There have been many conflicting reports about the iPhone 6 over the past couple of months. It was reported at one point that manufacturing issues were being faced and that there was a display panel shortage which could result into a dent in sales. At least one analyst belonging to a Wall Street behemoth thinks that even if there is such a situation it wouldn’t do much to jeopardize sales after launch.
Rod Hall, analyst at JP Morgan, wrote in a note sent out to investors today that these typical “late-in-the-game” supply chain stories are unlikely to have a major impact on the iPhone’s launch dates or sales. While Hall says that these issues may slow down initial supply of the iPhone 6, they doubt that iPhone unit volumes will be highly impacted.
Last week it was reported that Apple’s suppliers were trying to get enough screens ready so that Apple’s manufacturing partners can start churning out units. The issues apparently revolved around backlight technology and stemmed from a key component. It wasn’t clear at the time if the alleged issue could cause supply constraint at launch.
We tend to hear similar stories every year when new Apple products are about to be launched, so its nothing new to hear rumors from the supply chain that there are some production issues. Ultimately we’ll have to take a look at the supply situation to ascertain if the alleged issues really did dent the iPhone 6’s launch.
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