“iPhone 7 supply remains severely constrained just a couple of days before the start of Q1,” Daniel Sparks writes for The Motley Fool. “It only takes a few minutes of viewing different iPhone 7 models on Apple’s website to realize just how backed up the company is. A fully stocked iPhone delivers the following day after an order. But shipping estimates for varying iPhone 7 models range from two weeks to over a month. An AT&T iPhone 7 with 32GB of storage, for instance, ships in two to three weeks. And, on the other end of the spectrum, a jet-black iPhone 7 Plus with 256GB of storage ships in November.”
“It’s not clear whether higher-than-expected demand, severe supply challenges, or a combination of both are the reason for the iPhone 7’s constrained availability,” Sparks writes. “Reports from Sprint and T-Mobile stating that iPhone 7 preorders were five times higher than the 6s launch and four times higher than the iPhone 6 launch, respectively, suggest that higher-than-expected demand could be the culprit. But since this is a very limited view into the demand for iPhone 7 and 7 Plus, this shouldn’t be trusted as a lead indicator for estimating iPhone 7 demand.”
“Further, it’s simply impossible to know how well Apple is actually ramping up supply. Chances are, iPhone 7 supply constraints can be credited to both higher-than-expected demand and supply challenges,” Sparks writes. “Fortunately for Apple investors, the company has dealt with problems like this before.”
Read more in the full article here.
MacDailyNews Take: Out in public, even today, our Jet Black iPhone Plus units stick out like supermodels at a fat farm, that much is sure. Heads turn. We feel like we got really lucky on pre-order night: Apple’s App Store loaded at midnight Pacific, we ordered, and we got them on Day One. They are gorgeous to look at and in the the hand. If you’re still waiting, it’s worth it!
Just got the call from Sprint. My iphone 7 128GB Jet black ready for pickup.
Ordered mine last night via Apple Upgrade program (with monthly payments) the regular black version (I’ve no desire to “turn heads” with the hard to get Jet Black one) and it won’t get here sometime Oct. 27- Nov. 3rd. But, I’m in no particular rush other than I’d like to have it before the holidaze. Apple too is sometimes known for shipping before the given ship date. But demand being what it is who knows? I hope demand continues long into the future.
You’ll have it sooner than you expect…
Amen to that Scotty!
To MDN:
Exactly where on the Left Coast is your HQ?
Got mine 256gb jet black plus yesterday. 2 weeks earlier than originally estimated and 2 days earlier than my shipping notice. Now, if only Apple would make the transferring of backups better than it is, I’d be a super camper
Yep. I picked up my jet black 128 GB 7 plus on Wednesday and handed in my trusty rose gold 6s Plus. We had just returned from vacation and as I sat there setting up the new phone I suddenly realized that I hadn’t synced all my recently recorded videos to the laptop. Doh! Too late. I’d already wiped the phone. My mistake but I wish videos would upload over wifi just like photos…
I too got my 256gb jet black plus yesterday but 3
weeks early. It’s so beautiful. A work of art 🙂
But the FUD continues unabated, as do the downgrades…
Supply chain–that is one area that is comfortably within Cook’s wheelhouse. He is a master at it. Other areas maybe not so much but..
I’m still waiting for 7 Plus 256 GB Jet Back, and will be for some time. At least November, and I ordered within the first six hours of Pre-order day.
My JB 7+ is such an awesome phone. But don’t tell my wife or she will want it. She’s happy with her 6S+ which is awesome too, just not as great as the 7+.
Shhh, it’s a secret, she’ll find out next year. 😉
Checking Mixpanel again for day 13 of sales:
As of 11:30 PM Eastern Time on September 28, 2016, the iPhone 7/7 Plus has 4.99% usage. This is about 0.31% higher from day 12 to day 13, or around 1,700,000 activated on day 13 (using a base of 550 million). The total number of iPhone 7/7 Plus activated in 13 days is 27,335,000. This is around 9 million more than the iPhone 6s/6s Plus if the beginning of that base was 450 million.
So, it appears there are now around 49% more 7/7 Plus iPhones activated compared with the 6s’s during the first 13 days of activations. I also found it interesting that there were about 400,000 6s/6s Plus iPhones activated on day 13 last year, compared with the 1,700,000 7/7 Plus iPhones activated on day 13 this year.
That’s significantly more than last year and I’m now wondering if robots are being used to achieve some base demand, but when demand is higher, like now, additional workers are used to assemble. I would assume as of a few days ago most of the build-up for the launch was satisfied, and over the last couple of days there has been normal build. If activations do decrease significantly over the next couple of days then these couple of days were still build-up, but if they don’t then this new normal build is MUCH higher than previous years
I don’t think some analysts or investors realize that the smartphone is the most important product in people’s lives today. It satisfies ALL of Maslow’s hierarchy of needs:
– Biological: sending sexy texts, saying naughty things to each other, surfing porn.
– Safety: contacting the authorities, driving alerts, viewing news alerts, etc.
– Love: Texting, posting, broadcasting love, etc.
– Esteem: winning games, brandishing an iPhone, etc.
– Self-Actualization: learning with apps, taking online courses, asking Siri, etc.
And people will always want the device which satisfies their needs in the most fun and efficient way possible. To suggest that people are going to forgo the purchase of the best need machine available, and chat with an exploding cup and string is 1800’s Bugs Bunny.
Ordered mine from T-Mobile last week. They told me it was going to be sometime between November 15 and December 12. My Jet Black 7+ 128 GB shipped yesterday.
You are either lying, have very good luck, or I have very bad luck. I ordered 3 iPhone 7 Pluses: one in rose gold, one in black, and one in jet black from T-Mobile on the first day of preorders. This was 3 weeks ago. My estimated ship date 3 weeks ago was November. I have yet to receive any notifications when they will be shipped.
I ordered 2 128 gb from AT&T website by 4:30 AM Eastern time on the day they went on sale. At the time, my wife’s rose gold was due to be shipped 9/26 and my jet black was to be delivered on 10/14 to 10/21 with possible slippage on shipping date listed for mine, not hers. Recently got emails from AT&T saying hers wouldn’t be delivered until November 5 and mine on December 12. Needless to say, I’m a wee bit peeved.
Ordered 3 7P’s from Tmobile and was told mid November early December. I ordered 1st week of September. We wait.