Thursday, October 4, 2012
The apparently imminent launch of the iPad Mini (or whatever it will be called) could help to explain why USB-Lightning cables continue to be in short supply. Given the choice between selling them in retail and as a constraint on sales of a new iPad form factor, I guess it makes sense to make sure they are allocated first to the iPad Mini (although margins must approach 100% on the cable, cash margin of the iPad Mini sale is still higher at about $60-75). There were plenty of cables available before the launch of iPhone 5 (I got mine in two days) and now it's on backorder. That doesn't usually happen with Apple's supply chain.