The holiday season has historically been Apple largest quarter, and this year doesn’t seem to be any different. With literally every single relevant product line seeing at least one major revision this year (and some seeing two), Apple’s holiday season is sure to be one for the record books.
During today’s conference call, Tim Cook did admit that it wouldn’t go off without a hitch for at least one product line. The new iMac, which features quite a few breakthroughs in terms of the production and manufacturing process, will be constrained for some time to come, following its release:
In terms of iPad and iPhone… I don’t see a component shortage gating us for the quarter in the numbers that we’ve given you and the guidance… I think we saw some challenges there and feel good about our position… in terms of general shortages… on the iMac we’ll be constrained for the full quarter in a significant way… there will be a short amount of time to manufacture and ramp those and I expect demand to be robust… we will have a significant shortage