“After improving shipping times to 1 to 3 days and seemingly catching up with demand on new iMacs over the weekend, Apple today updated shipping times again to “within 24 hours” on its North American Apple online stores,” Jordan Kahn reports for 9to5Mac.
Read more in the full article here.
All models, the 21.5-inch 2.7GHz quad-core Intel Core i5, the 21.5-inch 2.9GHz quad-core Intel Core i5, the 27-inch 2.9GHz quad-core Intel Core i5, and the 27-inch 3.2GHz quad-core Intel Core i5 are listed as “Available to ship: Within 24 hours.”
MacDailyNews Take: Five months late. The opening through which the AAPL shorts and fomenters streamed like locusts.
We were significantly constrained with respect to the new iMacs and were only able to ship them for the final month of the December quarter. We believe our Mac sales would have been much higher absent those constraints. – Apple CFO Peter Oppenheimer, January 23, 2013
If you look at the previous year, our Mac sales were about $5.2 million. This year, they were $4.1 million and so the difference is $1.1 million. And so let me try to bridge that. iMacs were down by 700,000 units year-over-year. As you remember, we announced the new iMacs late in October and when we announced those, we announced that they would ship, the first one, the 21.5-inch would ship in November and we did ship it at the end of November, we announced that the 27-inch would ship in December and we did ship that in mid-December. And so there were limited weeks of ramping on these products during the quarter, we left the quarter with significant constraints on the iMac. And we believe we know that our sales would have been materially higher if those constraints would not have exist. – Apple CEO Tim Cook, January 23, 2013
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]
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Heckuva job, Timmy!
MDN’s comment contains this mis-quote of Tim Cook: If you look at the previous year, our Mac sales were about $5.2 million. This year, they were $4.1 million and so the difference is $1.1 million.”
I believe that Cook was speaking about units, not dollars. iMac sales are in the billions of dollars.
Let’s beat the crap out of Apple because they couldn’t meet demand. It’s all Tim Cook’s fault. He’s such a bad CEO. He should be replaced by Dennis Rodman probably. Yeah, Dennis Rodman, that’s the ticket.
Disingenuous. It’s not that they “couldn’t meet demand” per se, it’s that they were, as MDN states, five months late and did not have ANY units available at their announcement.
Read the quotes above from Oppenheimer and Cook. Both acknowledge that Apple blew it.
Add 700,000 iMac units to last quarter and compare it to the consensus estimate.
They’re not five months late, they’re three (27″) and four (21″) months late. Apple announced in October that they would ship in November and December. It’s still late, but at least it’s now accurate.
http://www.apple.com/pr/library/2012/10/23All-New-iMac-Features-Stunning-Design-Brilliant-Display-Faster-Performance.html
They were already 2 months late at that point.
No way Apple intended to launch the new iMac in Nov. and Dec. Those were slipped dates. They wanted product available in October for the holiday shopping season, of course. Something(s) happened during production ramp that delayed things to the severe detriment of AAPL shareholders.
The initial press release stated Nov and Dec and I think that is when they expected to be able to ship.
I think your hypothesis on the production ramp is likely accurate, and agree they wanted to have product ready for the holiday season yet were likely too optimistic with their estimates of the production issues.
Yes, all I’m saying is that back a year or more ago when they planned the new iMac, they were shooting for a holiday 2013 launch, meaning: product availability for the holidays. By the time they did the press release, they already knew they were screwed.
I believe that this kind of backlog is very common in the Windows PC box market. No, just fooling with you. It is only found in companies that are iPad RoadKill. No, only happens as companies are going under due to demand that they can keep up with. If Apple sold the iMacs for $500, they would be able to have 2 or 4 month lead times. Oh, just do that RIMM buy on get one free and start closing the doors.
I is still 2-3 weeks if you do anything to customize the order. 24 hours is only for stock units.