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Showing posts with label Apple launch. Show all posts
Showing posts with label Apple launch. Show all posts

July 5, 2011

"15 Million iPhone 5s " To be Available by Sept

iPhone 5 Features : Speculation and Rumors
Source: StatCounter Global Stats - Mobile OS Market Share;
This Interactive  chart  from stats counter shows the Global marketshare " Across the Globe"  for the last 18 months.Note how " the iOS  market peaked during January,2011 with approx 25% marketshare and seems to be plateauing in May-June . Note on the Other Hand"  Android's peaking marketshare from 3%  during May,2010 to almost 18% in May 2011, which is a growth of " 15% in the last twelve months.

Apple has placed an order for 15 million iPhone 5s to ship in September to netbook-maker Pegatron Technologies, a supplier, according to DigiTimes sources.

Taiwan-based notebook maker Pegatron Technology is estimated to have landed orders for 15 million iPhone 5s (iPhone 4S) from Apple and is set to start shipping in September of 2011, according to sources from upstream component makers. In response, Pegatron declined to comment about its cooperation with clients.

Due to its cooperation with Apple for iPhone 4, Pegatron, in 2010, significantly expanded its plants, human power and equipment aiming satisfy the orders for 10 million CDMA iPhone 4s; however, since the Apple's CDMA iPhone 4 sales were lower than expected in the first quarter of 2011, Pegatron shipped less than four million CDMA iPhone 4s, causing the company's utilization rate to drop to only 50% with its gross margin also drop to 1.8% in the quarter.

The sources also said that the iPhone 5 isn't very different from the iPhone 4. Pegatron is a big Apple supplier, and worked with them on the iPhone 4, which allowed them to expand their plants. Businessinsider has a very interesting take on  about how Apple uses its cash to help its suppliers expand plant and equipment, and get exclusivity and discounts on components in exchange

"When new component technologies (touchscreens, chips, LED displays) first come out, they are very expensive to produce, and building a factory that can produce them in mass quantities is even more expensive. Oftentimes, the upfront capital expenditure can be so huge and the margins are small enough (and shrink over time as the component is rapidly commoditized) that the companies who would build these factories cannot raise sufficient investment capital to cover the costs."

What Apple does is use its cash hoard to pay for the construction cost (or a significant fraction of it) of the factory in exchange for exclusive rights to the output production of the factory for a set period of time (maybe 6 - 36 months),