MacRumors

The Wall Street Journal reports on continuing shortages of the iPhone 4S at U.S. carriers, more than a month after the device went on sale. Carriers indicate that the shortages are due to very strong customer demand rather than any shortfall in Apple's production.

Verizon Wireless customers may have to wait more than three weeks for the device, according to the carrier’s website. That compares with as much as 21 days at AT&T and up to 14 days at Sprint Nextel. While some tech blogs have suggested Apple’s manufacturing isn’t keeping pace, the carriers point to unexpectedly strong demand for the handset.

“We are having some supply issues in the sense that demand’s huge,” AT&T’s president of emerging devices, Glenn Lurie, said Wednesday. “We have had just record-breaking sales on it.”

Apple typically prioritizes its own distribution channels in the face of tight supplies, but even its online store is citing shipping estimates of 1-2 weeks on iPhone 4S orders, while its retail stores are utilizing a reservation system to manage the tight supplies. Through the system, customers are able to reserve iPhone 4S units each night from the available stock at their local store, stopping by the following day to make their purchase. Any unreserved stock is then made available for walk-in purchase, although even reservation customers have been having some difficulty finding availability of the popular device.

Apple sold a record-setting four million iPhone 4S units in its opening weekend, and the company is confident that it will see record sales for the iPhone during the current quarter. In addition to the strong sales in its launch markets, Apple has also been pursuing an aggressive international rollout for the iPhone 4S. With two new rounds of international launches having occurred since the original seven-country debut on October 14th, the iPhone 4S is now available in 44 countries around the world.

Google yesterday officially unveiled its full Google Music service, including a music download store offering a number of the same features as Apple's iTunes Store. The new Google Music store arrives as part of the Android Market and seems designed to attract users to the Android platform by offering an alternative to Apple's iTunes ecosystem. Like the iTunes Store, Google Music offers per-track pricing typically ranging from $0.69-$1.29, with over 13 million tracks available for purchase.

The store offers more than 13 million tracks from artists on Universal Music Group, Sony Music Entertainment, EMI, and the global independent rights agency Merlin as well as over 1,000 prominent independent labels including Merge Records, Warp Records, Matador Records, XL Recordings and Naxos. We’ve also partnered with the world's largest digital distributors of independent music including IODA, INgrooves, The Orchard and Believe Digital.

You can purchase individual songs or entire albums right from your computer or your Android device and they’ll be added instantly to your Google Music library, and accessible anywhere.

Google Music also includes some of the same cloud-based services offered by Apple as part of iCloud and iTunes Match, features that Google rolled out in beta form earlier this year without the support of its own music store. With Google Music, all music purchases from the market are stored online, with users also able to upload up to 20,000 of their own tracks for free.

The company is also integrating the new music service with its Google+ social networking platform, allowing users to post individual tracks to their Google+ pages where friends can take advantage of a one-time free stream of each track.

Google is also rolling out an "artist hub" feature, which allows any signed or unsigned artist with distribution rights for their material to create a dedicated Google Music page for a one-time $25 fee. Artists can use their pages to share information and sell their music, with artists able to set their own pricing and receiving 70% of revenue.

One missing piece for Google is Warner Music Group, one of the four major music labels in the United States and which has yet to reach an agreement to have its content distributed through the store. Warner, which is said to still be in talks with Google, is the third-largest record label and holds approximately 20% of the market.

Digitimes reports that Apple has pulled back on its fourth-quarter orders for iPad 2 display panels, although the reduction appears to be part of an overall strategy to prepare for the launch of the iPad 3 early next year rather than a shortfall in customer demand. According to the report, Apple stockpiled components for an extra 4-5 million iPad 2 units during the third quarter, allowing it to reduce its orders for the fourth quarter.

Sales of iPads at the end market totaled 11.12 million units in the third quarter of 2011, according to data released by Apple. However, inventories of parts and components prepared by the makers in the supply chain for the production of iPad 2 in the quarter are sufficient for the production of 15-16 million iPads, leaving a stockpile of 4-5 million units of iPad 2 in the supply chain, the sources noted.

That explanation is in line with claims from analyst Chris Caso following rumors in late September that Apple would be cutting fourth-quarter iPad production. Caso claimed that Apple had "pulled in" production from the fourth quarter to the third quarter, accelerating its manufacturing timetable ahead of the holiday quarter.

The reason for this stockpiling of iPad 2 components appears to be preparations for the iPad 3 launch, as Digitimes also notes that suppliers of both display and touch panels for the iPad 3 have either already begun or will soon begin shipments to Apple.

While Apple is adjusting panel inventory for iPad 2, Samsung and Sharp already began shipping panels for the next-generation iPads to Apple in October, and Taiwan-based touch panel makers TPK Holding and Wintek will begin to ship touch panels for the new iPads to the supply chain in November-December, the sources noted.

The iPad 3 has been rumored to see an early 2012 introduction and is expected to carry a higher-resolution "Retina" display, although display suppliers have been said to be struggling to produce the panels in volume.

In a bit of an interesting move, Apple has removed its Texas Hold'em game from the App Store, potentially marking the end of the only game Apple ever produced on its own for the App Store.

Texas Hold'em began life as a game for non-iOS iPod models, debuting in late 2006. As Apple introduced the iPhone just a few months later, rumors circulated that Apple was getting serious about gaming, in part evidenced by its in-house work on Texas Hold'em for the iPod.

