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Apple’s current status on product orders according to an analyst

by Josh Holat on May 29, 2008 at 06:11 AM

iPod ClassicFBR Capital Markets analyst Craig Berger has been surveying Apple’s supply chain and found some interesting stats to crunch.  For one, he has found that in the June quarter, Apple will increase its iPod supply by about 15% compared to the March quarter.  Berger says, “We see greater Shuffle, Classic, and Nano builds slightly offset by fewer Touch builds with greater Shuffle builds accounting for most of the increased iPod builds.“  Along with this, he has found that Apple’s desktop supply will decline by about 15% due to higher notebook production.  This comes as no surprise to me as many customers are switching to more portable machines in this day and age.

It’s time for some analyzing of my own.  The reason the iPod production is being lowered may be because Apple is expecting large 3G iPhone sales when they announce it this June.  With customers switching over to an iPhone, they will have no need to buy another iPod.  Also, the quote above states that the iPod Touch builds are being lowered the most.  Again, this could be because it is so similar to the iPhone and Apple may be expecting many people to just go for the more functional device even despite being forced into an AT&T contract.

Via [iPodnn]

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