Apple May Face Shortages for IPad After Quake, ISuppli Say# ebiz - 电子商务
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Apple May Face Shortages for IPad After Quake, ISuppli Says
By Adam Satariano - Mar 17, 2011 4:28 PM MT
Apple Inc. (AAPL) may face logistical problems and supply shortages for components of its iPad 2 tablet after the March 11 earthquake and tsunami in Japan, according to IHS iSuppli.
Five parts for the device are made in Japan and could be affected by the disaster, the research firm said today in an e-mailed statement. They include Nand flash-memory chips from Toshiba Corp. (6502); dynamic random-access memory from Elpida Memory Inc. (6665); an electronic compass from AKM Semiconductor Inc.; the touch-screen overlay glass, probably from Asahi Glass Co.; and the system battery from Apple Japan Inc.
Apple, the world’s most valuable technology company, has been grappling with supply shortages for the iPad 2 since it went on sale in the U.S. on March 11. Stores have sold out and the wait time for orders through Apple’s website is as long as five weeks, compared with less than a week when it went on sale.
“These issues may come at a time when Apple is rushing to ramp up iPad 2 production to meet stronger-than-expected demand for the device,” IHS ISuppli said. The researcher’s assessment is based on its own analysis of the iPad 2’s parts.
Higher prices for components could pull back Apple’s profit margins in the second half of 2011, Gene Munster, an analyst at Piper Jaffray Cos., said today in a research note. Apple’s policy of prepaying for key parts in exchange for guaranteed supply and pricing will help counter the supply issues, he said.
Apple, based in Cupertino, California, got about 6 percent of its sales from Japan last year. One Apple retail store in Sendai has been closed. Steve Dowling, a spokesman for Apple, declined to comment.
Apple rose $4.63, or 1.4 percent, to $334.64 in Nasdaq Stock Market trading today. The shares have gained 3.7 percent this year.
To contact the reporter on this story: Adam Satariano in San Francisco at a*********[email protected]
To contact the editor responsible for this story: Thomas Giles at t*****[email protected]
By Adam Satariano - Mar 17, 2011 4:28 PM MT
Apple Inc. (AAPL) may face logistical problems and supply shortages for components of its iPad 2 tablet after the March 11 earthquake and tsunami in Japan, according to IHS iSuppli.
Five parts for the device are made in Japan and could be affected by the disaster, the research firm said today in an e-mailed statement. They include Nand flash-memory chips from Toshiba Corp. (6502); dynamic random-access memory from Elpida Memory Inc. (6665); an electronic compass from AKM Semiconductor Inc.; the touch-screen overlay glass, probably from Asahi Glass Co.; and the system battery from Apple Japan Inc.
Apple, the world’s most valuable technology company, has been grappling with supply shortages for the iPad 2 since it went on sale in the U.S. on March 11. Stores have sold out and the wait time for orders through Apple’s website is as long as five weeks, compared with less than a week when it went on sale.
“These issues may come at a time when Apple is rushing to ramp up iPad 2 production to meet stronger-than-expected demand for the device,” IHS ISuppli said. The researcher’s assessment is based on its own analysis of the iPad 2’s parts.
Higher prices for components could pull back Apple’s profit margins in the second half of 2011, Gene Munster, an analyst at Piper Jaffray Cos., said today in a research note. Apple’s policy of prepaying for key parts in exchange for guaranteed supply and pricing will help counter the supply issues, he said.
Apple, based in Cupertino, California, got about 6 percent of its sales from Japan last year. One Apple retail store in Sendai has been closed. Steve Dowling, a spokesman for Apple, declined to comment.
Apple rose $4.63, or 1.4 percent, to $334.64 in Nasdaq Stock Market trading today. The shares have gained 3.7 percent this year.
To contact the reporter on this story: Adam Satariano in San Francisco at a*********[email protected]
To contact the editor responsible for this story: Thomas Giles at t*****[email protected]
