“Prior to the third quarter earnings report I discussed a part of the Apple’s balance sheet related to tangible assets (Plant, Property and Equipment),” Horace Dediu writes for Asymco. “In a series of three posts I covered the Land and Buildings (data centers and campuses), Leasehold Improvements (store investments) and Machinery, equipment (tooling and factory equipment as well as servers.)”
“The data shows that there is a consistent pattern of investment in pursuit of strategic goals: extending reach into distribution through stores, extending services through cloud infrastructure spending, and extending control over the supply chain,” Dediu writes. “One story that still remains largely untold is how much does Apple know in advance what it will spend.”
Dediu writes, “In other words, can we tell if Apple can anticipate demand and does it plan its expansion well in advance?”
Read more in the full article – recommended – here.
[Thanks to MacDailyNews Reader “Brawndo Drinker” for the heads up.]
The analysis from asymco is, as always, extremely insightful.
Apple’s capital spending projections suggest significant iPhone and iPad production increases in 2012.
Apple now has a single phone it can sell to every market, every telco and every country. And Sprint (good) and China Telecom (fantastic) are coming on-board.
This will be the mother of all production runs.
“This will be the mother of all production runs.”
And Apple has the cash & design skills to pull it off.
And it will not be just iPhones and iPads.
Wait until the next MBPro Air laptops arrive in 2012. I think they are going to set the laptop arena a-twitter with new features and capability.
The word data is plural.