Measuring iPhone Demand

Horace Dediu:

Instead of doubling its performance for the launch weekend the company only sold 25% more units. How can there be this discrepancy? Is this a sign that demand is not growing at the rate we’ve become accustomed to? Is it a sign that there are shortages of components or labor or other production problems?

No, probably none of the above.

★ Tuesday, 25 September 2012