“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.]