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Almost all US Apple Stores out of stock of the Apple TV
Ever since February 2012, the Apple TV has been in short supply at retailers like Best Buy and Walmart. Last week, The Verge noticed that the Apple TV was out of stock at many Apple Stores, and today, MacRumors chimes in with a claim that the media device is not available in 98 percent of Apple stores in the US. Though it's still available from Apple's online store, a quick perusal of the Apple Stores in the New England region confirms MacRumors's observation. All the stores in Maine, NH, RI, MA and CT are out of stock with an availability date of March 9. Though its not guarantee, this shortage strongly suggests an Apple TV refresh is on its way. Recent rumors suggest Apple will announce an updated Apple TV with 1080P support during its press event on Wednesday. Anyone want to wager on this possibility now?
Apple TV disappearing from store shelves; update imminent?
There's been a lot of speculation about an Apple HDTV of some kind, but it's much more likely that an improved Apple TV will make it to market before we see a large flat screen device. CNET is reporting that supplies of Apple's diminutive black box are dwindling at brick and mortar stores across the U.S., possibly pointing to a refresh of the Apple TV. BestBuy.com and Walmart.com are no longer listing the Apple TV on their sites, and the only Apple TVs available on Amazon.com are used devices. AppleInsider reports that many electronics chains that used to carry the Apple TV no longer have them in stock. What does this all point to? An Apple TV update. The existing model has been around since September of 2010 and many other electronics manufacturers are selling similar devices that offer improved specs. A new Apple TV could provide full 1080p support, iOS 5, and even run applications. The latter would turn an Apple TV into a powerful gaming console, and support for iOS 5 could lead to a device that provides search and control capabilities through Siri voice command. While the specifications of a refreshed Apple TV are pure conjecture at this point, a new device does seem to be in the works.
Seagate expects flood-related hard drive shortages to continue
Seagate took some time out from its busy earnings reporting schedule to address supply concerns stemming from the recent devastating floods in Thailand. The storage manufacturer announced that hard drives supply will likely fall 150 million units short of demand by year's end. While Seagate's own factories weren't directly hit, suppliers for the company were impacted -- as were competitors, like Western Digital. The events have also had a more positive impact on Seagate, however -- as a result of the floods, a number of large buyers have entered into long-term agreements, according to the company.
Apple lists iPhone 4S as "in stock" in most online stores
Those TUAW readers who haven't yet caught Siri fever and purchased an iPhone 4S won't have to wait if they finally decide to buy one. Electronista reports that the device is finally listed as "in stock" at the Apple Store for most countries. As recent as two weeks ago, availability times were still in the three to five day range, but now the 4S is available immediately in every color and capacity. It appears that Apple has managed to get a good handle on iPhone 4S production, with 37 million devices reported as being shipped in just over three months during the first quarter results call. Part of the improvement is most likely due to the addition of Pegatron as a second manufacturer of the popular smartphones. With supply finally meeting or slightly exceeding demand, Apple now has to keep a close eye to make sure that inventories of the phone don't start piling up. The company has a reputation for keeping minimal product inventories, so production is probably being tweaked to more precisely match demand for the iPhone 4S.
Sphero shipments delayed due to high demand, won't be here-o until January
Our hearts were aflutter with anticipation when the Sphero went up for pre-order last month, but that excitement has since been supplanted by a big knot of disappointment, because the smartphone-controlled robotic ball won't be hitting the market until after the holiday season. In a letter published yesterday, Orbotix CEO Paul Berberian attributed his company's setback to a fundamental economic quandary. "Demand has been greater than expected and our production capabilities are slower than we planned," Berberian wrote. "What that means is only a handful of orders are going to be fulfilled before the holidays and the majority of orders will be fulfilled in January." Writing on behalf of the manufacturer, Berberian went on to accept full blame for the delay, with rather admirable honesty: "We simply underestimated the number of units we'd need to make and, more importantly, we miscalculated how long it would take to bring up the production line." To make up for it, Orbotix is offering free expedited shipping to all customers who pre-ordered the device in time for the holidays, along with a free Sphero t-shirt.