When Apple officially launched the App Store for the iPhone and iPod touch in 2008 to allow third-party developers to create apps for iOS, Texas Hold'em appeared as a debut title with greatly enhanced functionality over the traditional iPod version, further fueling claims of Apple's interest in pursuing game development of its own.

Apple's early interest in producing its own games for the iPod and later iOS appear to have stemmed from concerns over its ability to attract third-party developers to the platform, or at least to provide those developers with an example of what could be done on the devices. As large developers such as EA and Gameloft and a host of smaller developers all flocked to the platform, Apple undoubtedly quickly discovered that it did not need to support its devices with its own gaming content.

Unsurprisingly, Apple has not released any information on the reason behind the disappearance of Texas Hold'em, which sold for $4.99 and was last updated in September 2008. A dedicated page about the game remains active on Apple's site at this time, although it is not featured on or linked to from other App Store pages on the site.

(Thanks, Travis!)

Update: Apple has now removed the Texas Hold'em feature page from apple.com.

German site Macerkopf reports [Google translation] that Apple is working on two separate software updates for iOS 5, looking at both near-term battery fixes and longer-term improvements to Siri. Macerkopf tells us:

iOS 5.0.2 coming very soon, solving the battery bugs. Should arrive before the end of next week. Apple is working hard on the update. In addition Apple ist working on the first big iOS 5 Update (iOS 5.1), bringing some siri-extensions. Also the Siri hardware-control is in work "take a picture", "make a video", "switch on/off WiFi", "switch on/off BT" and more.

According to the report, a new update presumably coming as iOS 5.0.2 is set to be released "no later than next week" to address continued battery life issues even after last week's release of iOS 5.0.1 intended to target those problems. A release next week would be a fast turnaround given that there has not yet been any sign of developer testing for an iOS 5.0.2, although iOS 5.0.1 spent only about a week in testing as Apple rushed to release the update to the public.

Beyond the near-term battery fixes, the source also suggests that Apple is working hard on enhancements to the Siri functionality of the iPhone 4S, with the update apparently set to come early next year in a more significant software update probably dubbed iOS 5.1. The report points to Apple's Siri FAQ to note that additional language support and expansion of maps and local search to new countries will be included in the update. In addition, Apple is said to be looking at a significant expansion of Siri's capabilities for controlling iOS devices, implementing commands for such tasks as taking photos and videos, and turning connectivity such as Wi-Fi or Bluetooth on and off.

Macerkopf has not been a frequent source of rumors regarding Apple's plans, and thus the report should be taken with some skepticism, but the claims do seem to line up with Apple's priorities of addressing continuing battery issues and increasing the functionality of the flagship feature of the new iPhone 4S.

German site mobiFlip.de reports (via FOSS Patents) that Samsung has apparently relaunched the Galaxy Tab 10.1 in Germany, tweaking the design and releasing it under a new Galaxy Tab 10.1N name in an attempt to skirt around the injunction against selling the original design.

The most obvious difference from the front of the device is that the metal frame around the edges of the device now wraps around slightly toward the front along two of the edges. It is unclear what, if any, other changes Samsung made to the device to address the court's view that Samsung had copied the iPad with its initial design.

As FOSS Patents notes, it is also unclear exactly how Samsung arrived at the slightly-tweaked design, although it likely was a result of consultation between designers and the company's lawyers well-versed in the court's findings and likelihood of accepting the design as different enough from the iPad to pass muster.

MarketWatch reports on comments from AT&T executive Glen Lurie noting that the carrier's churn rate has remained steady since Verizon and Sprint began offering the iPhone earlier this year. Some observers had expected that AT&T might experience a significant amount of customer defection once it lost iPhone exclusivity in the United States, as the carrier has been the target of a number of complaints about network coverage and other issues.

"Churn has not moved at all," said Glen Lurie, president of emerging devices for AT&T. Churn refers to the number of customers who cancel services.

Lurie said the carrier's relationship with Apple Inc. AAPL +0.06% , maker of the iPhone, has been positive, and they've had record-breaking sales of the latest iPhone 4S which has led to some supply issues. U.S. consumers are looking at a week to two week wait times to get the latest iPhone 4S from AT&T, he said.

AT&T continues to hold several advantages over its rivals when it comes to the iPhone, with one of the major ones being network data speed. With the iPhone 4S supporting HSPA+ technology, AT&T can offer significantly faster speeds for the iPhone than Verizon and Sprint can on their CDMA networks. Sprint users in particular have complained of very slow data speeds on the iPhone 4S so far.

As the only GSM-based iPhone carrier in the United States, AT&T is also able to offer the iPhone 3GS free on contract, while Verizon and Sprint start with the $99 8 GB iPhone 4 as their low-end devices. While the pricing difference becomes negligible once the total cost of a two-year service contract is accounted for, customers are still attracted to the low upfront cost of the iPhone 3GS, as evidenced by the fact that it remained the second best-selling smartphone in the U.S. behind the iPhone 4 heading into the iPhone 4S launch.

While a loss of iPhone exclusivity has apparently proven to not be an issue for AT&T's customer retention, the expansion to Verizon and Sprint has had an effect on the one major U.S. carrier still not offering the iPhone: T-Mobile USA. That carrier noted as part of its earnings discussion last week that customer churn due to the iPhone continues to be an "area of concern" for T-Mobile.