AAPL Stock: 118.3 ( + 0.49 )

Printed from

Mass production of new iPhone not expected until late Sept.

updated 10:18 am EDT, Thu August 2, 2012

Could impact Apple sales, China Mobile launch

If Apple is in fact holding an iPhone event on September 12th, it could create some unexpected problems, an investor memo from Sterne Agee's Shaw Wu indicates. Based on "supplier checks," the analyst notes that he only expects volume production of iPhones to happen in late September. If so that could meant that while suppliers will make a fair amount of money in the September quarter, Apple itself won't see a substantial amount of money until the December quarter.

Wu says that his firm is also "picking up progress" on a possible China Mobile iPhone launch by the end of the year, but that it could end up being pushed out to 2013 anyway because of supply constraints. A potential contributor to this is the new, thinner in-cell touchscreen technology Apple is believed to be using, which could create a production bottleneck. "We believe what will likely happen is that iPhone will be capacity constrained due to 'overwhelming' demand and some [production] orders will likely 'spill over' to the March and June 2013 quarters," Wu writes.

Going into detail about China Mobile, the analyst claims that final details are being arranged, and that progress has been "accelerated" by the future iPhone's compatibility with the TD-SCDMA 3G standard, among other China-specific features. TD-SCDMA is a format only used by China Mobile, and has served as a barrier to iPhone adoption despite the device being on sale with China Unicom and China Telecom. Mobile is the world's largest wireless carrier, and any iPhone owners on its network are using hacked devices limited to 2G data.

by MacNN Staff



Login Here

Not a member of the MacNN forums? Register now for free.


Network Headlines

Follow us on Facebook


Most Popular


Recent Reviews

Ultimate Ears Megaboom Bluetooth Speaker

Ultimate Ears (now owned by Logitech) has found great success in the marketplace with its "Boom" series of Bluetooth speakers, a mod ...

Kinivo URBN Premium Bluetooth Headphones

We love music, and we're willing to bet that you do, too. If you're like us, you probably spend a good portion of your time wearing ...

Jamstik+ MIDI Controller

For a long time the MIDI world has been dominated by keyboard-inspired controllers. Times are changing however, and we are slowly star ...


Most Commented