“FBR Capital Market analysts Craig Berger and Robert Pikover sent a note to clients this morning, detailing new checks into Apple’s supply chains,” Seeking Alpha reports.
• Big positive revisions to 3Q and 2008 build forecast. Our latest checks show forecasted calendar 3Q and 2008 iPhone build volumes have been revised significantly higher, with more than 15 million 3G iPhones plus two million old 2G iPhones forecast for 2008.
• 3Q iPod builds revised higher; 2Q build volumes largely unchanged. Recent checks show Apple’s 3Q iPod build volumes were revised up by 15% since our last check and are now set to grow 35% sequentially. Greater Classic and Nano builds are partially offset by fewer Touch builds. 2Q build volumes remain largely unchanged, growing 35% sequentially. We hear a new, lower priced Nano may be coming, as well as refreshed versions of the Touch and Classic.
• 3Q builds revised higher for both notebook and desktop [Macs]; 2Q build volumes largely unchanged. Recent checks show Apple’s 3Q notebook and desktop build volumes were revised up by 10% and 20%, respectively, since our last check. Notebook and desktop build volumes are now set to grow 35% and 20% QOQ, respectively. For 2Q, we saw a very slight 5%-10% reduction in desktop build volumes, with notebook build volumes stable versus our prior check.
• For Apple, the firm continues to knock the cover off the ball in terms of product innovation, sleek designs, attractive price points, and effective global deployment plans. These checks confirm Apple’s product cycle momentum continues to gain steam.
Much more in the full article here.
[Thanks to MacDailyNews Reader “Jennifer” for the heads up.]
There you go another good news to sink AAPL…
crazy world we live in.
The bad news from RIM (down 11%+) has depressed the smartphone market, and AAPL is a player in the smartphone market so it must go down too.
That’s logic, as used by people who don’t have enough information.
It ain’t just the smartphone market that’s suffering today, folks. This is an across-the-board pullback; all ships are sitting lower in the water, no matter their outlook.
@Radian – especially Microsoft’s outlook.
Peace.
I don’t get it. I thought there would be more orders for ipod touches. Fewer touch orders? 🙁
And I guess no mactouch this year huh? Macworld 09 maybe? =/
I realize that Apple is no longer just a computer company, but this continuing dreadful silence regarding sales of Mac computers is worrisome. The more Apple exclusively harps about its iPhone, iTouch, and iPods sales, the less convinced I am that Mac sales are following suit. Perhaps you fanbois will finally recognize that the anticipated “halo” effect is actually a “hell, no” reality.
@ha, ha, ha
Did you read the article???
ha, ha duh,
For a dunce you really take the cake (it’s a baked good..often with frosting since you seem to need things explained to you).
How often do you need to be reminded? Apple’s Macintosh sales are doing incredibly well as this article from the end of April, less than 60 days ago is a testament (Something that serves as tangible proof or evidence). Isn’t a 51% jump in sales enough for you?
http://www.nytimes.com/2008/04/24/technology/24apple.html
@ pr
Unfortunately, now HA will respond with either his usual market-share BS or a personal attack. He will never point to actual data or evidence, since those are not in his favor.
WTF, why did Apple go down so much today? Oh, oil(USO) is up. This is so stupid. Dam oil companies! Not only do I lose money from the over priced oil, but now I lose money on my stock!
To quote,
“2Q build volumes largely unchanged. “
Zero slope? Slightly negative slope? This ambiguous non-affirming statement suggests a slump in some model and minimal improvement in sales of other models (no models specified in this article, of course).
“3Q builds revised higher for both notebook and desktop”
Wishful thinking versus quantifiable reality.
There are still more questions left unanswered:
1. What percentage of Mac sales were due to NEW customers?
2. What percentage of Mac sales were due to FORMER Mac users?
3. What percentage of Mac sales to FORMER Mac users were to replace Macs that were (i) 3 years old or less, (ii) 4 to 6 years old, (iii) more than 6 years old?
