Analyst: iPhone 5 availability improving, 46.5M iPhones sales in December

By , Nov 8, 2012

The future is looking up for consumers hoping to lay their hands on an iPhone 5. After doubts arose over whether suppliers could meet high demand for Apple’s new handset, a Wall Street observer told investors Thursday the situation has “much improved” since September. Stern Agee analyst Shaw Wu believes the Cupertino, California company will sell 46.5 million smartphones in the December quarter, a huge increase from September’s 26.9 million iPhones shipped…

The concern over delivering enough iPhone 5 units for the all-important holiday period is no longer of a shortage of components, but a slowdown in assembling the device (via AppleInsider).

According to Wu, the supply chain bottleneck for the iPhone 5 has moved from components to assembly of the device itself.

Sharp, one of the suppliers of in-cell display panels for the device, said in September it removed bottleneck in supplies of iPhone 5 displays. Earlier this week, a comment by Apple’s largest supplier, Foxconn, prompted concern that Apple sales of its latest iPhone would fall short due to ongoing assembly problems.

The company was “falling short of meeting the huge demand”, Foxconn Chairman Terry Gou admitted. Along with Gou’s public comment, sources within the manufacturer in October described the iPhone 5 as “the most difficult device” to assemble.

Until now, many observers believed sales of the iPhone 5 would be constrained by suppliers having difficulty with Apple’s new design, which included in-cell displays that eliminated a separate touchscreen panel, but added headaches for companies manufacturing the components.

Has Apple’s design reached a tipping-point of being so cutting-edge that they are beyond current manufacturing capability?

Or have Apple’s demands become unwieldy, requiring parts makers and device assemblers to produce too much too quickly for too little?

Until we know more, the answer is unclear.

What do you think?

Where is the real holdup between design and a store shelf?

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  • CollegiateLad

    That’s an awful lot of iPhones.

  • ic0dex

    I ordered my wife an iPhone 5 on Oct 24th and I got an email from Verizon yesterday that the phone will arrive tomorrow Nov 9th. They originally told me that it would take 3-4 weeks but as you can see its much faster now. But here in Los Angeles no Apple store has them in stock. Hopefully they can get this under control and stock up the store for the Holidays.

    Happy Holidays everyone I hope everyone gets their iPhone 5 on time :)

    • Erik

      yep, it is faster now. they also said 3-4 weeks arrival for my ATT iphone 5 white, and they said it would ship in 7-14 business days but it just shipped and its only been 4 days! so much faster..

  • http://www.facebook.com/profile.php?id=100003018091347 Numero Uno

    Galaxy S3 Dead !

    • http://www.facebook.com/joe.jonsen Joe Jonsen

      that thing was killed by the 4S a long damn time ago

  • http://www.facebook.com/joe.jonsen Joe Jonsen

    i will be happy when i can just walk in the apple store and get one

    • http://www.facebook.com/joe.jonsen Joe Jonsen

      i white one that is