Michael Walkley, Matthew D. Ramsay, and Siddharth Sinha of Canaccord Genuity on Apple Inc. (NASDAQ:AAPL) iPhone 5 and iPad Air sales.
Our October/November U.S. carrier and global surveys indicated very strong iPhone 5s sales with improving levels of supply, steady iPhone 5c sales, and very strong initial sales of the new iPad Air.
However, our global supply chain analysis and surveys post the Apple Inc. (NASDAQ:AAPL) iPad mini with retina display launch on November 12 indicated the new iPad mini is supply constrained and is expected to remain so throughout the December quarter.
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