ethomaz said:
They can't use something not manufactured yet... They are producing about 200-250k units per week (~1.2m units per month)... so it is not like they can use the January production... they used in December what they produced until Dec 20th (they need ~1.5 week to ship to US). |
You missed the point. Shipping units by sea takes time, let's say 2 weeks to make it round.
Produce 350k by Nov 25 -> Deliver week of Dec 9
Produce 350k by Dec 2 -> Deliver week of Dec 16
Produce 350k by Dec 9 -> Deliver week of Dec 23
Produce 350k by Dec 16 -> Deliver week of Dec 30
Produce 350k by Dec 23 -> Deliver week of Jan 6
Produce 350k by Dec 30 -> Deliver week of Jan 13
etc.
Now, in order to boost supply in December what they can do is air-ship two weeks supply so that it arrives ~2 weeks early, so that instead of delivering 4*350k they deliver 6*350k in December (1.4 million by sea and 0.7 million by air). Air shipping is much faster, but costs more so they wouldn't keep doing it forever.
It's rumored that they did that in order to give that big boost in Dec, and if that's the case it would take away form the delivery in January, so we could have them deliver only say 700k~1050k in January.
