“Apple [is] churning out the iPhone 4s,” Philip Elmer-DeWitt reports for Fortune. “[According to Sterne Agee’s Vijay Rakesh], builds are up 5%-10% this quarter, by one report, and ramping up another 10%-15% the next.”
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“Rakesh estimates that total iPhone 4 builds for the quarter that ends Sept. 25 will be in the 9-10 million unit range — roughly in line with other estimates that put total iPhone unit sales (including the old 3GS) at 11 million for the quarter,” P.E.D. reports.
P.E.D. reports, “Meanwhile, production capacity for the iPad, which finally caught up demand in late August, is scheduled to go up another 25% to 30% next quarter, according to Rakesh.”
Read more in the full article here.
How about ramping up the production of the white one beyond zero.
Waiting lists for the iPhone 4 are still several weeks long in Sweden and the iPad has not yet been released here.
Not that many of you care, but it does indicate that demand continues to outstrip supply in this corner of the world.
How about ramping up production of the next gen iPad with FaceTime and the camera? Concentrate on that, please.
@ SaleenDriver
I believe these iPad productions increases are also part of the iPad 2 coming in November. Apple knows they are going to sale a LOT of iPads this holiday season.
Add to that the demand of an iPad with FaceTime. And then add to that the price drop of the current iPad (maybe with less storage) to $400.
The demand for iPads next quarter will be insane.
Sell me an iPad that is the same hardware as the new iPod touch and it’s a go. I want retina display. An all this talk of a smaller pad? I would like one a little bigger if possible. Maybe another inch or two.
Wait for the dual core iPads going to be announced after the new year.
Intel announced new low powered processors for netbooks, so it’s just obvious they are coming for the A4 iPad and likely the iPhone too.
The optional iPad keyboard stand is going to get Ethernet and USB ports, a optional external Superdrive like for the MacBook Air.
The MacBook and 13″ MacBook Pro will be discontinued.
What the dual core iPads will allow is more powerful and detail control requiring programs like Photoshop and Illustrator to run, these need a input device and a pointer, thus a evolution of iOS with more OS X UI like features when it’s in the keyboard stand and a input device is plugged in.
Quit playing on the computer, get your head out of the clouds, and get back making pizza pies.
Be serious… Why would any vendor specially one as wise as Apple bring a new model when there are no competition and the existing model is selling everything they can make and there are countries who still do not have it.
New iPad with enhanced camera, gane center, and retina display is due to be announced next March for April delivery with current iPad 16/wifi reduced to $299.
Enhanced camera with face recognition is needed so the system can focus on your face without having to tilt the pad. It has to be easy and intuitive to use or it won’t be apple.
Does anyone know how many of the A4 chips are being made? Each A4 chip is a iPhone, iPod touch, iPad or AppleTV device. That is Apple’s foot print across several markets. This stuff is going to blur together as they all start being used for many of the same tasks. (FaceTime, Internet surfing, entertainment media, e-books, personal access devices at work, …) And of corse the next “Just one more thing. Could be a DVR device or a Media recording device used like the old VCR were used but ALL DIGITAL.
iPad demand has only caught up with shipments to countries in which it is available. Once Apple adds more countries, demand will outstrip supply once again. Looks like Apple is trying to regulate that so it doesn’t have the same long waiting lists.
Let’s face it – iPad can easily be an impulse buy, if a store has it in stock. That’s what Apple faces in other countries that don’t have as many Apple retail stores as the U.S.
@Daner
If it makes you feel any better, here in the States I ordered an iPhone 4G 32GB a week ago and still have three weeks to wait. That’s right, four weeks from order to delivery.
Apple needs to double production and fast to be ready for the holiday season.
Mehran is right about no need for new iPad until next year. I believe the gyroscope is very important for FaceTime. It gives the camera the stability to focus on the face and not become pixelized. The camera is a problem for business, there are places that iPad is a great tool but cameras are not allowed; like Apple R&D. One reason the iPad is kicking ass is copreat adoption. I predict next year we will have the same iPads with a price drop, and a new one with a gyroscope and front camera at curent prices.
It’s great that the iPhone is ramping up manufacturing in China. It’s sad that Apple doesn’t produce their products in the US………it could really help the job situation here in this country and help to rebuild the manufacturing base. But then again, it would cut into their profit margin, why pay an American a liveable wage when you can pay a Chinese worker pennies on the dollar. Apple love your products……dislike your choice of how you produce them.
Producerjames,
That ship has sailed decades ago. It started with shipping jobs to Taiwan and Hong Kong first, then Korea, then Thailand, Malaysia, Indonesia, now China… As long as there is a country where a qualified, skilled person will work for $200 per month, no manufacturing has a chance of ever returning back to America.
And the story confirms once again that lack of Verizon is NOT a factor in the US market. Android is selling as many as it is selling precisely because there aren’t enough iPhones. Even AT&T is selling Androids, and the only people they’re selling them to are those who wanted an iPhone, but it wasn’t in stock.
Before we an even begin the discussion on the merits of selling on multiple carriers in the US, Apple first has to consistently meet the demand on this one single carrier.
Hmmm, I walked into the Northridge, Ca Apple Store and on a lark asked if they had the iPhone and they had all models in stock to my surprise and delight. So I bought the 32Gb model, upgrading from my 3G which goes to my wife still waiting for a white iP4. No 4 week shipping wait (and I wasn’t in big hurry to upgrade anyway thanks to my iPad). Great phone though. The easy HDR photos are amazing! Never thought it would be Apple to be the first with this for consumers pics.
I wonder what the additional demand for the white iP4 will be? Apple is in such a lovely position of demand for it’s products. Glad I bought stock in 2000.
@Mehran:
Actually, Apple has shown a willingness to replace their unmatched product by a superior one, even in the absence of relevant competition. Great example: killing the iPod mini at the height of its popularity and replacing it with the iPod nano, which accelerated Apple’s lead.
Read more at: http://daringfireball.net/2006/03/ipod_juggernaut
Especially read the paragraphs just before the section headed: “The iPod Ecosystem.”
So, despite the fact that Apple has “no need” to replace the iPad, if it fits a timeline where they can do it, there’s no reason to believe they won’t.
Apple’s toughest competition is itself.
There will be no new iPad this year.
Availability of products is exactly where Apple wants it to be. Apple is a practitioner of JIT manufacturing and they never wind up with zillions of dollars worth of product laying on shelves.
Apple increases availability when they are ready, as in now, before the holiday season hits.
All is according to plan.
bizzarro and friends are busy trying to slow down the iPad tsunami by telling pie-in-the-sky stories about fictitious future iPads just around the corner.
What blatant assholes. Next summer the inevitable will happen. Until then, STFU.