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Only 20M-25M iPhones will be produced in the September quarter, sources tell Digitimes. The...

Only 20M-25M iPhones will be produced in the September quarter, sources tell Digitimes. The next-gen iPhone will account for a large chunk of these shipments. The report comes as Apple (AAPL +0.7%) trades higher in spite of Verizon's soft iPhone sales figure - a Q2 U.S. slowdown seems to be priced in. iPhone component suppliers are also moving higher, thanks to Qualcomm and Skyworks' reports. Avian recently estimated Q2 iPhone builds may have fallen to ~20M.
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Comments (10)
  • Gutone
    , contributor
    Comments (438) | Send Message
     
    It's priced in: consistent with my judgment yesterday.

     

    http://bit.ly/NOylIX
    19 Jul 2012, 11:18 AM Reply Like
  • GSlusher
    , contributor
    Comments (1279) | Send Message
     
    You really should either not use Digitimes as a source or give a warning to the readers that this "source" has been VERY unreliable in the past. Using Digitmes as a source without a serious caveat suggests that the author here doesn't follow what she/he is writing about or doesn't care about accuracy.
    19 Jul 2012, 11:30 AM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    I do like to know who is "Avian". It may not be too late to get out of Apple , it is supposed to release its E.P.S. on Tuesday after the market closed.
    19 Jul 2012, 06:52 PM Reply Like
  • remurraymd
    , contributor
    Comments (2287) | Send Message
     
    Normal baked in in preparation for the 50 million unit iPhone 5
    release the largest refresh in the history of the world according to Gene Munster of Piper.
    19 Jul 2012, 11:32 AM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    what am I supposed to do between now and September?
    19 Jul 2012, 06:54 PM Reply Like
  • janeyb
    , contributor
    Comments (4) | Send Message
     
    In my humble opinion, a huge majority who want to upgrade their iPhones or Blackberry phones (or others) are waiting for the new iPhone 5. I know my husband is.
    19 Jul 2012, 01:34 PM Reply Like
  • ernieschu
    , contributor
    Comments (2) | Send Message
     
    When will the AAPL dividend be issued?
    19 Jul 2012, 01:35 PM Reply Like
  • frededietort
    , contributor
    Comments (18) | Send Message
     
    yeah... where's that dividend...
    19 Jul 2012, 03:14 PM Reply Like
  • Kenn Wagenheim
    , contributor
    Comments (149) | Send Message
     
    Dividend is expected to be discussed on the conference call.

     

    On that, I'd note this:

     

    Since announcing a plan to use $45 billion of cash OVER 3 YEARS, they announced $13 billion more in cash in Q2. If they announce another $12 billion+ in cash for Q3, they will have ADDED $25 Billion in 6 months, when they're spending $45 billion over 3 years.

     

    Can't help but wonder if the start of the dividend will also be it's first increase.

     

    I'd love to hear about a bigger buy-back. Come on AAPL, the stock's a P/E of 15. You know you're worth more.
    19 Jul 2012, 10:56 PM Reply Like
  • QuantRec
    , contributor
    Comments (438) | Send Message
     
    Your comment has been published:
    Here is a good rundown of all the specific numbers from lots of analysts both pros and others who have been pretty accurate over past few years: Apple 2.0 Earnings Estimates http://goo.gl/z6XVN
    23 Jul 2012, 02:04 AM Reply Like
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