“Apple reportedly plans to build 14 million to 15 million iPhone 3Gs from a previous target of 18 million for 2008, according to a report from Pacific Crest,” Larry Dignan blogs for ZDNet.
“Citing ‘supply chain channel checks’ Apple’s is cutting its iPhone 3G buildout. However, analysts reckon that the lower build-out plan won’t hurt Apple. However, suppliers that make the guts of the iPhone may take a hit,” Dignan reports.
“Pacific Crest found that AT&T stores are seeing inventory drawdowns of 8 GB iPhones through late August and mid-September. The upshot: ‘The popularity of the 8 GB model reinforces our concern that smartphone demand has shifted to a lower price point. We are also concerned that if Apple chooses to refresh its lineup with a 16 GB model at $199 and a 32 GB model at $299, this could put additional price pressure on the handset industry and, by extension, the component suppliers,'” Dignan reports.
“There is a caveat to that aforementioned point. Pacific Crest analyst Adam Hargreaves said in a report that the shortages of 8 GB iPhones could be an intentional drawdown as Apple plots a lineup with more capacity,” Dignan reports.
More in the full article here.
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
They are trying to knock the stock down.
Oh great. I just bought a 16Gb iPhone this week. If they go and release double the memory for the same price, I will be pissed!
.First post! Boo yah!!!!!
rats, Lisa, you snuck in before me. Oh well.
ZDNet sold it’s soul to the devil long ago. Look at the big picture here.
damn! was going to buy an iPhone this weekend, now I can’t until this “rumour” is proven one way or the other. 🙁
How about Apple knew about the plug recall issue around that time and needed production and shipping time to get the new units out. I was told that my 8gb 3g’s was one of the first with the new plug to come in the packaging. I bought mine 10 days ago. It had a cute green dot on both the plug and the box.
Anything that comes out of the pc camp is to be taken as bs at most. We have been students a long time and have learned not to trust a word they say. They will go to any length to throw a wrench into the Apple machine. Who writes their paychecks – MSFT, RIMM, NOK, V, MOT, etc – all scum of the earth.
Anyone that reads Larry Dignan and believes what he writes is nuts.
The guy is full of sh1t. Always has been.
And, what about the analyst the other day that said Apple’s memory orders are down.
32GB? I can wait.
Is there an app that’ll let you use the iPhone as a flash drive? Or did Apple kill that feature for good?
Oh ZDNET and CNET…. yeah the guys that said the Zune is a game changer and is the iPod killer. The guys that are saying the G1 is much better than the iPhone.
I knew they’d come out with one, but I expected it more like around January or so; give us 6 months before a big upgrade like this — not 3 months.
@ Mr. Reee
iShare and DataCase … And others.. but I use this two
Mr. Reeee
If you have WiFi everywhere you go, I use AirSharing.
@Mr. Reese.
I find “Air Share” to be the best…