Gold Capped: This is the wrong way to do epic gems
Every week, WoW Insider brings you Gold Capped, in which Basil "Euripides" Berntsen and Fox Van Allen aim to show you how to make money on the Auction House. Email Basil with your questions, comments, or hate mail! Epic gems are here, and they're designed differently than we're used to. To be specific, they're designed without fairness baked in, which is somewhat of a new feeling for people who weren't around buying epic gems in The Burning Crusade. Fairness is actually the wrong word for this. Life isn't fair, and neither is WoW. Instead, I'll talk about balance. Blizzard has gone to great lengths to ensure that the game remains fun for as many people as possible by trying to avoid changes that suddenly disadvantage an arbitrary subset of players or shift the desirability of choices made a long time ago. Balanced changes don't force competitive PvP and raiding group to play the gold-making game to be on a level footing with the competition. They also don't provide a tangible itemization difference between the profession perks of different crafting professions.
Strategy Analytics: China leapfrogs US to become world's top smartphone market
The winds of tech consumerism are changing course. More specifically, they're heading east. According to the latest Q3 figures from Strategy Analytics, China is now the world's largest smartphone market by volume, overtaking the US for the first time. According to the research firm, smartphone shipments in China reached a record high of 23.9 million units during the third quarter of this year, up 58 percent from Q2. Compare that with the US, which saw shipments decline by seven percent over the quarter, to 23.3 million units. The Boston-based firm attributed much of China's growth to a spike in cheaper, Android-based handsets from companies like ZTE, as well as a flowering of subsidized higher-end models, like the iPhone. Nokia leads the way within the People's Republic, accounting for 28 percent of all quarterly shipments, followed by Samsung, with an 18 percent share. Find more quotes and charts in the press release after the break, or hit up the source link below for the full report.
Ultrabook manufacturers look to plastic as Apple commandeers supplies
Intel's new "Ultrabook" initiative designed to help PC manufacturers churn out MacBook Air clones has hit a snag. According to Digitimes, Apple has gobbled up almost all of the available capacity for producing unibody aluminum parts, which it uses to build the chassis for its notebooks. Production capacity for these parts is so constrained that PC manufacturers are reportedly only able to produce one chassis every three hours. In order to maximize production and cut costs, Ultrabook manufacturers are being forced to fall back on tried and true (and chintzy) production methods. High-end Ultrabooks will still have an all-aluminum chassis like Apple's notebooks, but the mid-range products will only feature aluminum on the outside; internally, it'll be plastic parts glued to metal. Low-end Ultrabooks designed to get under that magic $999 price barrier will be constructed from high-density fiberglass. Sounds charming. Stories like this certainly show how the tables have turned in the past ten years. Today, PC vendors who try to compete with Apple on both features and price almost inevitably find they have to sacrifice one or the other. Ultrabooks are no exception; Apple's supply-side savvy has allowed it to lock up a significant portion of manufacturing resources, leaving less and less for the rest of the industry.
Major Chinese supplier halts rare earths production in attempt to boost prices
With prices sliding and uncertainty rising, China's biggest producer of rare earth minerals has suddenly decided to suspend all operations, in a move that could strain already tense relations with the West. Baotou Steel, a miner, refiner and vendor located in Inner Mongolia, announced the decision in a statement today, explaining that it's simply looking to "balance supply and demand" in response to a prolonged price slump within China. Since June, in fact, prices of neodymium oxide and europium oxide have declined by 34 and 35 percent, respectively, with many analysts attributing the drop to mounting economic uncertainty in the US and Europe. Earlier this year, the Chinese government announced plans to merge or close some 35 rare earths producers within the mineral-rich northern region of Inner Mongolia, effectively crowning Baotou Steel as the industry's epicenter. Now, of course, that's all changed, though the shutdown will only last for one month. It's also worth noting that China still exerts rather considerable influence upon the market, accounting for roughly 97 percent of all production of rare earths -- a group of 17 minerals used to manufacture gadgets like cellphones, flat-screen TVs and EV batteries, among others. And while new deposits and market projections may point to a transforming landscape, it's unlikely that Chinese influence will wane anytime soon -- much to the chagrin of Western free trade advocates.
Panasonic, Tesla rekindle romance, strike supply agreement for Model S batteries
Panasonic and Tesla renewed their corporate wedding vows yesterday, with a new supply agreement on lithium-ion batteries. Under the accord, Panasonic will provide Tesla with cells for some 80,000 cars over the next four years, effectively ensuring that the manufacturer will meet its ramped-up production targets for 2012 -- including more than 6,000 orders for its Model S EV. As for the batteries themselves, they'll be made using Panasonic's nickel-type cathode technology, which, according to the company, will offer the highest energy density known. Of course, we're still awaiting for the Model S to actually enter full production, but you can whet your electric appetite with Panasonic's full press release, available after the break.