4. Again, Apple fails to provide more rigorous sales statistics in order to hide the ugly truth.
pr, your turn!
Strange that their checks show 15M total iPhone 3Gs in Q3 and Q4 of 2008. I thought a few weeks back, NPD or someone, reported that Apple orders from Q3 had gone from 12M to 10.2M due to constraints, and Q4 was 12M, for a total of 22.2M in 2008. Someone’s supply chain informant is incorrect.
KenC:
Accuracy, precision, and objectivity be damned, what’s correct is whatever you want to be correct!
@ Ha Ha Ha
Here’s your ugly truth:
Q1 2008 47% YOY growth in Mac Sales.
Q2 2008 51% YOY growth in Mac Sales.
AAPLfanboi:
You keep failing, fanboi, and failing miserably.
Where are the hard data and rigorous sales statistics over time?
Where are the detailed graphs, explicit charts, and clear tables? Where are the discrete demographics of new and former Mac users?
Answer, nowhere!
None of the links you have posted provide anything more than meticulously ambiguous, carefully massaged, craftily edited, and highly questionable PR rhetoric.
In other words, you haven’t clue. Oh, hell, that was a redundant statement.
@ ha ha ha
Read the article again. These stats are from a third party looking into orders placed with Apple’s suppliers, they are NOT figures put out by Apple.
Second, they do NOT show a decrease in Mac sales. The 2Q build volumes largely unchanged simply means that Apple didn’t add to or cut back the number of desktops in 2Q. The article also states that 3Q is set to grow 10% to 20% over 2Q levels.
Also, the article states that for 3Q, Apple has a 35% increase in notebooks and a 20% increase in desktops over 3Q 2007. That’s increased production being ordered due to anticipated increased sales.
Each quarter has different supply and demand issues. Apple sells many more iPods in the Christmas quarter than it does in 2Q. So it orders more. What’s important is comparing this year’s orders for the quarter to last year’s orders for the same quarter, but still taking into account other circumstances such as intentional reduction of stock due to clearing out inventory for an anticipated new model release.
bizlaw, my moronic and comprehension-limited fanboi, nowhere in the previous links has Apple provided the rigorous and detailed statistical analyses I have previously and explicitly detailed.
Your stupidity and lack of understanding of fundamental analysis is only exceeded by your ignorance and bias.
Afib,
They’re in the same place as HP’s detailed sales figures. When you find one, you find the other.
At the moment, HP don’t/won’t even tell you how many computers they sell even though they sell $20 billion worth every quarter. Of course, maybe they’re embarrassed that they only make 8% profit on the whole sorry enterprise and they make the same amount of profit selling printers and ink-jet cartridges.
In the meantime, let’s focus on some cold realities…
Apple: $149.33 billion, most recent profitability: 13.9%
Hewlett-Packard: $110.49 billion, most recent profitability: 7.2%
Dell: $46.16 billion, most recent profitability: 4.8%
Lenovo: $6.55 billion, most recent profitability: 2.9%
I think it was Roosevelt who once said “We have nothing to fear, but fear itself”. Of course, he wasn’t a shareholder in a company that was a Microsoft “partner” and only had to deal with Nazi Germany and the Japanese so he can be forgiven for his optimism.
Afib,
In the meantime, whilst you’re looking for those detailed HP figures, maybe you could go and search for the report where Microsoft tells everyone how many Vista OEM licences it has sold and how many have actually been ACTIVATED! Maybe they could also tell us how many copies of SP1 for Vista have been downloaded from Microsoft or Windows Update.
Surely, none of that can be a secret. Surely they’re not frightened of the truth. Surely if they publish the numbers, it will prove what a success Vista has been in the market.
MCCFR,
Ditto for you too, fanboi.
Apple is down approximately twice that of the market averages.
Afib – the human equivalent of an Intel 8088!
Btw, whilst you’re accusing Apple of fraud, let’s remember that Microsoft and Intel deliberately engaged in a conspiracy to mislead the public over which systems would run Vista?
