In his latest report to investors, analyst Ming-Chi Kuo of KGI Securities said that the recent leaks in the supply chain indicate the “worst case scenario” supplies of the iPhone 8, which could lead to a shortage of new smartphones at the start of sales. Wait for the device according to analyst, have a few months the phone will be delayed until October-November.
Traditionally, Apple is ramping up production of smartphone in August or September to prepare for the annual autumn release. This year the company will introduce the iPhone 8 OLED display with iPhone 7s iPhone 7s Plus, but the serial production of high-end version may be delayed until October or November. Users who wish to buy Apple’s new flagship among the first, it is recommended to pre-order for the novelty to get it in their hands.
The analyst did not specify what will cause a delay. Last month it was reported that Samsung is experiencing difficulties with the release of the required number of OLED panels. Also earlier there were reports about problems with the integration of the fingerprint scanner Touch ID in the display device. It is expected that the biometric module will be located in the “functional area” of the screen.
The production delays may result in restriction of supply and lower overall sales. However, this situation is not new — last year Apple also faced with the increased demand for the iPhone 7 Plus with dual camera, which led to a temporary shortage of the model. A similar situation was faced by Apple in April of last year: demand for iPhone SE exceeded supply, causing a 4-inch gadget has long been a scarce commodity.
Another example is the AirPods wireless headphones, went on sale several months later than planned release. It’s been six months, and the accessory is still possible to order with delivery time of 6 weeks.
Many analysts predict high sales of the iPhone 8 in the second half. According to Ming-Chi Kuo, the supply can be from 80 million to 90 million units. This figure is slightly lower compared to previous forecasts of an analyst, then he pointed to 110 million copies.
According to rumors, the iPhone 8 will be clad in glass case with steel frame. Among the main features features OLED display “edge to edge”, front camera with support for 3D technology, wireless charging. Anniversary the flagship may be the most significant upgrade in company history, and for the first time will exceed $1000.
