Yesterday morning I was on BBC News previewing Apple’s results and talking about how the disruption in the global component supply chain is likely to impact Apple’s plans for new devices (iPhone 5) and its ability to meet demand for current products (iPad 2 etc).
The interview is now up on the BBC News web site and can be viewed here: http://www.bbc.co.uk/news/business-13143021
In case you are not aware, Apple last night reported its best Q2 ever, generating $5.99 billion in profit. However, combined iPad and iPad 2 sales undershot expectations at 4.7 million units, against analyst expectations of 6-6.2 million. iPod sales continue to decline, down 17 per cent as falling sales of the basic iPod Classic and iPod Shuffle devices diluted growth in sales of the newer and feature-rich touchscreen iPod Nano and iPod Touch units.