Tiernan Ray reports for Barron’s that Cowen & Co. semiconductor analyst Timothy Arcuri in a note to clients wrote, in part:
Regarding Apple Watch, the Taiwan supply chain remains generally skeptical and Quanta/ASE yield issues persist. Our work indicates overall unit supply of ~6MM units by June for Apple Watch with Apple now working with Foxconn to try to improve supply and also trying to develop a parallel supply chain in Japan. We got more confirmation of the likelihood of a 2.0 version of the Watch to be launched later this year that will not require iPhone tethering for full connectivity and, we think will also be the first Apple device w/OLED screen, supplied by Samsung. — Cowen & Co. semiconductor analyst Timothy Arcuri
Read more in the full article here.
MacDailyNews Take: Seriously, does it make sense for Apple to alienate the first, most enthusiastic wave of buyers by releasing the next-gen Watch a mere 5 or so months after the initial Apple Watch release?
Not to us, it doesn’t.
Frankly, if this isn’t just bad information wafting out of China, this smacks of a rather laughable effort to suppress initial Apple Watch sales or, at least delay them until fall when those who’ve been hoodwinked realize that there is no Apple Watch 2 launching in fall 2015 while the actual Apple Watch is still in the midst of its worldwide rollout.
In January 2014, Arcuri claimed the iPhone 6 display was “locked down” with a 4.8-inch display. It wasn’t.
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]