According to the forecast, taking into account the sale of the cycle now Apple watches and other factors, by the end of May this year, Apple is expected to watch the booking amount will be more than 2.3 million, but the product vibration motor, and display assembly capacity issues that may significantly limit the actual product capacity.
In this 2.3 million expected predetermined amount, the forecasters believe that about 85% of the orders are from the most expensive watch sports version of Apple's contribution to 15% from Apple Limited Edition watch, while less than 1% of the orders are from Apple's expensive limited edition watches.
At the same time, taking into account the existing Apple's supply chain capabilities and future expansion plans, the monthly production forecasters believe Apple's watches can be around 200-300 million. However, the current capacity issues that have emerged vibration motor, and display components will likely cause some problems apples.
It is reported that in order to solve this problem, Apple has been in Hong Kong suppliers of AAC vibration motor and LCD panel giant LG Display to seek help from the headquarters, the company hopes to get a certain number of parts supply from both the Department. Among them, in order to meet Apple's "back engine vibration sensors" (Tapic Engine) requirements, AAC must provide a smaller compared to the iPhone vibration motor parts. And in terms of LG Display, the challenges they now face is that the need to further improve their AMOLED display screen imaging accuracy and service life.
Currently, Apple's iPhone shipments each quarter basically stable at about 5000-6000 million units, but forecasters said one of only about 10 percent less than the predetermined Apple iPhone users watch. Nevertheless, the current Apple watches sale situation, the product is still far exceeds the performance of some of the other competitors.
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