“Analyst Ming-Chi Kuo of KGI Securities, who has a strong history of accurately predicting Apple’s future product plans, said in a note on Monday that Apple is expected to ship 8.4 million ‘iPhone 5C’ units in the current September quarter,” Neil Hughes reports for AppleInsider. “But difficulties in building the top-of-the-line ‘iPhone 5S’ [due to “yield rate issues with fingerprint sensor module and casing”] will reportedly limit that device to just 5.2 million units for the quarter.
“Kuo expects Apple to be able to increase ‘iPhone 5S’ shipments by 438 percent in the holiday 2013 quarter, reaching 28 million units in the three-month span,” Hughes reports. “That would put the ‘iPhone 5S’ ahead of the ‘iPhone 5C’ in terms of shipments for the quarter, according to Kuo. He sees shipments of the new plastic iPhone growing 122 percent quarter over quarter to 18.7 million units in the December frame.”
Read more in the full article here.
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So where’s the bad news? If they are able to ramp up before Christmas that’s really all that matters. The current quarter (the fourth-quarter) won’t have much time left by the time the phone goes on sale. It’s Q 1 that really matters. And according to this analyst, production will be up 438%. Sounds good to me.
No. All quarters matter.
If they are constrained when it first comes out that means less phones will be produced from the release to years end. That is a bad thing. If not constrained they would be able to ramp even higher. 28 million isn’t that much either.
Let’s just throw shite at the wall and see what sticks! cover all your bases and say Apple will only make one phone, then turn around and say they are going to make three! or two, or five, or…
Typical Apple ramp-ups. Very difficult to have enough supply to meet the pent-up demand when people know you introduce a new model every year and they wait for it to upgrade.
Not believable that this guy can know how many units can be produced five months from now. Making a living with pure bs.
As long as we’re slinging numbers around on rumored products, how about we look at per-day sales on these estimates?
FY13Q4 5c 442,105/day (19 days)
FY14Q1 5c 205,495/day (91 days)
FY13Q4 5s 273,684/day (19 days)
FY14Q1 5s 307,692/day (91 days)
Ming-Chi the merciless.
My wife came up with the true meaning for the 5s and 5c names:
5’Spensive
5Cheap
My contract is up for renewal in January, so I’ll wait for the dust to settle before picking up my new iPhone 5/5C5/S/6. 🙂
if these rumors come true, then we can say,
“supply chain genius, my ass.”
The whole point of an executive (both COO _and_ CEO) is to have somebody orchestrate resources to ensure demand is met. Now it may be a “good problem” if a product is wildly successful and retail shelves sell out for a short time. It’s a whole other level when you can’t even stock all your shelves out of the gate to meet a moderate expected sales rate. Such shortages are proof positive that the job isn’t getting done.
What’s pathetic is that we just went through this before several times. At Cook & Co’s pay rates, there is no excuse. These rumors damn well better be false.
The only pathetic one around here is you troll. I sure hope you are a paid troll because I do not understand how a sane person would post the tripe that you post.
I don’t know why I am wasting my time responding to your rude post, silverhawk, but you couldn’t be more wrong on all your assumptions. Do you have anything meaningful to discuss or are you just in attack mode again?
The same “severe constraints” every fucking iDevice initially suffers from?
You could change the date on every Apple prediction by analysts and repeat the same releases every quarter and no one would notice.
Don’t forget that with this usual ramp up for the holiday season, we can also look forward to Digitimes reporting in mid December that Apple has cut orders for components since the previous quarter.
This story has been printed every year since the iPod became a hit and it’s always gleefully repeated around the world as though Apple is having problems selling their devices. You might imagine that after so many years, people would have worked out that it’s a seasonal thing, but apparently some people are so stupid that they can’t see it.
“But difficulties in building the top-of-the-line ‘iPhone 5S’ [due to “yield rate issues with fingerprint sensor module and casing”
It is always the same. Problems in assembling, problems with component yields… And now the rumours start even before the devices is shipping. It is like the market want bad news, it want it to go bad for Apple, for Apple to fail and get hurt so it can fulfil the markets sentiment about Apple. So everywhere you look people are trying to construct bad news out of thin air and the devices is not even out.
I think we can now say that this Ming guy knows what’s what.