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Apple reduces iPhone 4S orders because of weaker Q4 demand

Posted: , by Michael H.

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Apple reduces iPhone 4S orders because of weaker Q4 demand
According to a new report, demand for the iPhone 4S may be about to stall a bit. Apple's new phone has been seeing huge sales numbers since its release, but today DigiTimes is reporting that Apple has reduced Q4 orders for parts and components for both the iPhone 4S and the iPad.

The reasons behind the reductionin orders may be a little bit more nuanced though. The word is that Apple has reduced orders to related suppliers for Q4 by 10-15%, but those orders may have been delayed until Q1 of 2012. Demand for the iPhone 4S may be part of the reasoning, but there also seem to be issues with component shortages. 

So, ultimately, we don't really know what has caused the reduction in orders. It could be that demand is waning, and Apple expects it to bump in Q1 of 2012. There is also a good chance that Apple over-ordered components for Q4 in able to meet the holiday demand. Whatever the reason,  the companies in the Apple supply chain are certainly not happy.

source: DigiTimes via BGR

114 Comments
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posted on 09 Nov 2011, 12:09 10

1. The_Miz (Posts: 1496; Member since: 06 Apr 2011)


First. This is a silly statement to make. The iPhone 4S is the fastest selling smartphone.

posted on 09 Nov 2011, 12:12 7

4. davecann2 (Posts: 460; Member since: 15 Mar 2011)


^^^^ be very-very quiet... I'm hunting trolls

posted on 09 Nov 2011, 12:21 12

10. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


Yes even dummy's like you can use it

posted on 09 Nov 2011, 12:16 12

7. AKm007 (Posts: 108; Member since: 06 Sep 2011)


But this article just shows how people buying the Iphone is not a calculated decision. Only those who want the IPHONE or the average person who doesn't know smartphones must have bought it. Now is the time for the more calculated buyers and the ones who have been following the news. There are plenty of smartphones that blow the fragile glass out of the water.

posted on 09 Nov 2011, 13:28 2

43. c.hack (Posts: 491; Member since: 09 Dec 2009)


I completely agree. After using Android for 2 years, the Droid GB releases became so buggy my DX and then DX2 were unusable. After reviewed pros/cons, app availability, usage needs, cost of peripherals, etc, etc, I bought the 4S. It took me several weeks to make the decision (I'm and engineer). But it was certainly well planned.

posted on 09 Nov 2011, 14:00 9

48. remixfa (Posts: 13902; Member since: 19 Dec 2008)


there is no phone or OS for everyone. Otherwise there would be just 1 phone and 1 OS.

posted on 09 Nov 2011, 15:31 4

71. remixfa (Posts: 13902; Member since: 19 Dec 2008)


i love how taking the middle road gets me thumbed down. lol. rabbid fanboys cant take middle of the road anymore than they can take opposing views i guess.. lol

posted on 09 Nov 2011, 15:40 6

76. Jobes (Posts: 364; Member since: 27 Oct 2011)


Usually how it goes. People these days are black or white. Sure I personally strongly dislike apple but not all my opinions are android all the way. Ios is smooth but so is my bionic lol. I've actually handed my phone to people who say "Iphones are so smooth" and they say wow this is really smooth and they enjoy the textile overlapping animations "like butter" different strokes for different folks. Apple lovers enjoy their simple hi while android lovers enjoy the ability to customize and "make it theirs"

posted on 09 Nov 2011, 15:43 2

78. Jobes (Posts: 364; Member since: 27 Oct 2011)


Simple UI my bad lol.

posted on 09 Nov 2011, 21:28

105. alx33 (Posts: 32; Member since: 07 Oct 2011)


sorry remixfa. I meant to thumb up u but pushed the wrong button -_-

posted on 09 Nov 2011, 12:41 7

16. Droid_X_Doug (Posts: 5530; Member since: 22 Dec 2010)


Yeah. If the iPhone 4S is the fastest selling smartphone, I guess the rest of the high end handsets (aka Android handsets) must not be smartphones.

