You may not get your iPhone X until February or March 2018

“The next iPhone is the most coveted new technology of 2017, and it’s going to be very hard to come by,” Jefferson Graham reports for USA Today. “Production delays and pent-up demand from early adopters will cause the phone to sell out within an hour or two when it goes on presale on Apple’s website Oct. 27, tech analysts say. Apple says the phone will be in stores Nov. 3, and analysts expect long lines and not much supply.”

“‘We believe slow carrier promotions and relatively modest feature upgrades to the 8 are shifting demand to the X, which is a positive for Apple,’ says Jeffrey Kvaal, an analyst for Instinet,” Graham reports. “Many consumers won’t be able to find the X in stock until January at the earliest, says Gene Munster, a tech investor and analyst with Loup Ventures in Minneapolis. ‘Sometime in the first quarter,’ adds Jan Dawson, an analyst with Jackdaw Research. ‘A good three-four months until the X is in wide supply,’ Tim Bajarin says.”

“Apple typically sells as many as 75 million iPhones (both new and older models) in the holiday quarter,” Graham reports. “It will have 10 to 12 million iPhone X units produced by the end of the year, but that won’t be enough to satisfy demand, Bajarin adds. ‘This is the hottest iPhone since the first one because of all the new technology.'”

Read more in the full article here.

MacDailyNews Take: Customers will be able to order iPhone X beginning Friday, October 27, with availability beginning Friday, November 3, in Andorra, Australia, Austria, Bahrain, Belgium, Bulgaria, Canada, China, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Greenland, Guernsey, Hong Kong, Hungary, Iceland, India, Ireland, Isle of Man, Italy, Japan, Jersey, Kuwait, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Mexico, Monaco, Netherlands, New Zealand, Norway, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Saudi Arabia, Singapore, Slovakia, Slovenia, Spain, Sweden, Switzerland, Taiwan, UAE, the UK, the US and US Virgin Islands.

Good luck, everyone! We’re all going to need it.

26 Comments

  1. If true, this will test how long users are willing to wait for the iPhone X. Depending on the length of the wait list, it may also be possible users will just stay with their current iPhone for another cycle assuming the next ‘version’ will probably be announced 6-7 months later.

  2. “sell out within an hour or two”
    Heh, even if you aren’t keyed yet into the whole “Apple phone order” thing, if you state a pent up demand and then don’t accurately realize they’ll sell out in MINUTES, then you don’t know what “demand” means.

  3. This just shows you analysts and the media don’t have a freaking clue. Three days ago, they are reporting that Apple is asking suppliers to slow down with components. Now, back ordered iPhone X will go into March 2018.

    1. These two issues are both true and connected. Apple is asking suppliers to slow down shipments to Foxconn because ONE component is behind the production curve. With Just-in-time manufacturing components are delivered to stay just ahead of production requirements. Foxconn isn’t set up to store all the mounting components for everything else. AND this problem is the reason why iPhone X will suffer shipping delays to customers.

      1. Good point. Also it would pay to note that component suppliers may also have JIT manufacturing chains of their own which will probably be affected, rippling up the supply chain.

    2. On the contrary, it may make perfect sense. If Apple is missing critical components to build the iPhone X, they don’t want their other suppliers sending parts that they’re not ready to use.

  4. Everyone, have you all forgotten?… Tim Cook is a supply genius!

    – Samsung, the single supplier of OLED displays for iPhone X. Apple getting gouged big-time in price as a result. From their #1 rival…

    – Single sourced Face ID technologies, resulting in poor yields and lack of scale. German company – what a shock…

    Tim Cook, super supply chain guy, or super social justice warrior? You decide.

    1. I think you are missing some facts.

      When Tim became CEO, he dropped the role of Supply Genius. That role was handed down to the next best person, who was never as good as Tim.

      So Tim took the CEO gig, and felt he had to be an activist in light of social injustice. Why? because he has F.You money. And generally he’s a nice guy.

  5. There are never any guarantees when it comes to production. Something can always go wrong. If you don’t have any experience with production schedules then you don’t have any clue of the problems that can crop up. Apple has to try to make sure tens of millions of iPhones are produced within a certain time period. If they can’t get components from one company due to yields then it doesn’t matter how much of a supply chain genius you are. You can only lessen the effects of a backlog but not alleviate them completely. I’ll just accept the delay and I certainly won’t be whining about it.

    1. That is particularly true when you are trying to introduce cutting-edge technology that is currently available in the required volumes from only one supplier. Apple doesn’t want to do business with Samsung any more than any of us do, but they are the only company that can make OLED panels suitable for a large production run.

      Likewise, the companies that make the specialized equipment for FaceID are effectively a monopoly. If you want what they sell, you have to deal with them. If they are slow, there is no path around them. That is the critical path, so it doesn’t matter that everything else is ready for volume production.

  6. Some will get the iPhone X, on November 3rd. A lot of people will. I will shoot for November 3rd. Likely, I will get November 10th or 17th. Come March, 2018, supply will catch up with demand. Those are the people who don’t mind waiting. I will have all my resources up and waiting October 27th, to try and be first to order.

  7. People act like you can just snap your fingers and make a billion cutting edge, state of the art devices every year in a sustainable fashion. The largest, smartest company in the history of the world is doing the best it can with the restrictions it has, and frankly, their ability to accomplish what they have is mind-boggling. Nothing has ever had this much demand, ever. And a year from now, they’ll have to be producing the next one, which is already in development (as is the one after that).

    And truth be told, a lot of the whiners aren’t going to buy it anyway, because they can’t afford it. But they can’t help but complain because they want it so badly.

    Anyone who thinks Apple should be able to meet that kind demand on day 1 every year just doesn’t appreciate how ridiculous that is.

    1. Apple isn’t expected to cure cancer, the common cold, or put a man on Mars, all they’re expected to do is produce tens of millions of near-dentical products per month to satisfy most of the demand they’ve created. They’ve done this for a decade straight already. For a company with hundreds of billions $$$ in the bank, and stacked with purported supply chain geniuses, this isn’t asking a lot. I’ll attempt to buy the X, but only to take advantage of the guaranteed supply shortage over the next 6 months. No one is asking demand to be entirely met overnight, but making eager customers wait for half a year to buy your product isn’t good business management. AirPods are just one of many examples of this.

  8. blah blah blah….

    without direct comment by Apple NO ONE KNOWS.

    to take a single or even several dozen “data points” on what Apple is selling or suppling no one outside of Apple knows what is going on.

    Wait for the quarterly report in January…….

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