chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
|
Post by chinacat on Oct 20, 2018 8:30:55 GMT -8
|
|
Since84
Moderator
To infinity and beyond!
Posts: 3,933
|
Post by Since84 on Oct 21, 2018 3:23:51 GMT -8
|
|
|
Post by gtrplyr on Oct 21, 2018 18:32:09 GMT -8
Most models of the iPhone XR still show availability, only T-Mobile show any delay and that is only by 1 week.
I'm still confident that sales will be fantastic but I'm curious how WS will interpret this? There is the chance that it is easier to manufacture and Apple made plenty, then again I don't believe that has really ever been the case. The other thing is the amount of available models ... with 6 different colors and 3 levels of memory make for difficult manufacturing decisions but it's certainly not a new problem for Apple.
In any case, I expect this to be spun negatively tomorrow .... then again when was the last time Apple gave out pre-sales numbers? I believe it's been a while since they have .... maybe we get an announcement tomorrow .
Cheers to the longs
|
|
4aapl
Moderator
Posts: 3,622
|
Post by 4aapl on Nov 13, 2018 18:44:55 GMT -8
A couple weeks late, but I had been thinking about this in a way. Ages ago, Apple had a manufacturing line there in Milpitas. Slightly more recently, just more than 20 years ago Apple still had a production line in Elk Grove. If I remember right we were shown at a nearby MUG meeting a G3 tower that had been made there. But the push is for smaller and smaller stuff, and one trick to get there is automation. 20 years ago at Morotola, the class 1 fab making cell phone chips was automated (10" wafers?), whereas I was in a class 100 fab with 25 year old technology, making what our CEO Hector Ruiz called the popcorn of semiconductors, power mosfets. With lots of hands on assembly, the trick is going where human costs are cheap, plus some experience. What's the trick for an automated line. With increasing shipping costs, will that bring everything back home, where the trick is having higher trained people with experience in troubleshooting automation lines?
|
|