“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.]