Image Source: Jesus Diaz, Gizmodo Another week, another set of rumors about the iPhone V2 and when we may be seeing it.  In the last few days, at least a couple of heavyweight financial analyst types have had a good bit to say about the reasons for the recent shortage of iPhones in the US: […]
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iPhone Shortage Points to New Model Coming Soon, Or Maybe Not …

Jobs in 3G jacket

Image Source: Jesus Diaz, Gizmodo

Another week, another set of rumors about the iPhone V2 and when we may be seeing it.  In the last few days, at least a couple of heavyweight financial analyst types have had a good bit to say about the reasons for the recent shortage of iPhones in the US:

Gene Munster of Piper Jaffray thinks the shortage means there is an upgrade on the way earlier than expected:

The low supply, verified across 20 stores in a separate check from AppleInsider’s, gave an 80 percent chance that an update was coming "earlier than anticipated," according to Munster …

Royal Bank’s Mike Abramsky offers a much different explanation, and thinks talk of a 3G model being imminent is unrealistic.

Instead, Apple is more likely to have simply underestimated demand. Investigations suggest that the iPhone maker dropped its build rate by as much as 50 percent in the first quarter of 2008, assuming that demand would drop sharply after the holiday; that sales rate remained steady, Abramsky says. He also notes that Apple has had a recurring difficulty in estimating iPhone demand, including sales of unlocked devices.

Apple has not had a whole lot to say on this subject.  Infinite Loop has a quote from an Apple spokesperson in response to the NYT asking them about the shortfall:

We are working to replenish iPhone supplies as quickly as we can. Our stores continue to receive shipments almost every day.

And of course, as Brandon posted on yesterday, AT&T is saying a 3G model will be out ‘in months’. 

I think that’s it – so far – for this week.  I’d say that leaves us … back where we started 🙂

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