• Your favorite

    Apple

    ,

    iPhone

    ,

    iPad

    ,

    iOS

    ,
    Jailbreak
    , and
    Cydia
    site.
  • iPad "Supply Constraints" Causing Shortages


    As continued robust sales of the iPad stress Apple's ability to keep up with demand, analysts are identifying shortages at many retail outlets, and online Apple Store wait times have increased to two weeks and the pipeline for iPads outside the US has just dried up. It's gotten to the point that Wall Street - which has been pushing Apple's stock price higher and higher with every report of iPad sales - is beginning to worry if Apple can deliver on the hype it carefully built over the past year or so.

    Piper Jaffray analyst Gene Munster did spot-checks of fifty Apple stores this week, according the the Forbes Apple 2.0 blogger Philip Elmer-DeWitt, and discovered the devastation wrought by hordes of iPad-hungry consumers: thirty-seven of them (or 74%) were completely sold out of all iPad models, with only 13 (26%) still having Wi-Fi iPads in stock. None of the stores Munster called had any Wi-Fi + 3G models on hand. Munster told his clients that he expects "supply constraints to last throughout the June quarter, reaching equilibrium in mid-to-late Sept. quarter." While he thinks his previous prediction (of 1.3 million iPads sold in the June quarter) was too low, Munster is warning of problems ahead if Apple can't increase production: "While we see upside to our 1.3m iPad estimate in the June quarter and believe in the iPad as a long-term investable theme, we believe near-term Street numbers are getting ahead of Apple's supply." Translated: investors who are driving Apple stocks up, expecting a ton of iPads to be sold, are being too optimistic.

    Meanwhile, the second of two batches of iPads prepared for sale outside the US has apparently sold out, leaving only a vague "June" as the expected ship date for international customers.
    This article was originally published in forum thread: iPad "Supply Constraints" Causing Shortages started by Paul Daniel Ash View original post
    Comments 28 Comments
    1. extremzocker's Avatar
      extremzocker -
      and they introduced the iPads so late over here aswell :/
    1. PapaJohnX's Avatar
      PapaJohnX -
      People are eating em up faster than they can pop em out
    1. whereswaldo's Avatar
      whereswaldo -
      this always happens, people love apple, maybe too much
    1. J0ssh's Avatar
      J0ssh -
      It was saying June 8th in Australia, now it just says "June". Looks like I won't be getting one on payday...
    1. lolcats1's Avatar
      lolcats1 -
      picture is more insulting than anything else. are you really comparing those 2 things? hell, let's photo-shop the ovens that the jews were put in, by changing all the burnt corpses to overheated iphones.
    1. davshirley's Avatar
      davshirley -
      Quote Originally Posted by lolcats1 View Post
      picture is more insulting than anything else. are you really comparing those 2 things? hell, let's photo-shop the ovens that the jews were put in, by changing all the burnt corpses to overheated iphones.
      Ummm. that's a picture of soup lines during the depression. What's so offensive about that?
    1. willis0037's Avatar
      willis0037 -
      If I don't get my iPad by May 28th as the Australian Apple website stated I'm going to be PISSSSSSSSSSSSSSSSSSSED OFFFFFFFFFFFFFF!
    1. eZStaR's Avatar
      eZStaR -
      Quote Originally Posted by whereswaldo View Post
      this always happens, people love apple, maybe too much
      Or maybe its because they deliver quality products, which no one else can think to create?

      Edit: And I don't mean ripp off ^^ Next you will see the HTC introduce the "HTC Tablet," claiming it's theirs own idea a long side with Googles OS. Hahaha.
    1. tyfly867's Avatar
      tyfly867 -
      Good thing I just got mine! It took 10 days for it to ship but only 3 for fedex to get it from china to atlanta (free apple shipping). As I was signing for it the fedex man was like "iPad, right?" he said he has a truck full of them and been delivering them nonstop!
    1. playful_cyanide's Avatar
      playful_cyanide -
      Quote Originally Posted by lolcats1 View Post
      picture is more insulting than anything else. are you really comparing those 2 things? hell, let's photo-shop the ovens that the jews were put in, by changing all the burnt corpses to overheated iphones.
      You, my friend, are retarded.

      You my friend
    1. whereswaldo's Avatar
      whereswaldo -
      &davshirley lol
    1. Markanthony3211's Avatar
      Markanthony3211 -
      Wow, these things are flying off the shelves. Apple has did it again.


      Follow Me on Twitter @Markanthony3211
    1. CaptainChaos's Avatar
      CaptainChaos -
      So is this thing going to be like the ever elusive Wii was?
    1. StealthBravo's Avatar
      StealthBravo -
      I have been trying to get another one for my company for weeks now
    1. unison999's Avatar
      unison999 -
      Can Nintendo Wii Apple for copying their sales tactic? Apple would sue Nintendo if it was the other way around.
    1. StealthBravo's Avatar
      StealthBravo -
      you mean of low supply driving demand?
    1. CaptainChaos's Avatar
      CaptainChaos -
      Nintendo intentionally kept stocks low. I don't think this is Apples game plan.
    1. StealthBravo's Avatar
      StealthBravo -
      Yea I don't think they are doing that either
    1. CaptainChaos's Avatar
      CaptainChaos -
      With the cash they have piling in I wouldn't either. It's like Christmas in May for Apple.
    1. StealthBravo's Avatar
      StealthBravo -
      I think they would prefer to be low in stock but not as low as they are at the moment.