Are Production Delays Becoming a Trend for Apple?
It looks like the ship-by date for the new 27-inch Apple (NASDAQ:AAPL) iMac has been pushed back to January, confirming shortage expectations that cropped up as early as November.
On the company’s fourth-quarter 2012 earnings call, CEO Tim Cook said: “In terms of general shortages, we’ll be constrained on the iMac for the full quarter in a significant way. Part of that is that we begin shipping 21.5″ in November and 27″ in December. There will be a short amount of time in the quarter to manufacture those and ramp those. Demand should be robust and we’ll have a significant shortage.”
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Echoing Cook’s words, many observers who follow the company and its products were not at all surprised by the latest change in the ship-by date. Unlike with many products developed by Google (NASDAQ:GOOG) and Hewlett-Packard (NYSE:HPQ), Apple is is navigating totally uncharted territory with much of its new technology, which means production delays could become part of the nature of the beast…