Somehow the Android handsets are leapfrogging the iDevices. Just 3 devices that are going to be released on VZW (RAZR, GALAXY Nexus and Rezound) are arguably better spec'd than the 4S. The iDevices are behind in the RAM, CPU and GPU specs and soon will be obsolete in display. Soon (1Q2012) there will be no area where the iDevices are better.

I love how Apple has motivated the Android ecosystem to be better. I hope Apple continues to play catch-up, because the Android ecosystem will become even better.

posted on 09 Nov 2011, 12:50 4

23. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


Leapfrogging? They have slightly higher specs which, in real life, don't matter because the iPhone has better real world performance.

Btw Apple has the best gpu on the market and still one of the best displays.

Ram and processor don't matter since iOS is made better and doesn't require all those resources.

http://www.idownloadblog.com/2011/10/10/android-users-dont-get-it/

posted on 09 Nov 2011, 13:34 6

44. Jobes (Posts: 364; Member since: 27 Oct 2011)


It's a much more simple os thus requiring much less to run that's not saying much. Everyone has their preferences. I do find it funny apple is slowing production to feather profits tho :P

posted on 09 Nov 2011, 14:00 8

49. remixfa (Posts: 13902; Member since: 19 Dec 2008)


hey taco, still feeling good about that Q1 2012 bet? :)

posted on 09 Nov 2011, 23:06 1

106. Johnny_Mnemonic (Posts: 240; Member since: 05 Oct 2011)


Remixfa I think taco is scared , taco don't be afraid android will take care of you

posted on 09 Nov 2011, 14:24 4

53. p0rkguy (Posts: 683; Member since: 23 Nov 2010)


The problem with your statement is that you're still stuck in 2008 when comparing iPhone to Android phones. The iPhone doesn't have the better real world performance/experience anymore. People are actually slowly learning about technology. Only the early adopters are buying iPhones.

posted on 09 Nov 2011, 14:44 1

59. bucky (Posts: 1292; Member since: 30 Sep 2009)


Beg to differ, the iphone is still smoother than my sgs2

posted on 09 Nov 2011, 15:25 4

69. EclipseGSX (Posts: 1551; Member since: 18 Oct 2011)


because of its dumbed down OS

posted on 09 Nov 2011, 15:35 5

74. Jobes (Posts: 364; Member since: 27 Oct 2011)


Agreed what android os runs compared to ios ... android is processing much more and has a bigger load than ios. Iphones are like living in a hotel.. sure it has everything you need buts its nothing like your house.. ios is plain.. not much to it.

posted on 09 Nov 2011, 15:34 3

73. remixfa (Posts: 13902; Member since: 19 Dec 2008)


it better be, it does 1/10th of what android does at any given time.

Apple has always been about "smoothness" and "feel".. android has always been about openness and functionality. Android has come a long way in smoothness and its getting close to the iphone in that field, but i dont judge an OS based on its flash and pomp.. i base it on functionality and stability.. which android has both in spades at this point. Obviously others judge differently.

posted on 09 Nov 2011, 23:09 1

107. Johnny_Mnemonic (Posts: 240; Member since: 05 Oct 2011)


Bucky. Don't you mean. Slower

posted on 09 Nov 2011, 16:16 3

86. andro. (Posts: 1935; Member since: 16 Sep 2011)


indeed the we are seeing a huge drop off in iphone 4s interest after the intial usual islave hunger swarm for it,and its seems from this article its not just something we are noticing in my shop but on a larger scale

posted on 09 Nov 2011, 15:32

72. _SavioR_ (Posts: 19; Member since: 30 Oct 2011)


I agree..... iPhone is so fukking smooth.... no lag whatsoever. I regret selling it and getting this POS Nexus. I'm thinking of just paying the ETF and switch to AT&T for an iPhone. Ill sell the Nexus for $150, and ill just add another $50 to it. Biggest mistake of my life. Never coming back to Android until they fix their Shiit. Come on, even WP7 is smoother than these dual core Androids. WTF!!!!