International iPhone 4S shipping dates already showing delays
That didn't take long. Just hours after preordering for the new iPhone 4S began, Electronista is reporting that international orders for the new phone are already showing ship dates of one to two weeks. For some TUAW readers and bloggers, the order process went slowly this morning, indicating that servers were probably being slammed. Checking the Australian, Canadian, and several European stores shows orders taking one to two weeks for shipping. Other online stores, like the Japanese site, aren't taking online orders, so it's difficult to know what demand is like in those countries. The US Apple Online Store is still showing an October 14th delivery date for all three American carriers. Electronista noted that Apple generally provides more stock to the US. While the worldwide delays don't appear to show a sellout situation, it does point out some strain on Apple's production and supply capabilities. We'll know for sure on October 14th if the iPhone 4S is another hit for Apple, or if the lack of delays in the US are an indication of lesser demand for the new phone.
Gold Capped: Upcoming Volatile Fire shortages
Every week, WoW Insider brings you Gold Capped, in which Basil "Euripides" Berntsen and Fox Van Allen aim to show you how to make money on the Auction House. Email Basil with your questions, comments, or hate mail! Volatile Fire is quite cheap now but will not remain so after patch 4.3. Volatiles are a cornerstone of the crafting and economic design of WoW, as each one has several types of items that require it for production. When the prices of Volatiles increase, crafted goods go up in price and raw materials go down in price. Very few people farm exclusively for Volatiles, as they're usually given a small chance to drop off things that are worth considerably more than the Volatiles themselves (like ore veins and elementals). That's part of why the Volatiles market is exceptionally susceptible to changes that change the way a lot of people play and loot. In this case for Volatile Fire, right now a ton of Fires are coming from people continuing to do Fireland dailies. Patch 4.3 is around the corner and will likely have something cooler for people do with their time than grind for entry level raiding and PVP gear. What can you do to protect yourself and profit from these changes?
LG Display cuts spending targets for 2012, amid sagging LCD demand
LG Display has decided to drastically cut its expenditure target for 2012, in yet another sign that the LCD market is going through some tough times. Today, the manufacturer announced that it will spend only three trillion won (about $2.8 billion) on its production facilities next year -- a 33 percent decrease from its previously revised budget and LG Display's lowest expenditure target since 2009. The company also said that it has no plans to build a new LCD plants in 2012, suggesting that it may already be facing excess panel supply. Analysts are predicting that demand will remain subdued throughout the end of 2011, though LG Display CFO James Jeong had previously said he expects things to pick up by the beginning of next year.
Gold Capped: Inventory balancing in TradeSkillMaster
Every week, WoW Insider brings you Gold Capped, in which Basil "Euripides" Berntsen aims to show you how to make money on the auction house. Email Basil with your questions, comments, or hate mail! TradeSkillMaster is the most powerful addon used to automate crafting and batch posting, and today, we'll be learning how to fine-tune the number of items created based on your selling history. Generally, when you started using TSM, you set up a default number of items for each trade skill group that you wanted it to keep in stock. For example, I told it to: Always craft enough scrolls that I had two on the auction house when they were profitable. Always craft enough of each meta-gem cut to ensure that I always had three on the AH when they were profitable. Now when I hit the Restock Queue button in enchanting or jewelcrafting, it queues up enough stock to bring my inventory levels to two scrolls or three gems. What if I invested in some recipe I sell a lot more of, though?
