) has reportedly stopped placing orders for new Mac-related
components, leaving suppliers stranded with remaining
inventories. According to
, suppliers had expected to finish "digesting their Mac
inventories" in April. That plan came to a screeching halt the
moment Apple walked away.
To make matters worse, suppliers informed DigiTimes that they
have yet to receive any details about when Apple may resume
taking orders for the new Mac.
This is an unusual move for Apple, which has reportedly
provided its suppliers with a 12-week shipping forecast. Without
any schedule, suppliers fear that they may not receive any
additional orders until the end of May.
"The sources revealed that Apple's Mac orders to the supply
chain dropped to almost nothing after the Lunar New Year
holidays," DigiTimes' Aaron Lee and Joseph Tsai wrote. "Apple had
high hopes for its Mac product lines and placed aggressive orders
at the end of 2012; however, the company is now badly affected by
DigiTimes speculated that Apple may have underestimated the
"weak status" of the PC industry, which has been
overwhelmed with declines
. Apple's non-PC products -- primarily iPads and iPhones -- have
contributed to the erosion of PC sales.
Thus, it sounds like the new iMac might be doing poorly at
retail. At the very least, Apple might be selling fewer units
than it had anticipated.
This is not the first sign of trouble for the new Mac. After
three years of increases, collective Mac sales declined more than
20 percent during the
fiscal 2013 first quarter
(ended December 29, 2012).
Apple does not specifically detail how many individual units
are sold each quarter, so it is impossible to say if the new iMac
is responsible for the sales decline.
The Mac Mini or MacBook Pro with Retina Display
could also be responsible
. Sales of older MacBook Pro models -- which are slowly
disappearing from retail -- may have also added to the
There are other possibilities, however. Apple may have stopped
ordering new components because it has decided to switch
suppliers. Alternatively, the company may have decided to
overhaul the iMac and release an updated version this spring.
Better still, Apple may have stopped ordering components
because it is making good on its
promise to produce
Macs in America. Some iMacs are
already being assembled
in the United States, but perhaps Apple is taking another major
step in its effort to bring production back home.
Louis Bedigian is the Senior Tech Analyst and Features Writer
of Benzinga. You can reach him at 248-636-1322 or
louis(at)benzingapro(dot)com. Follow him
(c) 2013 Benzinga.com. Benzinga does not provide investment
advice. All rights reserved.
Profit with More New & Research
. Gain access to a streaming platform with all the information
you need to invest better today.
Click here to start your 14 Day Trial of Benzinga