Re:Apple Is Reportedly Scaling Back Production Plans of Its ...
by WorldMaker on Wednesday July 05, 2023 @02:33PM
(#36604968)
It is entirely possible that this isn't a demand-related adjustment.
Certainly, that's what the reports I've read suggested: Apple seems to be reacting that the demand is unchanged, but they are saying they got hamstrung by an 11th hour supply chain issue.
I can't tell you if that is true or not, but it is a complex product (much more so than competing HMDs, with all those cameras, not to mention unique custom fabrics), so there is enough baseline evidence to suggest that Apple is telling the truth, that this isn't a demand-side adjustment, and that there have been supply chain hiccups that they didn't expect following their launch announcement.
That said I can tell you that Apple's expected demand still sounds startling high based on what I know of the finished product and its cost, so I can agree that a demand-side expectation shift makes sense as a theory, but also Apple is the company that sold millions of first gen products people were skeptical about before and I can imagine Apple doing it again.
Certainly, that's what the reports I've read suggested: Apple seems to be reacting that the demand is unchanged, but they are saying they got hamstrung by an 11th hour supply chain issue.
I can't tell you if that is true or not, but it is a complex product (much more so than competing HMDs, with all those cameras, not to mention unique custom fabrics), so there is enough baseline evidence to suggest that Apple is telling the truth, that this isn't a demand-side adjustment, and that there have been supply chain hiccups that they didn't expect following their launch announcement.
That said I can tell you that Apple's expected demand still sounds startling high based on what I know of the finished product and its cost, so I can agree that a demand-side expectation shift makes sense as a theory, but also Apple is the company that sold millions of first gen products people were skeptical about before and I can imagine Apple doing it again.