Supply Chain Squeeze ⇢ »

Christina Bonnington at Wired:

“Apple has really consumed a considerable portion of the currently available [manufacturing] capacity because they use the casings exclusively in their notebooks,” IHS principal analyst Tom Dinges told Wired. “Not to mention, Apple’s notebook volumes have grown considerably faster than the overall market the past few years, which adds even more strain to the available capacity for these casings.”

For a long time, Tim Cook has been known for his supply-chain-lockdown skills. I’m guessing his clout with manufacturers has only grown since becoming Apple’s CEO. Converting the entire MacBook line to aluminum a couple years ago has proven not only to be a pleasing aesthetic change; but also a strategic move against the competition. Clearly consumers are wanting lighter and more portable notebooks, and Apple is making is really difficult for anyone else to provide them consistently.