Where, or where are the iPhones?

Apple is running short on iPhones. Why?

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:

  1. Apple has a component issue and is doing a quiet recall
  2. Apple has a supply issue with a major sole-source supplier
  3. 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?

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About the author

    Matt Asay is chief operating officer at Canonical, the company behind the Ubuntu Linux operating system. Prior to Canonical, Matt was general manager of the Americas division and vice president of business development at Alfresco, an open-source applications company. Matt brings a decade of in-the-trenches open-source business and legal experience to The Open Road, with an emphasis on emerging open-source business strategies and opportunities. He is a member of the CNET Blog Network and is not an employee of CNET. You can follow Matt on Twitter @mjasay.

     

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