There have been a mix of rumors that have suggested that the iPhone 8’s production could be delayed and that there might be a shortage in supply at launch. For a company who has typically managed its supply chain pretty well, no doubt this is bad news for would-be customers who might have to end up waiting weeks for their order to arrive.If you’re somehow hoping against hope that this isn’t true, you could end up being disappointed because according to KGI Securities analyst Ming-Chi Kuo, he has indicated that there is a rising possibility of a worst-case scenario to come true with regards to iPhone 8 shortages, meaning that customers who don’t order early will be left waiting in the cold.
According to Kuo’s note to investors, “We are seeing more evidence that the worst-case scenario forecasted in our April 19 report could materialize, where new iPhone shipments in 2H17F are revised down to 80- 90mn units from 100-110mn units (vs. consensus of 100-120mn units).”
It was previously suggested that the difficulty to obtain certain components in large quantities, such as the OLED panels, were to blame. This is alongside the alleged difficulty of production of custom-made components that Apple is using for the iPhone. As to whether or not Apple will be able to get a handle on this in time remains to be seen, but either way as we have seen in the past, you’ll want to move quickly if you want to get your hands on the device.
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