- Nov 15, 2013
Unrest at a Foxconn factory in Zhengzhou, China means that Apple's best iPhones will be even more constrained with six million fewer handsets built this year. Full story from the iMore Blog...
WWDC 2023 is coming on June 5 - Here is everything you need to know about the event!
14 Pros are now ETA Dec 29. One day further out after 3 days at Dec 28 and after cyber Monday. It suggests supply is stabilizing with a modicum of improvement. But a 30 day ETA at this time of year is high by a couple of weeks. It’s certainly the factory issues in China but it could also be due in part to higher demand.
Foxconn must be contractually obligated for certain supply levels. I’m guessing the obligation is massive amount of cash. So I still think ETAs to improve some. Foxconn will be moving mountains to reach beyond 100% capacity. running the factory 24/7, double maintenance staff, double rework teams on every reject.
Demand for the 14 pro series is simply insane, there also seems to be a fair amount of consumers grabbing a 14 plus.
Android oems are going to have a terrible q4.
Some anecdotal data:
Christmas is saved!
Which tech media outlet was it that said despite the iPhone factory trouble, Apple’s ETA lead times would improve based on Apple’s supply chain excellence track record? Oh that’s right, it was none. Only a poster or two said it.
Both iPhone 14 Pro and Pro Max ETA’s just dropped a week and now delivers before Christmas (Dec. 22).