And let’s be clear on the irony: Intel was perfectly willing to be a party to a conspiracy which bilked consumers – many of whom are likely to have been on restricted budgets – into buying systems which were supposedly Vista-capable, but – as we now know – is unwilling to inflict Vista as a generally available OS on its own employees.
Even more interesting, none of Microsoft’s and Intel’s mutual OEM partners bothered to even check that the systems they were selling were up to the job. Lazy? Complacent? Arrogant? Dishonest?? Which adjective should we apply?
If you want to know why people on this board hold Microsoft in such contempt, this is the kind of stunt which should explain that to you.
It’s not just their lack of imagination. It’s not just the unbelievable lack of quality in most of their software. And it not just the fact that their operating systems are targeted by over 100,000 viruses and over 100,000 pieces of adware and spyware.
It’s the total lack of any ethical compass.
Need another example? when Microsoft was developing its own anti-spyware software, there was a particular web-tracking company whose software was – quite rightly – listed as spyware in the definitions file. Right until the moment that Microsoft started courting that company as a potential acquisition and then the classification changed from quarantine to ignore.
So when Microsoft didn’t have an interest in Claria, their software was defined as sufficiently onerous to be an issue to consumers, but any such concerns for the privacy of consumer’s web browsing habits completely evaporated in the face of a potentially profitable deal. Classy.
Microsoft will sell you an operating system that wont run properly on a system they’ve endorsed as capable to do the job.
Then, because their software is full of holes, they allow malware developers to <strike>use</strike> STEAL computing cycles that customers have paid for on their anaemic machines.
Then they have the gall to sell you an anti-spyware package, which STEALS even more processing cycles from the anaemic machine that some poor sap (maybe that Bill Gates chap who can’t even get his website to work) has purchased.
And then they downgrade the threat posed by a particular piece of software, because they’re interested in making a buck from the developer.
Please explain why you support a company that is a convicted monopolist and which treats its customers with such contempt.
MCCFR:
In the meantime, whilst you’re looking for those detailed HP figures…
I am not the least bit concerned about HP or Dell or Microsoft sales statistics for 2007 and 2008. Obviously, no matter how many times I explicitly express the precise data and comprehensive statistical analysis would like to read, you and your fellow cretinous fanbois just can’t seem to grasp the point.
…. maybe you could go and search for the report where Microsoft tells everyone how many Vista OEM licences it has sold and how many have actually been ACTIVATED!>/b>
I couldn’t care less about Microsoft’s business endeavors, you cretinous clod.
Maybe they could also tell us how many copies of SP1 for Vista have been downloaded from Microsoft or Windows Update.</b>
See above.
I use you own logic to prove what a pathetically moronic fanboi you truly are,
Surely, none of (Apple’s 2007 and 2008 products sales statistics) can be a secret. Surely (Apple is) not frightened of the truth. Surely if (Apple would only gets off its ass and) publish the numbers, it will prove what a success (Apple product sales) has been in the market.
But Apple hasn’t, MCCFR, and no one has yet accurately and precisely indicated where these precise data and comprehensive statistical analysis can be found.
It’s a mystery, isn’t it? Then again, you seemed more interested in fables and myths than hard facts and reality.
To MCCFR: Here’s a classic quote from Afib from a few articles back. It’s excellent insight into the mentality of the guy crap flooding MacDailyNews.
“I correct your errors and misunderstandings, provide you instruction and education, and encourage you to better yourself; and you respond with animosity and resentment.
You are an ungrateful and spoiled child.”
P.S.
“This great Nation will endure as it has endured, will revive and will prosper. So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself—nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance. In every dark hour of our national life a leadership of frankness and vigor has met with that understanding and support of the people themselves which is essential to victory. I am convinced that you will again give that support to leadership in these critical days.”
– Franklin D. Roosevelt, Inaugural Address, March 4, 1933