RUMOR: Apple cuts iPhone 4S, iPad 2 component orders for 4Q11

“Apple has informed upstream suppliers of parts and components for iPhone 4S to delay part of their shipments for the fourth quarter of 2011 to the first quarter of 2012 as sales of the iPhone 4S have not been as strong as those concluded in the pre-sales period and also due to shortages in the supply of some key components, according to sources at the iPhone 4 supply chain,” Cage Chao and Steve Shen report for DigiTimes.

“According to a Chinese-language Commercial Times report, Apple is likely to adjust downward its shipments of iPhones and iPads from related suppliers by 10-15% in the fourth quarter,” Chao and Shen report for DigiTimes.

Read more in the full article here.

MacDailyNews Take: You can bet your sweet Mac that we will revisit this rumor, based on a Chinese-language Commercial Times report, when iPhone and iPad holiday quarter unit sales are announced by Apple in January. In the meantime, enjoy the AAPL sale!

Related articles:
Apple’s iPhone 4S sold out in Hong Kong within 10 minutes – November 7, 2011
Best Buy selling out of Apple’s new iPhone 4S – October 31, 2011
Apple’s iPhone 4S likely to eclipse iPad 2′s Guiness World Record for fastest selling CE product – October 17, 2011

37 Comments

    1. Apple needs to start an immediate denial PR dept. that will put the kibosh on these rumors, half truths and lies as quickly as they start, to avoid these blatant stock manipulations. They owe it to their honest investors.

  1. Coincidence that this report timely released into what is going to be a very bad market open? This is precisely what the SEC needs to look into. This report was purposefully timed.

  2. What I gleaned from this story is Apple is going to have a slight shortage of key components so they told some of their suppliers they would need less of the other components too. No need to have a back stock of widget 1, if widget 2 is in short supply.

    1. Several alternative explanations come to mind
      1. Apple didn’t like certain statements or actions by some of their suppliers and is slowly moving to other suppliers
      2. The iPhone5 and iPad3 are closer than we think

    1. You mean bigger uglier screens? A bigger screen with a lower resolution looks uglier. All of the Android phones out with screens bigger then 3.5″ actually have lower resolution then the iPhone 4S. Blowing up a picture bigger but not adding any definition leaves you with a crappy picture. Also they are more awkward to hold.

  3. Yes thats right. Apple is cutting order because paradoxically it is both selling like crap, and also can’t manage to get enough of certain components to put in the devices it supposedly isn’t selling.

    All while aggressively launching in more international markets day by day.

  4. Just recently there was an anyalist that did checks on Apple stores and reported that they were selling out! I was in AT&T yesterday and was told that they couldn’t get enough of them. I called Radio Shack, Verison, Best Buy and no iPhones were to be had in the whole city.

  5. File under Beyond Bullshit. Apple’s web site shows 1-2 week ship times for a black 16 gb 4S, heading into the holiday season, because sales have been lower than expected? And if Apple, with its exemplary supply chain management, can’t keep parts coming, then no one can, unless they are the bits of electronic turds that go in Android devices.

  6. RUMOR: Supply chain reports indicate that Apple has doubled its orders for iPhone 5 components for the coming 3 quarters. (to be followed with cuts in iPhone 5 components in the next Q1 while it triples orders for iPhone 5S components…and so on…and so on)

    There, that should take care of things. Let’s get this circulated pronto! (but, please, don’t call me an analyst!)

  7. That’s it for Apple shares. Supply chain units slashed 10%-15% so Wall Street might as well cut Apple’s current share price the same amount. I think the Galaxy Nexus is already starting to show its effect on iPhone 4S sales. Just when the Apple bulls were so sure Apple was out of danger, it’s back into the frying pan again. This component cut likely reaffirms the evil practice that Apple is deliberately causing shortages to fool the media into thinking that the iPhone 4S is in high demand when it actually isn’t.

    By the time of next earnings announcement it will be revealed that Apple only sold a sum total of 18 million combined iPhones and shares will tumble faster than lost iPhone sales. Apple shareholder woes have only just begin with this informative trade report. Apple shares are already tumbling in a mad fury. The big sell-off has just begun. You’ve been warned.

    1. Just like i was warned at $30 and $60, and $100, and $200. The streets are littered with the bloody corpses of “iPod killers”, “iPhone killers”, and “iTunes killers”. Apple continues to take away the profitable portions of every market in which they participate, leaving companies like Google and Microsoft to race each other to the bottom with loss leaders and give-aways. Microsoft continues to tread water while they burn through their cash hoard, and Google pathetically searches for a model that will work when search results aren’t displayed in a way that includes advertising. In 2 years Apple will permanently be the largest corporation in the world. In 10 years people will be asking, “Google? What’s that?”

  8. Not selling??? I want to get my 4S from O2, and have been checking stock for 2 weeks, but none have stock in London, or anywhere else, so I am waiting to be told when they are available..

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