posted on 09 Nov 2011, 16:21 3

88. Whateverman (Posts: 3187; Member since: 17 May 2009)


Might I suggest GO Launcher XL or Launcher Pro if you havent already downloaded it. GO makes my Droid as smooth as silk, even with the live wallpaper. I love it!

posted on 09 Nov 2011, 15:47 3

80. Jobes (Posts: 364; Member since: 27 Oct 2011)


Since when is simple better... simple is well (simply) more simple lol. Using that link for everything means nothing taco.. lol its an apple site biased opinions. For every one of those there's a android forum teeming with reasons iphone users "just don't get it"

posted on 10 Nov 2011, 02:37 2

110. s.mrabet (Posts: 117; Member since: 26 Oct 2011)


You dummy, stop posting iblog links cuz that makes you look like i$heep.

posted on 09 Nov 2011, 18:46

100. ardent1 (Posts: 1991; Member since: 16 Apr 2011)


The android ecosystem is becoming MORE and MORE fragmented everyday -- just ask Google.

Second, the low end android OEMs are going to eat the high end Samsung & HTC of the world.

If you are like Hua Wei or ZTE and can produce a Samsung or HTC knockoff at a fraction of the price, why would android buyers shell out hundreds more. If you don't believe me, just rewatch the movie of how the PC industry played out. You don't see IBM or Compaq (two of the largest PC makers) still in business. IBM sold its PC business to Lenovo and Compaq was acquired.

It will be a horrible ending for android but the consumers will win in the end.

Right now, I can walk into WalMart and choose from over 5 to 7 android devices under $200 with most of them under $150 without contracts. There are 2 phones (Dart and Exhibit II a Galaxy W version) for under $200 with Tmobile. The tracfone family has at least 3 android devices and 2 are under $150. You want Virgin, you can get LG Optimus V for $100 if you can find it. Boost has the 4.3" Warp for $200. So right now, $200 or less will get you a no-contract mid-range android device.

Based on the sources I've discovered, expect $150 to be the next magic price point for that mid-range android device with better specs. That is to say the android phones at the current $150 price point have 3.2MP shooters, 3.2" to 3.5" screen and in 6 months, you will get 5MP shooters, 4"+ screens, faster processors, more RAM, dual cameras, etc.

Remember, there are more people who can afford low to mid-end devices than high-end devices -- that market is that much larger.

posted on 09 Nov 2011, 19:12 5

101. remixfa (Posts: 13902; Member since: 19 Dec 2008)


1) your first line is as wrong as they come. android is becoming LESS fragmented by the day, and each monthly graph shows that. I dont know where you got your information, but it definitely wasnt google's mouth.

2)walmart almost ALWAYS undercuts corporate stores for phone pricing. you are comparing a 3rd party vendor that undercuts phones to get sales. an apples to apples comparison begins and ends in the corporate brick and mortar stores. The average price is 100-200 depending on what you are getting. In my location the 2 top phones are the SGS2 at 280 before rebate, and the SGS1 at 150 before rebate. Between the 2 that is probably 80% of smartphone sales. That makes the average price of an android smartphone in my store 215 (150+280 / 2). And that's at Tmobile. Verizon sells their phones much higher before rebate so the average is going to be even higher. Hate to tell you, but most people go to the higher 25% of phones.

3) walmart does not sell that many no contract phones to the big carriers. carrier phones are with contract. Other than the Comet, what android phone is 150 or less without any discounting for a major (big 4) carrier?

posted on 09 Nov 2011, 13:37 6

46. SuperEd (Posts: 112; Member since: 18 Oct 2011)


Secondly...it will begin to fail. Continue to see less demand in this area and more demand in the Driod/WP7 arena's. Just watch.

posted on 09 Nov 2011, 16:08 5

84. andro. (Posts: 1935; Member since: 16 Sep 2011)


Its as true a statement as you can get,expect iphone 4s sales to drop off on large scale. We sold out of the initial batch delivered to our store but the second delivery has taken over a week to sell about ten phones.

