Analysts See iPhone 4S Supply Constraints Throughout Holiday Quarter
Fortune summarizes a pair of analyst reports out today suggesting that Apple may be experiencing some supply constraints on the iPhone 4S during this holiday quarter. The company has obviously been working hard to demand for the device as shipping estimates through iPhone carrier partners and even Apple itself have at times been lengthy, but beyond high demand the new reports suggest that Apple may be having some trouble meeting its own production goals for the device.
The first report, from Rodman and Renshaw analyst Ashok Kumar, cites shortages of an unidentified "key component" for the iPhone 4S that is holding back production.
In a note entitled "Limited near-term upside for iPhone," Rodman & Renshaw's Ashok Kumar alerted clients that low yields on an unidentified "key component" is likely to constrain production of the iPhone 4S this quarter.
Including an estimated four million iPhone 4S units that were manufactured but not shipped in the prior quarter, Kumar says that Apple could sell 30 million iPhones this quarter, still a healthy number but leaving Apple without the ability to completely satisfy consumer demand.
The second note comes from Susquehanna Financial's Jeff Fidacaro and similarly cites "supply constraints" as the reason behind his reduction in quarterly iPhone sales of about three million units, moving from 26-28 million units to 23-25 million units. He notes that demand appears to remain strong but that Apple is having a hard time producing enough iPhones to meet that demand.
Popular Stories
Apple is set to release iOS 18.2 in December, bringing the second round of Apple Intelligence features to iPhone 15 Pro and iPhone 16 models. This update brings several major advancements to Apple's AI integration, including completely new image generation tools and a range of Visual Intelligence-based enhancements. There are a handful of new non-AI related feature controls incoming as well.
...
We're officially in the month of Black Friday, which will take place on Friday, November 29 in 2024. As always, this will be the best time of the year to shop for great deals, including popular Apple products like AirPods, iPad, Apple Watch, and more.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment,...
The first Geekbench 6 benchmark results for the M4 Pro chip surfaced today. Impressively, the results that are available so far show that the highest-end M4 Pro chip is faster than the highest-end M2 Ultra chip in terms of peak multi-core CPU performance.
Here is a comparison of the results:
Mac mini with M4 Pro (14-core CPU): 22,094 multi-core score (average of 11 results)
Mac Studio...
The iPhone SE 4 that's set to come out early next year is expected to debut Apple's first in-house 5G modem, according to Jeff Pu, an analyst who covers companies within Apple's supply chain.
In a research note this week with Hong Kong-based investment firm Haitong International Securities, Pu said Apple is expected to roll out its custom-made 5G modem starting with the next-generation...
With the second beta of iOS 18.2 that's available for developers today, Apple has further fleshed out the ChatGPT integration that's available with Siri. In the Settings app, there's now a section that shows the ChatGPT daily limit, and offers an option to upgrade to the paid ChatGPT Plus plan.
The beta includes an Advanced Capabilities section with a "Daily Limit" reading that shows up as...
Apple's new M4 Pro and M4 Max chips are impressively fast in terms of CPU performance, topping the M2 Ultra, but what about graphics performance?
The first Geekbench 6 results for GPU performance are now available for the M4 Pro and M4 Max, and the Metal scores reveal some impressive year-over-year gains. Based on the Metal scores that are available so far, the M4 Pro and M4 Max are up to...
After a busy October in which Apple announced new Macs and Apple Intelligence launched, the calendar has now turned to November. Below, we outline what to expect from Apple this month as the slower-but-still-busy holiday season approaches.
After seeding the first betas of iOS 18.2, iPadOS 18.2, and macOS Sequoia 15.2 with additional Apple Intelligence features last month, Apple will likely...