Apple's flash-buying clout seen as huge advantage
Apple is not only winning the tablet wars, it's already poised to beat out Intel's new Ultrabook line of tablet-inspired notebooks that are expected to arrive later this year. The Ultrabook is Intel's attempt to merge the instant-on features of a tablet with the power of a notebook. These slim devices will likely compete with the MacBook Air, but they may have a pricing problem right out of the gate. The Ultrabook will include Core i5 and i7 processors as well as solid state drives. Apple has a competitive advantage in this area as it is one of the world's largest buyers of flash storage. It can leverage its purchasing power to knock down the wholesale cost of a solid state drive and keep the price of its entry-level MacBook Pro and MacBook Air models at a cool $1,000. Asus, however, may have to charge well over its $1,000 target price for a similarly spec-ed machine. So which would you choose? A $1000 MacBook Air with OS X Lion or a $1500 Ultrabook? [Via Reghardware]
Apple may be looking to add another iPad manufacturer
We've heard that the next iteration of the iPad will be thinner, have a Retina Display, and will bring peace to the Middle East. Here's a rumor that's a little more mundane, and much more likely to be accurate though -- Apple may be adding another manufacturer, alongside Foxconn, to produce its tablet. According to a DigiTimes source the explosion at the company's Chengdu plant in May has created some serious supply issues. Additionally, tablet sales are expected to grow even higher this year, according to the IDC, and the Cupertino Crew already has trouble keeping up with demand. It seems there's little choice but to bring on board the likes of Quanta Computers or Pegatron Technology, the two front runners for the orders.
Analyst ups AAPL on strong projected iPad, iPhone sales
Canaccord Genuity analyst T. Michael Walkley remains bullish on Apple pointing to strong iPhone and iPad sales in June. He's so confident in Apple that he boosted his iPhone sales estimate from 75.5 million million to 77.3 million in 2011. He also predicts Apple will sell a whopping 100.2 million iPhones and 55.1 million iPads in 2012. As others have said before him, Walkley notes that Apple will continue to lead both the tablet and smartphone market. So what does these numbers mean for the average joe? More iPhones and iPads in circulation, greater incentive for developers to jump into the iOS ecosystem and extra cash for Apple to pump into research and development for the next generation iOS devices. Sounds good, doesn't it?
iPad 2 shipping times all under one week
All of you who have been waiting since March to buy an iPad 2 can now pull out your credit card and make your order. For the first time since the wildly successful tablet began shipping, supply is meeting demand, and shipping times are now under one week. During the first month of sales, shipping times for the iPad 2 were often in the 4 to 5 week range. A quick tour of the major online Apple Stores for most of the countries in the world showed the same 3 to 5 day shipping times. Improvements in prime contractor Foxconn's ability to build the difficult-to-make device are part of the reason, but Digitimes might have another answer. The electronics manufacturing website thinks that the long shipping times may have caused some would-be buyers to switch to other tablets, claiming in an article yesterday that the iPad 2's market share in Taiwan dropped to 50% due to supply shortages. That is, of course, just one small market -- and not a representative sampling of the worldwide market for tablets. Foxconn now says that they'll be delivering between 14 to 15 million iPad 2 units to Apple over the next three months, which should make for easy availability both through Apple Stores and secondary channels.
Japanese scientists discover massive rare earth deposits, China bristles
China's control over the rare earths market hasn't faced too many challenges over the past few years, but that may be changing, thanks to a major discovery in Japan. Geologists say they've uncovered expansive new deposits of rare earth minerals, buried within a seabed some 20,000 feet below the Pacific Ocean surface. Research leader Yasuhiro Kato estimates that the deposits contain anywhere from 80 to 100 billion metric tons of rare earths, which, if commercially viable, could pose a serious threat to China's global hegemony. Supply shortages and aggressive Chinese export controls have combined to raise global prices in recent years, much to the chagrin of manufacturers who rely upon the metals to produce smartphones, tablets and a wide variety of other gadgets. But with analysts predicting a rare earth surplus within the next few years and Japan's mining industry now poised for a potential resurgence, the outlook is certainly looking a lot brighter.
Gold Capped: Firelands panic sell-off
Every week, WoW Insider brings you Gold Capped, in which Basil "Euripides" Berntsen aims to show you how to make money on the auction house. Email Basil with your questions, comments, or hate mail! Patch 4.2 and the Firelands raid have arrived, bringing with them an entire new tier of gear, all of which will need to be properly enchanted and gemmed. There are BOP raid drops, BOE crafted gear, BOE trash drops, and of course, tons of valor point and PVP gear. If, like me, you speculated that all this activity would result in a massive increase in demand for enchants, gems, and item enhancements, chances are you stockpiled. So, have you sold everything you bought? I didn't. On my realm, the prices for all types of goods have fallen back to their pre-4.2 stockpiling levels. There has been a noticeable bump in certain markets like cut gems and volatiles; however, some of that may be due to a distinct reduction in miner activity over the last few months. The days of 20g Elementium Ore stacks are over, for now. What happened to all the demand projected for patch 4.2? Should you panic sell your stock before it goes any lower?
