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iSuppli: Turning iPhone 4 victory into link bait

30 June 2010 2,416 views No Comment



Last Thursday’s launch saw Apple sell 1.7-million iPhones, a record for a company no stranger to creating new superlatives. That said, when it comes to milking the event and device for a fistful of pageviews, far be it from iSuppli to pass on an opportunity to keep their name in the news after their now almost perfunctory bill of materials splash.

DigiTimes, quoting iSuppli which otherwise is only quotable for their manufacturing cost estimates, reports that Apple’s iPhone 4 good fortune could lead to shortages that competitors could exploit.

“While the channel supply issue might not impact total iPhone sales for the entire year, what is happening now certainly has done some damage to the Apple brand,” said Tina Teng, senior analyst, iSuppli. “Consumers, questioning Apple’s supply chain management capability, have started looking for alternative devices. In particular, consumers are not satisfied with Apple’s response to the antenna issue causing poor reception and dropped calls.”

Fear? Check. Uncertainty? Check. Doubt? Double check. This is a brilliant bit of analysis.

Seconding the notion that Apple’s gains are outweighed by the opportunity costs of not having enough iPhones is Xiao Wu of Kaufman Brothers and wacky predictions fame.

So, Apple selling as many iPhone 4s as it can possibly make is construable as bad news. Selling more phones than anybody has ever sold is a problem.

I’m pretty sure all of Apple’s competitors would love to have issues like these…

What’s your take?

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