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'Key Component' Missing Causes Apple iPhone 4S Shortage

'Key Component' Missing Causes Apple iPhone 4S Shortage

Missing 'key component' causes shortage of Apple iPhone 4S

Limited supply sizes remain the only issue preventing Apple from meeting all demand for the new iPhone 4S - according to one of the latest reports, the limitations are related to the volumes of one The important component of a smartphone.

What is this "important component", Analyst Ashok Kumar of Rodman & Renshaw didn't say, but said in a note to investors yesterday that iPhone 4S production for the current holiday quarter will be limited due to a key component shortage.

Overall, the analyst expects total iPhone shipments in the December quarter to be around 30 million units, a figure that falls short of Wall Street's expectations. The 30 million iPhones will include the previously mentioned 4 million iPhone 4S units that were produced but not shipped in the previous quarter.

Large queues for the iPhone 4S also affected Apple's partners - US mobile operators, although more than a month has passed since the start of sales of the new smartphone. In early November, the Wall Street Journal noted that Verizon Wireless and AT&T subscribers had to wait an average of three weeks for an ordered iPhone 4S to arrive. Their competitor, the mobile operator Sprint, has a slightly shorter timeframe - you have to wait about two weeks from the moment you place an order.

Kumar expects iPhone's share of the high-end premium smartphone market to rise to a record 85% in the current quarter, with the company's highest sales growth in this segment of the smartphone market.

In the segment of less expensive smartphones, only the Apple iPhone 3GS is present - an "apple" smartphone, first released in 2009. Now you can buy it for just 99 cents, subject to a two-year service contract.

But Kumar doesn't think the iPhone 3GS alone will be enough for Apple to maintain its share of the overall smartphone market as the range of lower-end devices is already growing.

— writes Kumar.

However, contrary to Kumar's beliefs, recent reports have shown that the Apple iPhone 3GS model continues to play a major role in Apple sales. For example, data from analysts at the NPD Group earlier this month showed that the iPhone 3GS was the second-largest smartphone in the US market in the third quarter of 2011. Ahead of him is only the "brother model" Apple iPhone 4, and behind are newer devices based on Android (in particular, HTC EVO 4G, Motorola Droid 3 and Samsung Intensity II).

Despite Kamar's calls for a cheaper iPhone, he continues to believe that Apple is still way ahead of the competition. Competitors in the race for the leader are ready for various measures - Nokia, in particular, decided to release its own Windows Phone models, and, according to Kumar, Lumia 800 sales were "below expected."

Regarding Research in Motion, HTC, and Motorola, Kumar said that the three companies "are treading water, continuing to release uninteresting and lackluster products." He considers the only strong company (not counting Apple) Samsung, which can count on success due to the release of a wide range of products and aggressive prices for them.



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