Component Shortage for iPhone 5 and iPad Mini to Contribute to Lower than Expected Shipments

20 Aug

From the news TrendInsider retrieved from various component vendors and suppliers, it appears that the new iPhone 5, aimed at a possible 3Q12 or 4Q12 release, may not reach the originally intended 40 million shipment target.

The reason for the less than expected shipments can be attributed to the shortage of various major components, which include in-cell panels, aluminum casings, and various other hardware parts. Given the situation, the OEMs responsible for assembling the new iPhones predict that by the end of 2012, only 30 million units of Apple’s new handset will be released within the market. Apple may still satisfy the needs of worldwide consumers in the short run, but the shortages of its upcoming products will more likely than not to be a major issue in the future.

It is predicted, at the moment, that the plummeting iPhone 4 & iPhone 4S sales will continue at a much faster rate than expected. As such, it remains likely that Apple will announce the iPhone 5 as soon as this September. At such a timing, the new handset will quickly replace the iPhone 4 during the October-December peak season, and in turn gain the necessary advantage to thrive within the market.

iPad Mini

Apple’s new 7.85 inch tablet, currently referred to as the “iPad Mini”, is likely to take a major hit from the component shortage as well. While the overall shipment quantity of the new tablet is expected to fall short of the originally planned 13 to 14 million units, the extent of the decline is not expected to exceed that of the iPhone 5.

At present, the quantity of iPad Mini units that are being supplied by manufacturing plants numbers in the range of millions. Aimed at the 2012 peak season, the tablet will likely see an official release date before the end of September or October.

TrendInsider believes that even though the iPhone 5 and iPad Mini are both affected by shortage issues, the two devices do not necessarily share the same set of components. What’s certain is that both devices’ supply quantities will definitely be affected one way or another.

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