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Sharp hasn't yet started the mass production of screens for Apple's (AAPL) next iPhone, the WSJ...

Sharp hasn't yet started the mass production of screens for Apple's (AAPL) next iPhone, the WSJ reports. Sharp had hoped to have begun deliveries by now and it is unclear when it will be able to start, although the iPhone's two other screen suppliers, LG Display and Japan Display, have commenced shipments. Still, the delay at Sharp raises doubts about whether Apple will be able to meet demand. (earlier)
Comments (7)
  • dab3z
    , contributor
    Comments (312) | Send Message
     
    Demand is never met at initial release. Apple sold around 6-7M units the first two weeks last go around (someone correct me if I'm wrong, I'm going off memory). I expect similar results this year. If we come in at 30M units for Q4, I will be thrilled. But I don't see it happening.
    31 Aug 2012, 08:50 AM Reply Like
  • Advill
    , contributor
    Comments (2186) | Send Message
     
    Here there are people in WSJ and many other sources practicing a corporate "paparazzi" which in mostly bullsh... as most paparazzi activities are.

     

    They don´t know..they don´t care they just have a white screen to fill every day...
    31 Aug 2012, 09:22 AM Reply Like
  • Luke Skywooker
    , contributor
    Comments (403) | Send Message
     
    can't see how this will affect AAPL. Most people can wait another week or so. Manufacturing capacity is rarely a problem these days.
    31 Aug 2012, 10:00 AM Reply Like
  • oregondean
    , contributor
    Comments (103) | Send Message
     
    This, if it is true, is not fatal or particularly damaging. Apple (Cook!) is king of the hill with regard to supply chain management. Apple is certainly not surprised by this and has had months to make sure the other suppliers, which as the author points out are online, are in place and predicatable. Managing leadtimes is something Apple does very well.

     

    Bookings lead to shipments which equals profits. The key question is how this affects Q4 revenues/profits. The demand is real and the total of Q4 + Q1 will not be changed by this.

     

    From a marketing perspective I would not expect Apple to meet all of the demand initially anyhow. The "buzz" of a backlog helps to encourage others to jump in and order by keeping the iPhone 5 as part of the conversations and ongoing coverage.
    31 Aug 2012, 11:41 AM Reply Like
  • DanoX
    , contributor
    Comments (2602) | Send Message
     
    Why is it true? the same story has been written for five years before every product release, the manufacture of both the iPhone, and the new tablet has already started a month ago maybe longer ten million of something doesn't just appear out of thin air, the so called experts never cease to amaze with their stupidly.
    31 Aug 2012, 12:58 PM Reply Like
  • bjnflicks
    , contributor
    Comments (2010) | Send Message
     
    Yes, Cook is the master of supply chain logistics and I'm sure they are on top of this. Two companies already delivering. Sharp may or may not be significant. In any case there is plenty of time as a huge percentage of shipments will not take place until the christmas season. There will be two huge surges of orders, one initial, the other late November to mid December. Apple has the clout and cash to compel any of these companies to ramp up production in time.
    31 Aug 2012, 01:33 PM Reply Like
  • Russ Fischer
    , contributor
    Comments (2347) | Send Message
     
    There's the three suppliers of the iPhone display identified. Samsung used to supply ALL the displays.
    So the displays have gone away, the mobile dram has gone to Elpida. The flash (or a lot of it) has gone to Toshiba.
    The next thing is for the application processor to be fabbed by someone else. Intel is the only company capable of delivering the volume and technology that Apple needs.
    The important tidbit is: The Intel Developers Forum is Sep 11-13. The Intel CEO, Paul Ottelini has never missed one of these meetings. He missing this one. The Apple iPhone announcement is Sep 12. Could Ottelini be at the Apple show to support Apple on their change from Samsung to Intel on the "A" chips?
    31 Aug 2012, 04:19 PM Reply Like
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