Apple's Next-Gen AirTag Launch Said To Be Delayed Because There's Simply A Lot Of Unsold Original Ones
Portfolio Pulse from Ananya Gairola
Apple Inc. (AAPL) has postponed the launch of its second-generation AirTag to 2025 due to an excess inventory of the original AirTags. The decision reflects the lack of urgency to release a new version as the current AirTags are still effective and face little competition. The AirTag 2 is expected to include an upgraded wireless chip for better communication. Meanwhile, Apple faces a class action lawsuit over concerns that AirTags are being used for stalking, despite the company's efforts to implement an alert system for tracking.
January 08, 2024 | 2:06 am
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Apple's delay in launching AirTag 2 due to surplus inventory may indicate efficient inventory management but also suggests a potential overestimation of demand. The lawsuit over AirTags could impact brand reputation and lead to legal costs.
The delay in launching a new product version typically has a neutral short-term impact on stock price, as it reflects inventory management decisions. However, the lawsuit could have a negative impact if it leads to significant legal costs or damages the brand, but the extent is uncertain without more details on the lawsuit's progress or potential outcomes.
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