June 27, 2008
Apple Plans to Dish Out More Than 15 Million 3G iPhones By End Of 2008
Apple Inc. wants to dish out “significantly higher” than 15 million units of 3G iPhones in the third and fourth quarter of 2008. This report comes from FBR Capital Markets analyst, Craig Berger. Apple also plans to manufacture an additional 2 million more 2G iPhones to meet the demands of their consumers.
“With about seven million incremental units being built in [the third quarter] versus [the second quarter], this data clearly has positive implications for iPhone chip suppliers,” stated Berger. “[Second quarter] build volumes fell by 25 percent versus prior checks in mid-May (now up only 80 percent quarter-over-quarter) as Apple pushes production out a bit into [the third quarter].”
The increase in units will cause suppliers, Broadcom and Marvell to rise up production. In other Apple news, the company’s orders to it’s Taiwanese manufacturing facilities for Macs have increased by 10-20%.
“Greater Classic and Nano builds are partially offset by fewer Touch builds,” added Berger. “[Second quarter] build volumes remain largely unchanged, growing 35 percent quarter-over-quarter.”