Yesterday, we reported that Apple’s supplier Foxconn claimed they were having a hard time keeping up with the demand for the iPhone.
Now we’re getting conflicting reports that Apple Inc. (NASDAQ:AAPL)’s capacity is improving. Sterne Agee’s Shaw Wu shared a note on Thursday that his checks prove Apple Inc. (NASDAQ:AAPL)’s production capacity has improved. He also predicts that the Cupertino-based company will sell 46.5 million iPhone units during the December quarter, a huge increase from September’s quarter sale of 26.9 million.
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Yesterday, Foxconn’s chairman, Terry Gou, stated, ““It’s not easy to make the iPhones. We are falling short of meeting the huge demand. We just can’t really fulfill Apple Inc. (NASDAQ:AAPL)’s requests.”
There have been numerous reports indicating that the iPhone 5 was the hardest Apple gadget to assemble as of yet. Much of the blame falls particularly on the aluminum chassis design and in-cell touch panel.
Interestingly enough, there was a report last week that two major carriers (Verizon and AT&T) still had constraints with the iPhone 5. Sprint, however, has no problem keeping up with iPhone sales.
The iPhone 5 is a huge gadget and an important sale opportunity for many carriers. I believe Shaw Wu’s prediction and I’m sure Apple is picking up speed where they need it most. I think Apple Inc. (NASDAQ:AAPL)will see a huge increase in sales this upcoming holiday season. Between the iPhone 5, iPad 4, and iPad Mini, I think it’s highly possible that the company will see some unprecedented numbers in sales.
It’s true that the iPhone 5 got off to a shaky start, thanks to the iOS 6 Maps gaffe, but I think most people have forgiven Apple for all of that. They know the iPhone 5 is still a great smartphone. The demand is still there for the device and people still want the phone. I think Apple Inc. (NASDAQ:AAPL) has a bright future.