Happy Cutmas, everyone!
Yes, it’s that time of year again Bloomberg (the clothes that ran the very refuted story “The Big Hack”) are here to remind us to put some cookie cutters out for Father Cutmas.
“Apple says suppliers’ iPhone demand has waned as the holiday season approaches”
Okay, surprise, we get these stories every years because sales naturally fall after the big fall release. This time it comes with some extra global supply chain garment, so let’s see if we can follow the logic here. Without taking dangerous drugs.
Apple Inc., which is suffering from a global supply crunch, is now facing another problem: curbing demand.
Nobody wants iPhones!
… Signals that some consumers have decided not to try to make the item difficult to find.
We’re in the second sentence and we’ve already stayed away from Making Sense Blvd., blown up by the crash barrier and exploded spectacularly over What The Actual Heck Ravine.
No one buys the phones that Apple can not make enough to keep up with demand.
If you were wondering why Macalope drinks … [points accusingly at the quoted sentences above]… this. It is therefore. Right here. This.
Apple had already reduced its iPhone 13 production target for this year by as many as 10 million units, down from a target of 90 million …
So according to this math, Apple planned to sell about 80 million units of just iPhone 13. It’s so many devices.
The company is still on its way to a record high holiday season …
IDG
No one wants iPhones. Apple records a record in the holiday season. That … you just … I do not know … why …
Apparently the idea here is that Apple will still sell piles of iPhones, it just is not going to sell the big piles that it thought it was to sell. We know this because Apple is such an open book. And how Apple can face “slower demand” when it already can not keep up with current demand is beyond this furry observer.
Long story short, Apple is clearly the biggest loser in all of Loserville. So who wins?
“Q3’21 was a record quarter for foldable smartphones, Samsung enjoys a 93% share per DSCC report”
Huge neighborhood for foldable phones! Incredible! Just unbelievably big! How big is the gain, you ask? Oh, why go into the details when it’s okay there in your head-
Shipments of foldable smartphones in Q3’21 were larger than the previous four quarters combined and grew 215% Q / Q and 480% Y / Y …
Wow! Well, that’s all you need to know, then. Case closed. Great victory. Think we can just close this tab and go back to watching ASMR TikTok videos with the sound off and …
… To 2.6 million. phones.
Wait what?
Yes, the entire market for folding phones is practically a rounding mistake for Apple. And even at the low level it is greater than the previous four quarters combined. Why are we talking about this at all? Analysts have said that Apple would rather get on the foldable phone cart quickly (disclaimer: no tape, no cart) or be JUDGED as long since 2012. Nine years later, the entire market is perhaps 3.5 percent of Apple’s quarterly sales.
It is possible that Apple may not ship as many phones as expected. But it’s a number that no one really knows, even the company’s suppliers. Macalope must insist that people relax before they have to express to themselves what they are so preoccupied with.
In addition to being a mythical beast, Macalope is not employed by Macworld. As a result, Macalope is always free to criticize any media organization. Even ours.
