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Apple Watch pre-orders estimated at 2,300,000 units per month, below market expectations

Lower shipments are blamed on difficulties in the supply-chain of OLED displays and haptic linear actuators

15 Apr 2015 | Editor

A recent report on the AppleInsider news website suggests that a well-informed KGI analyst - Ming-Chi Kuo - who has a reputation for accurately calling Apple's product plans has produced a research note that is estimating Apple Watch pre-orders will be about 2,300,000 units by the end of May.

However, the analysts is suggestion that production bottlenecks relating to the device's haptic linear actuators and advanced OLED displays are restricting faster roll-out.

According to the Research Analyst Apple is currently seeing restricted supply of :

  • vibration haptic actuators from Hong Kong-based manufacturer AAC
  • flexible AM-OLED screens from LG Display - reported to be Watch's sole display supplier

The report said specifically that LG has experienced challenges with the production of the flexible AM-OLED displays - most notably colour accuracy and lifetimes.

Apple - Apple Watch

Figure: Apple - Apple Watch

According to the Research Analyst considering Apple's current supply-chain capacity and anticipated future expansion plans, then production between 2,000,000 to 3,000,000 units per month is possible, with output potentially peaking at 2,500,000 units during June.

The Analysts said that the number of iPhone shipments is about 50,000,000 to 60,000,000 units per quarter, and pre-orders for Apple Watch is currently less than 10 percent, but is still more than competing devices.

Overall, Apple could be expected to ship around 15,000,000 to 20,000,000 units this year, below the 50,000,000 units Wall Street has been expecting for the latest addition to the Apple product range.

www.lgdisplay.com    www.apple.com    www.appleinsider.com   

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