The intial big sales are the usual apple loons that'll buy apple products no matter how much little of an upgrade it is,then once those are out of the way the honeymoon period is over and the true sales level starts to appear. At this stage in my store android like the galaxy s2 are about to reclaim the most popular seller spot.Once the islaves purchases are out of the way its becoming qyite apparently that most customers view the iphone 4s as a poor upgrade.

Also it seems antenna gate is only half over,iphone 4s are coming back to us alot more now,customers complain it doesn't drop calls but instead the call hangs with just silence and neither involved in the phone call can hear each other. The repair engineer reports are coming in that apparently the iphone 'empty space' calls are when one antenna is about to drop the call and the second tries to compensate thus creating the void in sound without dropping the calls entirely

posted on 09 Nov 2011, 12:10 8

2. davecann2 (Posts: 460; Member since: 15 Mar 2011)


Is it just me or does every site have conflicting article regarding the iPhone 4s?

posted on 09 Nov 2011, 12:13 4

5. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


A lot of this stuff is speculation so therefore the conflicts.

posted on 09 Nov 2011, 12:15 3

6. davecann2 (Posts: 460; Member since: 15 Mar 2011)


I have to agree with that. Everytime I walk into an Apple store I notice one of two things...

1. There is a line of people waiting outside to purchase the iPhone

or

2. The store is sold out.

posted on 09 Nov 2011, 12:20 4

9. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


It's crazy how busy Apple stores are year round. It must be ridiculous now during a new iPhone launch.

posted on 09 Nov 2011, 15:01

63. Scuba_Steve (Posts: 79; Member since: 16 Oct 2011)


Apple stores are crazy busy, they're usually the first ones opened and last ones closed around the area I'm at. I don't know about other places but here the line was strictly for iPhone buyers and while the line wasn't impressive, the fact they had one 4 days in a row was pretty impressive.

posted on 09 Nov 2011, 16:23

90. andro. (Posts: 1935; Member since: 16 Sep 2011)


Its crazy how a year old phone still drops calls......we almoist drops calls. We've noticed from many customers in our shop that the moment the iphone 4s goes to drop yet another call the second antenna seems to hold the call but create a empty space silence where the call is held but only silence remains. After many complants in my shop it now seems its also a widespread problem:

https://discussions.apple.com/thread/3404857?start=300&tstart=0

posted on 09 Nov 2011, 12:39 9

14. putes (Posts: 38; Member since: 03 Nov 2011)


Err, did you personally ask those people waiting in line whether there are there to buy a phone or to talk to customer support? You don't know do you.
I will say most of them are there to talk to customer support. At least that's my experience. When you consider that it is more convenient and sometimes faster to order the phone online I would not conclude that everyone there is to buy a phone.

posted on 09 Nov 2011, 12:52 2

26. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


What's wrong? Can't handle Apple's record sales numbers?

posted on 09 Nov 2011, 14:16 3

51. davecann2 (Posts: 460; Member since: 15 Mar 2011)


Have you ever contacted Apple's customer support? I assume you havent or you would know better.... Apple has one of the best product support teams out there. For the few times I have called I was immediately connected to a live person who knew the product, spoke clear english, and solved my issue immediately. Nice try though!

posted on 09 Nov 2011, 18:12 3

97. SuperEd (Posts: 112; Member since: 18 Oct 2011)


No. You are wrong. Simple.

posted on 09 Nov 2011, 12:21 10

11. ivanko34 (Posts: 617; Member since: 04 Sep 2011)


Maybe customers started to be smart

posted on 09 Nov 2011, 12:51 7

24. Johnny_Mnemonic (Posts: 240; Member since: 05 Oct 2011)


Ivan maybe they got tired of the same design

posted on 09 Nov 2011, 13:02 4

30. ivanko34 (Posts: 617; Member since: 04 Sep 2011)


yes you are right.
They were expecting iphone 5
Maybe the new boss of apple will create more models to allow a choice to apple customers

posted on 09 Nov 2011, 12:43 5

18. iamcc (Posts: 1319; Member since: 07 Oct 2011)


As of 2006 the average Chinese income was two thousand dollars. That was his point... that means the average Chinese person probably couldn't afford the iPhone.

