Analysts See iPhone 4S Supply Constraints Throughout Holiday Quarter


Fortune has analyzed two reports and suggests now that Apple may be experiencing some supply constrains on the iPhone 4S throughout this holiday quarter. The company, no doubt, works hard to stock-pile necessary number of the iPhone 4S that will allow Apple to meet customer demand for its newest smartphone, as well as shipping estimates of iPhone carrier partners during this quarter, but Apple may be having some trouble meeting its own production goals for the device that will result in supply constrains.

The first report, from Rodman and Renshaw analyst Ashok Kumar, alerted the company’s clients about the iPhone 4S production constrains, citing that shortages of an unidentified "key component" for the iPhone 4S that is holding back production. Kumar says that Apple has four million iPhone 4S not sold in the prior quarter. Taking into account there numbers, he suggests that Apple may sell 30 million iPhones during this quarter, though the company won’t be able to completely satisfy consumer demand.

The second note comes from Susquehanna Financial's Jeff Fidacaro. He also says that the main problem for Apple in this quarter is "supply constraints". As a result, we see reduction in quarterly iPhone sales of about three million units, moving from 26-28 million units to 23-25 million units.

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