mark
fire starter
Posts: 1,552
|
Post by mark on Dec 4, 2022 13:39:33 GMT -8
|
|
ono
Member
compensation
Posts: 537
|
Post by ono on Dec 4, 2022 19:29:41 GMT -8
Over at ped30.com iPhone 14 Pro and 14 Pro Max lead times improve 2nd week in a row.
"... progress on lead times during the month of December will be a key watchpoint for investors."
|
|
mark
fire starter
Posts: 1,552
|
Post by mark on Dec 4, 2022 20:35:06 GMT -8
Over at ped30.com iPhone 14 Pro and 14 Pro Max lead times improve 2nd week in a row. "... progress on lead times during the month of December will be a key watchpoint for investors." Yes, I've been loosely monitoring it as well. It moved back to 27-Dec late last week, now back to 28-Dec. BUT the important part is that it has remained somewhere between 27-Dec to 30-Dec for the last two weeks. That means that production is rapidly improving and can cover all previous orders AND all the additional orders over the last 2-3 weeks or so.
|
|
ono
Member
compensation
Posts: 537
|
Post by ono on Dec 4, 2022 20:53:19 GMT -8
Indeed! "That means that production is rapidly improving and can cover all previous orders AND all the additional orders over the last 2-3 weeks or so." Unlikely, but if the pace of improvement were to continue at -6/days, week/week, continues, down to 17 days on 12/16, and 11 days 12/23 www.ped30.com/2021/10/20/apple-huberty-iphone-13-lead-times/Found over at PED30 post. If Apple doesn’t announce a material impact to earnings by, pick-a-day, Friday (and the lead times improve again this week), and China doesn’t go into full lockdown, again... I think AAPL will be in good shape relative to the market after FY Q2 earnings call in April. Any Apple FY Q1 calls' forward looking commentary on "persistent demand" might bring that forward. But Ives is good: “Daniel Ives: Apple is short 10 to 15 million iPhones this holiday season”. How much is an outside normal increase in demand, and how much the deficient supply? We don't know.
|
|