By analyzing thousands of U.S. customs records for Apple Computer, employees of the search engine for container shipment data ImportGenius.com identified a major spike in imports generated by a new product type.
â€œThey have never before reported this product on their customs declarations,â€ says Ryan Petersen of ImportGenius.com. â€œThe fact that they are importing millions of units, combined with dwindling stocks of the first generation of iPhones, clearly supports the Citi analysts predictions.â€
On March 19 Quanta delivered ocean containers of merchandise, described on the Bills of Lading as â€œelectric computers,â€ to Apple, Inc. Neither Apple, Quanta, nor any other company has ever used this product description for any shipments to the U.S.
The advanced features of the iPhone make it perfectly legitimate for Apple to declare the products as computers, rather than telephones.
This unusual large shipment of 188 containers could well be our new iPhones…