Apple Inc., suffering from a global supply crunch, is now
confronting a different problem: slowing demand.
Nobody wants iPhones!
…signaling that some consumers have decided against trying to
get the hard-to-find item.
We're in the second sentence and we've already careened off
Making Sense Blvd., busted through the guardrails and exploded
spectacularly over What The Actual Heck Ravine.
No one is buying the phones that Apple cannot make enough of
to keep up with demand.
If you wondered why the Macalope drinks… [points accusingly at
the quoted sentences above]… this. This is why. Right here. This
Already, Apple had cut its iPhone 13 production goal for this
year by as many as 10 million units, down from a target of 90
So, according to this math, Apple was planning on selling about
80 million units of just the iPhone 13. That's kind of a
lot of units.
The company is still on track for a record holiday season…
Nobody wants iPhones. Apple records record holiday season. That…
you just… I don't… why…
Apparently the idea here is that Apple is still going to sell
gobs of iPhones, it just isn't going to sell the huge gobs that it
thought it was going to sell. We know this because Apple
is such an open book. And how Apple can be facing slowing demand
when it already can't keep up with the current demand is beyond
this furry observer.
Long story short, Apple's clearly the biggest loser in all of
Loserville. So who's winning? Q3'21 Was a Record Quarter for Foldable
Smartphones, Samsung Enjoys a 93% Share per DSCC Report.
Huge quarter for foldable phones! Unbelievable! Just
mind-bogglingly large! How big is the winning, you ask? Oh, well,
why get into the minutia when it's all right there in the head-
Q3'21 foldable smartphone shipments were larger than the
previous four quarters combined and grew 215% Q/Q and 480% Y/Y…
Wow! Well, that's all you need to know, then. Case closed. Big
winning. Guess we can just close this tab and go back to watching
ASMR TikTok videos with the sound off and…
…to 2.6M phones.
Yes, the entirety of the foldable phone market is practically a
rounding error for Apple. And even at that low level, it's
larger than the previous four quarters combined.
we even talking about this? Analysts have been saying that Apple
better get on the foldable phone bandwagon (disclaimer: no band, no
wagon) quick or BE DOOMED as long ago as 2012. Nine years later, the entire market is
maybe 3.5 per cent of Apple's quarterly sales.
It is possible Apple might not ship as many phones as it
expected. But that's a number no one really knows, even the
company's suppliers. The Macalope must insist that people chillax
themselves before they must ax themselves what they're so worked up