| To: greg s who wrote (210966) | 10/12/2021 1:09:49 PM | | From: NAG1 | | | | greg,
An anecdote. My wife needed a new iPad.
I ordered the new iPad (standard model) for her on Saturday. Got a delivery date of November 16-23. Yesterday, there was the report on ped30 about wait times on the phones getting longer(as long as it isn't related to the supply chain). At least some Apple watches with delivery dates already in November. Today, Mac sales up over 10% per this article on ped30(and it may not include iPads)
ped30.com
Sounds like Apple will have a good holiday season. May be time to look at some Apple options just to play around a little bit? |
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| To: Zen Dollar Round who wrote (210967) | 10/12/2021 2:07:51 PM | | From: oldbeachlvr | | | | | As I posted last week, the iphone 13 I ordered from ATT shipped one day after order, a day or two earlier than promised. My wife's iphone 13 pro max had a first shipping date 10 days after order with a 7 day shipping window. In that window now without any updates yet. |
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| From: Moonray | 10/12/2021 3:36:06 PM | | | | | | I ordered my iPhone 13 mini as a pre-sale buy after the
phone 13 announcement on September 14. It arrived
about a week later on September 24, the same day that
it first became available in stores.
o~~~ O |
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| To: Stock Puppy who wrote (210971) | 10/13/2021 10:04:22 AM | | From: NAG1 | | | | sp,
9to5mac.com
Report: Apple cuts iPhone 13 production by 10 million units, due to ongoing chip shortages
This is an interesting story at this particular point in time. This is a piece from ped30 on the topic
ped30.com
The chart in the ped30 piece puts the difference between chip ordering and delivery at over 20 weeks. That would make it a 5 month difference. You wouldn't expect a chip shortage, based on that graph, causing a cutback in production in the present quarter being announced just now. Either Apple knew about this but were hoping for better supply or you would expect this shortage to hit in the January quarter. Or the cutback is related to some other part shortage possibly related to China's power issues. Or the report is not accurate or is only partly accurate. Either way, it probably won't effect demand very much but may spread some of the demand to the January quarter. And it may be a buying opportunity for Apple shares. I will be sitting pat for right now since I have too much Apple in my portfolio but won't rule out looking at some options for the January quarter. |
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| To: NAG1 who wrote (210972) | 10/13/2021 10:08:45 AM | | From: NAG1 | | | | Some more stories on PED30
This one is about Android being synonymous with always listening
ped30.com
Another piece about Apple probably getting a temporary stay on the piece they lost on in the EPIC trial
ped30.com |
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| To: NAG1 who wrote (210972) | 10/13/2021 11:57:21 AM | | From: Zen Dollar Round | | | | You wouldn't expect a chip shortage, based on that graph, causing a cutback in production in the present quarter being announced just now. You are correct.
As Jim Cramer pointed out yesterday, Apple didn't cut production of the iPhone 13, only their projections about how many they can produce this quarter due to component shortages.
This makes sense when one considers the iPhone 13 is still weeks behind in catching up with demand.
Mr. Market has gotten it wrong in this case and AAPL is down for no good reason when the facts are known. |
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| To: Zen Dollar Round who wrote (210975) | 10/13/2021 6:10:26 PM | | From: Doren | | | | Might not just be chips.
Tim's expertise of course is supply chain... if anyone can sort these problems out might just be him.
I was reading a story about Vietnam workers who aren't going to work because they don't have access to vaccines. Lots of factories. Might be a factory that makes essential little clips.
I think we're assuming the plague is "almost over" because we have enough vaccines, that doesn't mean 3rd world countries are so lucky. People don't want to die to make the paltry money they make in 3rd world factories.
Port of Long Beach (biggest in the USA) is totally backed up with container ships, causing scheduling nightmares for shippers, not just the unloading of containers. The container ships are finding they cannot make their scheduled next stops.
Trucking companies can't find workers... Rational or not, workers are thinking: who would be stupid enough to invest time and money getting certified when you're just looking at a glut when AI starts to self drive trucks. Plus its a terrible job if you have to drive through congested cities, and trucking companies have not compensated drivers well enough for a long time. This is causing the same logistical nightmares for trucking companies too which don't like unloaded return trips.
All this JIT supply chain works if all the parts mesh, but its obviously not built for Covid times.
Looking at inflation hedges this AM. Apple is fairly well situated given its pricing power and divvy. They can probably raise prices fairly easy which won't hurt them in the short run because they have a captive audience. |
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| To: Doren who wrote (210976) | 10/14/2021 9:00:38 AM | | From: oldbeachlvr | | | | | I would think that most/all Apple products and components are so small and high value that they ship by air freight, not by containers on ocean going ships. So the port congestion is not an issue for Apple. |
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