The problem with Apple is not with the demand, it’s with the supply.
Hon Hai Says iPhone 5 Design Leads to Production Delays
—A key supplier to Apple Inc. AAPL -3.80% said Wednesday it is shipping “far fewer” new iPhones than the Cupertino, Calif., company has requested, because some quality standards still cant be met due to design-related production difficulties.Supply-chain problems have led to a long wait for the iPhone 5 since the devices late-September launch, analysts said. The scarcity of the phones has been weighing on Apples share price as well, as investors are concerned Apple may not be able to meet consumer demand in the near future, weighing on its earnings.”Market demand is very strong, but we just cant really fulfill Apples requests,” Taipei-based Hon Hai Precision Industry Co. 2317.TW +0.56% Chairman Terry Gou told reporters on the sidelines of a local economic forum.
via Hon Hai Says iPhone 5 Design Leads to Production Delays – WSJ.com.