Significant production cuts for iPhone and 10in iPad?

Significant production cuts for iPhone and 10in iPad?We’ve been hearing all sorts of bad news with regards to Apple of late; Apple Maps is rubbish, Google Maps for iOS 6 is great, the Californians posted a record single-day loss, iPhone profits have “likely peaked”… yadda yadda yadda.

The latest tale of woe suggests Apple has ordered production cuts for the iPhone and 10in iPad. Say it ain’t so.

We’re thanking Forbes for the freshest doom and gloom, which in turn credits Susquehanna Financial Group chip analyst Chris Caso.

Firstly, in relation to the iPhone production cuts, Chris scribbles - in a note to investors: “We conclude that iPhone shipments are likely to miss consensus expectations for [the December quarter or the March quarter or both].”

Specifically, the original expectation of 40-45 million iPhones is tipped to fall to around 35-40 million.

Discussing the iPad production reduction, Chris adds: “Further, our checks indicate further declines on 10-inch iPad production, suggesting that the iPad mini is indeed cannibalizing the larger iPad, also contrary to the view of some others.”

Is it the end of the world? Or the end of Apple, at least? Chris thinks not. He concludes: “We don’t think this provides cause to panic, and one can argue that this is already reflected in current stock prices.

“But we don’t think one can argue the recent production cuts are irrelevant — something has indeed changed.”

Read more about: Apple iPad 2Apple iPad 4Apple iPhone 5Apple iPad miniApple iPhone 4Apple iPhone 4SiOS

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17 comments

JanSt / MOD  Dec. 21, 2012 at 20:24

Yes.

Pondlife  Dec. 21, 2012 at 21:57

Iphone 5s in January ;)

AhmadCentral  Dec. 21, 2012 at 22:01

I thought that was the release month for the ipad 6

Pondlife  Dec. 21, 2012 at 22:39

Nah Lewis has already coped with his ipad being outdated they need to do the iphone now...

matt101101 / MOD  Dec. 22, 2012 at 02:01

Lewis said he's considering joining the Note club if the iPhone 5S is a disappointment (which it will be).

JanSt / MOD  Dec. 22, 2012 at 07:36

This is like celebrity news - no different. Stuff gets talked up, then destroyed. It needs to suffer a bit, have a breakdown; then we talk it up - comeback album, reunion tour blah blah blah...
Only thing is: unlike with entirely fake celebrity, people actually invest, buy it, carry it, use it. Or not.
The end. Now ring Oslo so the Mayans can get a Nobel in Astronomy.

matt101101 / MOD  Dec. 22, 2012 at 13:27

This is like celebrity news - no different. Stuff gets talked up, then destroyed. It needs to suffer a bit, have a breakdown; then we talk it up - comeback album, reunion tour blah blah blah...
Only thing is: unlike with entirely fake celebrity, people actually invest, buy it, carry it, use it. Or not.
The end. Now ring Oslo so the Mayans can get a Nobel in Astronomy.

Odd analogy, but I do agree with you.

JanSt / MOD  Dec. 22, 2012 at 16:12

I don't find it that odd. All journalism has become celebrity/goosip rag-gism. Real journalists go to prison or sit in blog hell or embassies ;)

AhmadCentral  Dec. 22, 2012 at 18:04

Thank God we don't have Daily Mail type stories on here though, like 'iPhone 5 leads to immigrants flooding into the country to take jobs away from british people at apple stores'

matt101101 / MOD  Dec. 22, 2012 at 18:07

Thank God we don't have Daily Mail type stories on here though, like 'iPhone 5 leads to immigrants flooding into the country to take jobs away from british people at apple stores'
I can ask Lewis to arrange that, if you like :p?

AhmadCentral  Dec. 22, 2012 at 18:44

Thank God we don't have Daily Mail type stories on here though, like 'iPhone 5 leads to immigrants flooding into the country to take jobs away from british people at apple stores'
I can ask Lewis to arrange that, if you like :p?


Save it for April 1st mate ;)

"Will Sony's new position as the third best selling android manufacturer turn the UK into a nanny state"

"Is HTC's new marketing 2.0 giving cancer to our kids?"

"New reports suggest Windows phone 8 is actually a burden on society"

matt101101 / MOD  Dec. 22, 2012 at 18:52

"Importing all these Korean and American phones is taking jobs from hard-working, British phones"

AhmadCentral  Dec. 22, 2012 at 19:00

"Importing all these Korean and American phones is taking jobs from hard-working, British phones"

Damn right!

Stupid Korean and American phones... why don't they just go back to their own country!

AhmadCentral  Dec. 22, 2012 at 19:07

Here's another funny headline-

"Vodafone has dodged over £6billion in tax"

Oh no... wait... yeh that ones real actually...

;)

JanSt / MOD  Dec. 22, 2012 at 19:48

"Importing all these Korean and American phones is taking jobs from hard-working, British phones"

Exactly. I only use British designed phones and software that is made in Ireland under the Good Friday agreement...

Pondlife  Dec. 23, 2012 at 02:18

I had a British phone once, made by Sendo. It was pretty good for it's time. That is all..

matt101101 / MOD  Dec. 23, 2012 at 03:18

I had a British phone once, made by Sendo. It was pretty good for it's time. That is all..
Then all this foreign muck turned up and stole your British phone's job :p.

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