Mark Gurman: Apple is the Grinch that’s going to steal its own Christmas

From Gurman’s  “Apple Device Shortages Threaten Record-Setting Holiday Blitz” posted Thursday morning by Bloomberg:

apple grinch bloomberg gurmanShoppers looking for Apple Inc. devices this holiday season are facing a chilly reality: Most everything they might want to buy will take weeks to arrive.

Orders for the company’s newest products — the iPhone 13, iPad mini, ninth-generation iPad, Apple Watch Series 7 and MacBook Pro — won’t be fulfilled until November or December. Even some older devices, including the iMac announced in April, the Mac Pro and some pricier configurations of the MacBook Air, are seeing delays.

Having to wait for an Apple product is nothing new, with the annual release of the iPhone and other hot products bringing long lines and order backlogs. But this year the delays are spread more widely. And that threatens to undercut what could be Apple’s biggest sales quarter in its history…

The iPhone — Apple’s flagship product, accounting for about half of its sales — is the highest-profile case of shortages. One month after going on sale, the iPhone 13 Pro is hard to find in every color, configuration and size. That’s not usually the case, according to Apple store employees, some of whom say they’re increasingly dealing with frustrated customers.

My take: Most analysts seem to be impressed by the iPhone 13’s extended lead times. To Gurman — or maybe his editors — they spell doom. This story’s subhead…

Store employees say supply situation is the bleakest in years

…quotes Apple employees who are not only unidentified, but who appear nowhere in Gurman’s report.

11 Comments

  1. Ken Cheng said:
    Bloomberg, the gift that keeps on giving…. rocks in Apple’s Halloween bag of candy.

    5
    October 21, 2021
  2. Gary Morton said:
    Since the day that Tim Cook joined Apple, I can’t recall a time that it was wise to bet against the Apple operations team. Is this time different? I suppose we will see when the FYQ1 2022 results get released. I know where my bet will be.

    8
    October 21, 2021
  3. Robert Paul Leitao said:
    There will be supply constraints during the holiday season on some Apple products due to surging consumer demand? Some way, somehow this is news? It sounds like an old-fashioned holiday season to me. Shop early, buy now and don’t worry about the calendar. The package will arrive.

    5
    October 21, 2021
  4. Fred Stein said:
    Just a wild guess, here:

    Too much demand. Q1 FY 22 will break records in nearly every category.

    If you must worry… freight costs.

    5
    October 21, 2021
    • Robert Paul Leitao said:
      Fred: When was the last time Apple released new products ahead of the holiday quarter and reached supply-demand equilibrium in the holiday quarter? Never mind. We both know the answer. When did high demand for Apple products become a bad thing? Never mind. We both know the answer. Why does Bloomberg think this is news? I can’t answer that question.

      6
      October 21, 2021
  5. Rick Povich said:
    FWIW, I ordered a 14” MBP “Pro” the yesterday. Delivery is Nov 19-29 (by “Standard Delivery”) . And I’m still waiting for my Aluminium 45mm Watch 7.0 that I beat Jon Prosser to by 5 seconds. It’s supposed to be coming Oct 25 – Nov 1 (by “Express Delivery”)

    So, yeah, maybe freight costs(?) play into this a bit

    0
    October 21, 2021
    • Hugh Lovell said:
      I was surprised to receive my Apple Watch Series 7 yesterday, several days ahead of the expected date. Maybe Apple’s not so bad at this supply-chain, logistics thing after all.

      0
      October 22, 2021
  6. John Konopka said:
    You can’t get an Apple product because so many people are buying them.

    Sounds like a riff on Yogi Berra:

    Nobody goes there anymore. It’s too crowded.

    8
    October 21, 2021
    • Gregg Thurman said:
      Nobody goes there anymore. It’s too crowded.

      Massive up vote.

      There was a time, long, long ago, when Mark German was considered one of the jewels of Apple reporting Not anymore. He has joined the dark side, hook, line and sinker.

      I know this “story” (its not even a biased opinion piece) is pure excrement, because there isn’t a single reference to channel checks, informed sources, nothing. It’s a column inches filler to grab eye balls for advertisers.

      1
      October 21, 2021
  7. Michael Goldfeder said:
    Mark Gurman; A legend in his own mind.

    Or utilizing another Yogi Berra saying that’s right on point, given that John Konopka brought him up: “It’s like Deja Vu all over again!”

    1
    October 21, 2021

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