Analyst: Apple well-positioned to avoid Christmas inventory crunch

Apple Online Store“It’s not just a cliché: Apple really does think different,” Elizabeth Woyke reports for Forbes. “The latest example: supply chain smarts. Though a number of analysts expect inventory problems to depress holiday sales of gadgets, Apple is believed to have insulated itself from such problems.”

“At issue is a dearth of electrical components and zealous inventory management policies, which industry insiders say will limit supplies of smartphones, MP3 players, game consoles and televisions this holiday season,” Woyke reports. “The shortage is anticipated to pinch retailers and manufacturers’ revenues and frustrate consumers who may not be able to buy hot devices.”

Woyke reports, “As a vendor of wildly popular, high-end consumer gadgets, Apple would seem to be particularly vulnerable. But experts say the company will have plentiful inventory thanks to its careful forecasts. ‘Apple is doing fine,’ says Jason Busch, the founder and Managing Director of advisory firm Azul Partners. Busch thinks Apple will avoid a holiday inventory crunch for three reasons: The first factor is smart forecasts… [2nd] is its heft… [and 3rd is] Apple’s focus on portable gadgets.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “James W.” for the heads up.]

32 Comments

  1. Apple didn’t get hit by the recession. Suppliers cooled off production, and are now behind the market. Apple probably kept some of the going. That and strategic purchases mean Apple gets to keep producing gear while others fight over supply.

  2. @ disposableidentity;

    Exactly, which is why Apple contracted with Samsung for their supply of flash memory ahead of time, not only does it ensure a supply ahead of the market, but the advance paid helps keep your supplier’s head above water so they will be there with the capacity to fulfill your order – AND happier and more eager to supply your NEXT order after your payment for the last one hits their bank!

  3. @ disposableidentity;

    Exactly, which is why Apple contracted with Samsung for their supply of flash memory ahead of time, not only does it ensure a supply ahead of the market, but the advance paid helps keep your supplier’s head above water so they will be there with the capacity to fulfill your order – AND happier and more eager to supply your NEXT order after your payment for the last one hits their bank!

  4. Akshat Jain
    “Puppy is based on Ubuntu”

    Nope, there is a “flavor” (sub distro packaging) called “lucid puppy” that is partially based (and can use the ubuntu package manager), but puppy is based directly on Debian Linux. Which is what Ubuntu is ALSO based on, so they are in effect siblings. (though very different)
    The speed difference between a lightweight (and RAM based) debian distro like puppy (even lucid) and Ubuntu is huge, simply installing Ubuntu on a net-book will yield a device (as I stated) that can’t even run hulu at standard def.

    Here is the latest lucid puppy announcement (if you are interested) http://puppylinuxnews.org/releases/lucid-puppy-51-is-released/

  5. Akshat Jain
    “Puppy is based on Ubuntu”

    Nope, there is a “flavor” (sub distro packaging) called “lucid puppy” that is partially based (and can use the ubuntu package manager), but puppy is based directly on Debian Linux. Which is what Ubuntu is ALSO based on, so they are in effect siblings. (though very different)
    The speed difference between a lightweight (and RAM based) debian distro like puppy (even lucid) and Ubuntu is huge, simply installing Ubuntu on a net-book will yield a device (as I stated) that can’t even run hulu at standard def.

    Here is the latest lucid puppy announcement (if you are interested) http://puppylinuxnews.org/releases/lucid-puppy-51-is-released/

  6. @Uncle Fester’s cousin

    “A netbook running ubuntu can’t even keep up with an iPad performance wise.”

    You must have had a bad install or something, 10.04 LTS runs pretty fine for a netbook on my machine. Nearly “OS X like” in use as well.

    The iPad is a bit faster in appearance because of Apple’s A4 and iOS graphic tweaks than a $290 netbook, but then again it also costs twice as much. Also the iPad comes minus: keyboard, USB ports, monitor stand, camera, decent storage, self updating, etc. which I wouldn’t trade out for a tiny bit more speed. The risk factor for loss, damage, theft is also higher on iPads.

    Despite what Steve Jobs says, the iPad really doesn’t compete with netbooks on any level, it’s just Apple’s version of a “netbook” or low cost computer.

