Analyst: Apple iPhone 4 sold out in China for months, Apple can’t make them quickly enough

“Ticonderoga Securities’ Brian White, back from his recent China tour, reports in a note to clients Monday that the iPhone 4 is sold out for two months at Apple Stores, authorized resellers and China Unicom,” Philip Elmer-DeWitt reports for Fortune. “‘In fact,’ he writes, ‘we estimate China Unicom has been unable to fulfill approximately one-third of the iPhone 4 orders due to shortages.'”

P.E.D. reports, “‘We continue to believe,’ White concludes, ‘that China remains in the early stages of catching ‘Apple fever.””

Read more in the full article here.

MacDailyNews Take: What Steve Jobs has constructed is moving like a tremendous machine! (Now, quick, make more iPhones!)

20 Comments

  1. A touch based interface for a character based language. How long to figure out how great that’s going to be. Apple had the Chinese market at 人. Or maybe 你好.

  2. The Verizon iPhone starts to look less critical, with Apple STILL unable to meet worldwide demand on iPhone 4 using the existing distribution channels. If “Apple Fever” really does catch on in China, there may not be enough existing production capacity left in the world to keep up with demand for iPhone (and iPad). Apple will need to use some of that cash in the bank to build more factories.

    And “antennagate” becomes a distant memory after less than six months… I hope “iPhone 5” (or whatever it is called) has the exact same antenna design. ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

  3. Great comments lurker and ken1w.

    The impact on the Verizon iPhone was my first thought when I saw this article.

    If Apple is really that strained with producing iPhones, then how could they possibly produce a Verizon iPhone *and* in a few months start shipping the iPhone 5?

    I too hope that Apple keeps the exact same design.

  4. Perhaps Apple can open a assembly plant in the U.S. to make all those iPhones for the Chinese? ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

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