Apple has reportedly instructed its supply chain to delay part of their shipments for the fourth quarter through to the first quarter of 2012, with sales of the new iPhone 4S said to be slowing after a successful preorder and launch period, Digitimes reports.
Although suppliers have not confirmed reports, sources have told the publication that a reduction in orders could be due to shortages in the supply of some key components, suggesting that Apple will adjust its shipments of iPhones and iPads by as much as 15% in the fourth quarter.
Related iPhone 4S suppliers including cases and camera lens makers as well as ODM assemblers have received notice from Apple to reduce their shipments for the fourth quarter, but none of them has confirmed the report, the paper said.
Some international IC players have also indicated that their revenues are likely to slide by 10-15% in the fourth quarter due to the shipment adjustments for iPhone 4S.
FocusTaiwan also reported that companies in Apple’s supply chain were facing increased pressure over fears that their profitability would be impacted. Mega Securities analyst Alex Huang said that the speculation “simply raised concerns over global demand”, suggesting that it could dash hopes that Apple “would be immune to the global slowdown because of its ability to unveil sleek products to drive sales”.