math.  
 
If Apple had based it\'s production order of first gen iPhones based on standard sales (about 13,500 per day), then the iPhone supply would have lasted another 70 some days until it would have hit this point of iPhones available. If they assumed a high holiday season at 17,500 per day it still would have given about another 55 days. 
 
70 some days past April 1st (just for a date) would put it right in the middle of June. 55 days would put it at the end of May. So the supply shortage probably won\'t be filled by the 1st gen iPhone, but the supply shortage was not caused by the planned release of the iPhone. 
 
Is there some math I missed or some logic that I mis-interpreted, please let me know.
Registered
 
04-04-2008 18:35
 
Uhh they are analysts. They get paid to speculate. Of course most will be wrong. Analysts are the same people you see at half time or the pregame show talking about how well a team is going to do. They don't know any FACTS, they only give you their best guess. However, for their best guess, they get paid money for. 
 
Statistics are NOT facts. If they were, the word statistic would not exist. 
 
Jeff, you really need to pay attention. There ARE sites that are "rumoring" that new iphones are coming really soon. 
 
http://www.macrumors.com/2008/04/02/iphone-shortage-points-to-new-model/ 
 
Check you "facts" before you go off half cocked. You look like an idiot.
Guest
 
Operator207
04-04-2008 15:39
 
Large banks are talking to suppliers who are indicating target dates in May vs. June. 
 
Maybe it will come early, maybe not, but your one source doesn't over-turn a variety of other sources that provide different evidence.
Guest
 
No
04-04-2008 15:35
 
So the multiple analysts predicting the arrival of the phone are wrong? Nobody said that the iPhone was expected to arrive this month, just that it would be coming soon. We were all expecting it in May or June at the earliest anyway. 
 
But thank you! 
I think all us consumers should count their blessings that we have you to set the record straight!
Guest
 
Jeff Latta

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