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Summary:

Apple is seen as catching up on both iPhone 4 and iPad production by the end of September, according to industry analyst, Ashok Kumar. My own recent ordering experience indicates Apple is already reducing supply bottlenecks, which ought to help sell 14 million iPhones this quarter.

The wait for a new Apple iPhone 4 order should be shorter by the end of September, which would help Apple sell 14 million new handsets in the third quarter and another 15 million in the final three months of 2010 according to an industry analyst. With the expectation that LG is ramping up production of 9.7-inch display panels, iPad orders should flow faster as well, with Apple having the capability to sell 5 to 6 million tablets this quarter.

The supply-side observations came today in a research note from Ashok Kumar, the Rodman & Renshaw analyst I spoke with last month about how general smartphone component shortages can negatively impact the delivery of new technologies. Because the supply constraints of Apple’s iPhone and iPad will be resolved in a relatively short time frame, Kumar figures that Apple will continue to surpass earnings and sales expectations. Once Apple catches up on current orders, stock of additional iPhones and iPad should begin appearing in retail stores.

Apple production bottlenecks might ease even earlier than Kumar predicts, however. This past Sunday evening, just three nights ago, I walked into a local AT&T store to order an iPhone 4 for my son. I thought it would take a minimum of three weeks for the phone to arrive given that’s the current delay Apple’s online store forecasts for the newest iPhone. Yet on Monday morning, I received tracking information telling me that the 16 GB iPhone 4 was shipped via UPS. Today the phone arrived, and is waiting for activation and pickup at AT&T.

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  1. Just as a data point … I am in Canada and ordered mine online about an hour after they went on sale. The ship date was the 20th, but instead it shipped yesterday, 3 days early. Judging by the tracking, I will get it by tomorrow afternoon, which would be 7 days earlier than the promised delivery date of the 26th.

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  2. [...] Apple Store, the wait declining to 3-5 days from 7-10 days previously. Kevin over at GigaOM reports similar drops in wait time for the iPhone 4. That applies both in the U.S. and most international stores, with one important exception. [...]

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  3. Trying to order this phone from Rogers has been an absolute nightmare, so much so I emailed their President and Steve Jobs. I think the purchase problem is a bigger issue than Antenna Gate, since it has become massively inefficient, an more of a PR Stunt by having people wait in line only to be told there are no Phones. For example in Calgary, I was told that idiots would show up at the Apple store at 6 am and actually wait for a UPS shipment at 10, only to return empty handed. This whole first come first serve is the biggest bull shit especially in today’s world. Take a Credit Card Deposit or something, but don’t waste people’s time by forcing everyone to wait in line! If some people want to of course they can, but we shouldn’t all have to!

    Harry

    Ooolalashop.com
    When you think thong think Ooolalashop.com!

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  4. [...] has dropped the expected ship date for iPads down to as few as a mere three days. Word is that the wait for an iPhone 4 may drop significantly by the end of September as well. Something I’m wondering about with these wait times is whether [...]

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  5. [...] Apple has dropped the expected ship date for iPads down to as few as three days. Word is that the wait for an iPhone 4 may drop significantly by the end of September as [...]

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  6. [...] might take Apple until the end of September to clear the iPhone backlog, according a note from Rodman & Renshaw analyst Ashok Kumar, although GigaOm blogger Kevin C. Tofel (who first [...]

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  7. [...] Apple has dropped the expected ship date for iPads down to as few as three days. Word is that the wait for an iPhone 4 may drop significantly by the end of September as [...]

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  8. [...] and Renshaw analyst Ashok Kumar tells GigaOm that waiting for an iPhone 4 will become noticeably easier by the end of September. If the [...]

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  9. I hate the way Steve Jobs and Apple use supply problems to make us wait for products to give them free advertisement. Waiting 2 months or longer for something that you want to buy is wrong. Whats worse is the criminals on ebay asking 1500.00 for one. Anybody else agree?

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