Apple has suddenly hit a shortage of iPhones,Paul Kedrosky notes. But why? And when will the shortage end? Most interestingly, does it portend the imminent arrival of the 3G iPhone?
Paul suggests the following reasons:
- Apple has a component issue and is doing a quiet recall
- Apple has a supply issue with a major sole-source supplier
- Apple is set to do a surprise launch of a 3G phone
Even Option 3 isn't great for Apple, as it means it is losing out on hundreds of thousands of sales. Any ideas?