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