Two research analysts have reported in recent days that Apple is aggressively cutting back production on iPods and iPhones, while increasing production on Mac computers.
Craig Berger, an analyst with FBR Research, told clients in a research note this week that Apple has reduced orders for iPhones and iPods for the second time in two months. Berger concludes that Apple is experiencing weak sell-through in the fourth calendar quarter of 2007 or in the early going this year.
"For both iPods and iPhones, we believe Apple was previously targeting a roughly 50 percent quarter-over-quarter decline for first quarter units, whereas we now think the firm is targeting a 60 percent quarter-over-quarter unit decline for first-quarter units," he wrote.
iPod Touch Weakness
It seems that the iPod Touch may have seen the weakest sales. Berger reported production orders for the Touch have fallen the most. The device may suffer from being less than an iPhone, since it has no phone capabilities but is substantially more expensive than Apple's music-playing iPhones. The touch relies on Wi-Fi for connectivity, so users who aren't in range of a Wi-Fi connection simply can't get online.
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