    Apple’s marketing on that is to get netbook type people into a Apple Store and try to up sell them. The $500 iPad is rather pitiful in storage capacity, purposely designed to be that way so lead people to spend closer to $1000 Apple intended to get people to spend all along.

    iPad people will be spending money to turn their iPads into laptops, just like laptop people spend money to turn their laptops into desktops.

    My opinion is Ubuntu (with Firefox, OpenOffice) is good for secure, non-commercial software basic netbook type needs but once you need more power like a laptop or commercial software it’s better to just buy a $2000-$4000 MacBook Pro with a huge hard drive (7,200 RPM) and plenty of RAM/ extended warranty to begin with and be done with it. One can always run Windows 7 in a virtual machine if need be.

  7. @Uncle Fester’s cousin

    “A netbook running ubuntu can’t even keep up with an iPad performance wise.”

    You must have had a bad install or something, 10.04 LTS runs pretty fine for a netbook on my machine. Nearly “OS X like” in use as well.

    The iPad is a bit faster in appearance because of Apple’s A4 and iOS graphic tweaks than a $290 netbook, but then again it also costs twice as much. Also the iPad comes minus: keyboard, USB ports, monitor stand, camera, decent storage, self updating, etc. which I wouldn’t trade out for a tiny bit more speed. The risk factor for loss, damage, theft is also higher on iPads.

    Despite what Steve Jobs says, the iPad really doesn’t compete with netbooks on any level, it’s just Apple’s version of a “netbook” or low cost computer.

    Apple’s marketing on that is to get netbook type people into a Apple Store and try to up sell them. The $500 iPad is rather pitiful in storage capacity, purposely designed to be that way so lead people to spend closer to $1000 Apple intended to get people to spend all along.

    iPad people will be spending money to turn their iPads into laptops, just like laptop people spend money to turn their laptops into desktops.

    My opinion is Ubuntu (with Firefox, OpenOffice) is good for secure, non-commercial software basic netbook type needs but once you need more power like a laptop or commercial software it’s better to just buy a $2000-$4000 MacBook Pro with a huge hard drive (7,200 RPM) and plenty of RAM/ extended warranty to begin with and be done with it. One can always run Windows 7 in a virtual machine if need be.

  8. installing Ubuntu on a net-book will yield a device (as I stated) that can’t even run hulu at standard def.

    My ubuntu netbook with Atom processor/integrated graphics on cable is getting 380p, 16:9, Flash, 8 1/4″ x 6 1/4″ on Hulu smooth as silk. Any more than that drops frames.

    Remember this is a netbook, not a dual core, dedicated graphics media PC/Mac. And high speed Internet isn’t widely available everywhere anyway due to it’s high costs, and if so, is usually shared amongst a lot of others.

    If I was going to watch video and knew I had a high speed connection where I was going, I would drag my heavy and powerful MacBook Pro and watch at full 15″ screen size.

    The netbook was designed as a lower cost, light weight, lower performance, portable laptop alternative, which the iPad is somewhat as well, but with considerable higher cost with a lot less features than a netbook.

    With Ubuntu instead of Windows for the netbook OS, negates the need for processor hogging anti-virus.

  9. installing Ubuntu on a net-book will yield a device (as I stated) that can’t even run hulu at standard def.

    My ubuntu netbook with Atom processor/integrated graphics on cable is getting 380p, 16:9, Flash, 8 1/4″ x 6 1/4″ on Hulu smooth as silk. Any more than that drops frames.

    Remember this is a netbook, not a dual core, dedicated graphics media PC/Mac. And high speed Internet isn’t widely available everywhere anyway due to it’s high costs, and if so, is usually shared amongst a lot of others.

    If I was going to watch video and knew I had a high speed connection where I was going, I would drag my heavy and powerful MacBook Pro and watch at full 15″ screen size.

    The netbook was designed as a lower cost, light weight, lower performance, portable laptop alternative, which the iPad is somewhat as well, but with considerable higher cost with a lot less features than a netbook.

    With Ubuntu instead of Windows for the netbook OS, negates the need for processor hogging anti-virus.

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