And taco YOU are the village idiot you dumb f**k.

posted on 09 Nov 2011, 12:54

27. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


Iamcc what year is it? Does Apple employee everyone in china?

That carrier has 10 million iPhones on its network now even though they don't sell it. How are these very poor Chinese people getting all these iPhones?

India and China are the economies of the future. Apple entering those markets is an insanely great strategy.

posted on 09 Nov 2011, 13:05 4

31. iamcc (Posts: 1319; Member since: 07 Oct 2011)


There are one point three billion people in china. I stand by my comment that the average person in china cannot afford an iPhone. Ten million is chickens**t when you are talking about billions.

posted on 09 Nov 2011, 14:25

54. gallitoking (Posts: 4680; Member since: 17 May 2011)


and you watch your mouth mister... this is not your house... at dinner time...

posted on 09 Nov 2011, 13:10 7

33. MichaelHeller (Posts: 2650; Member since: 26 May 2011)


I really considered adding a line to the last paragraph saying, "Maybe Apple heard about the bet between Taco and Remix, and has pushed supply to Q1 to favor Taco." Seemed a little too insider though.

posted on 09 Nov 2011, 13:15 3

35. Sniggly (Posts: 6697; Member since: 05 Dec 2009)


Actually, Q1 2012 for Apple is actually Q4 for everyone else. I wonder how this will affect the bet between the two of them.

posted on 09 Nov 2011, 13:20

37. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


Haha that would have been hilarious

posted on 09 Nov 2011, 13:14 3

34. Sniggly (Posts: 6697; Member since: 05 Dec 2009)


Just remember, Taco: if you can go back and repost things that Remix could be wrong about, any one of us can go back and repost all the things you've been wrong about.

And there are far more of us who are interested in showing you what you're wrong about than those who are interested in showing what Remix is wrong about.

posted on 09 Nov 2011, 13:20

36. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


I'm rarely wrong.

posted on 09 Nov 2011, 13:21 4

40. Sniggly (Posts: 6697; Member since: 05 Dec 2009)


And those nice men in the white long coats with the needles full of happy juice are your friends and servants, right?

posted on 09 Nov 2011, 13:27

42. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


I do have to give you credit. You have become much more reasonable. Maybe after the verbal ass whooping I gave remix a couple of days ago he will calm down also. Alas for him his time here is limited.

posted on 09 Nov 2011, 13:42 3

47. Sniggly (Posts: 6697; Member since: 05 Dec 2009)


Well, those were words I was hoping would eventually come out of your mouth.

Remix is a good guy. He's a bit more enthusiastic than I am, but he's a nice guy. Maybe you can lay off him and not keep calling him the village idiot.

In the meantime, you've actually said some reasonable things recently too. Could this be the start of a new era?

posted on 09 Nov 2011, 16:22 1

89. remixfa (Posts: 13902; Member since: 19 Dec 2008)


lol. okiedokie. if you think so.

posted on 09 Nov 2011, 14:08 10

50. PhoneArena Team (Posts: 238; Member since: 27 Jun 2006)


Taco will be limited, without the right to post comments.

Reason: continuously posting offtopic, starting flame wars, using offensive words and trolling.

posted on 09 Nov 2011, 14:17 4

52. Sniggly (Posts: 6697; Member since: 05 Dec 2009)


Whoa. Sweet justice is served?

When will he grace the comments sections again?

posted on 09 Nov 2011, 15:06

65. gallitoking (Posts: 4680; Member since: 17 May 2011)


hope the hammer goes down for everyone... because he is not the only one, but so far he is the only one.. I expect other go down.. even if it is me... but he is not the only one...

posted on 09 Nov 2011, 15:13 4

67. PhoneArena Team (Posts: 238; Member since: 27 Jun 2006)


We've warned a few people. On both sides of the flame wars.

Everybody who continues with the repetitive offensive/offtopic/trolling/flame posts will get this treatment.

* Some comments have been hidden, because they don't meet the discussions rules.

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