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Author Topic: iPhone 5s Supplies Approaching Demand with 90% Availability in Apple's U.S. Retail Stores  (Read 384 times)
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« on: November 27, 2013, 11:00:43 am »

iPhone 5s Supplies Approaching Demand with 90% Availability in Apple's U.S. Retail Stores

Supplies of the iPhone 5s have been steadily improving since the device's launch two months ago, and according to a new survey by Piper Jaffray analyst Gene Munster, supplies are now approaching demand levels at Apple's U.S. retail stores with 90% of model/location combinations currently showing as available. Munster's survey is a weekly tracker of 60 U.S. stores and has seen significant improvement in iPhone 5s availability from just 31% two weeks ago and a paltry 10% back in early October.   Total available iPhone 5s SKUs (excluding unlocked) have increased to 90% from 31% two weeks ago, and 10% at the beginning of October. Separately, we note that the lightest stocked store we checked had 67% of available SKUs. We view the improvement in supply as an encouraging sign that Apple has begun to catch up to demand. We continue to believe that Apple will reach supply-demand equilibrium by early December.While overall iPhone 5s availability of 90% slightly lags that of the iPhone 5 at 95% at this time last year, Munster notes that supplies of the iPhone 5s actually better reflect the current popularity mix of the various carriers, with AT&T and Verizon models seeing almost universal availability and only the less popular Sprint models lagging.     Munster's tracker currently omits the just-launched unlocked SIM-free models, as those devices are still showing 1-2 week shipping time and in-store availability is not shared through Apple's online store for those models. Munster appears to have been considering the unsubsidized T-Mobile models as representative of the broader category of unlocked for tracking purposes, as users have found that many of the carrier-specific iPhone 5s models are in fact already unlocked.   Recent Mac and iOS Blog Stories • iPad Illustration App 'Procreate' Adds Support for 64-Bit A7 Processor, 4K Ultra HD Canvas Size • Square-Enix Releases 3D Remake of 'Final Fantasy IV: The After Years' for iOS Devices • Google Chairman Eric Schmidt Posts Guide on Converting to Android from iPhone • Dropbox for iOS Updated With iOS 7 Redesign • iWork for iOS and Mac Updated, Keynote Gains New Transitions • Apple Releases AirPort Extreme and Time Capsule Firmware Update 7.7.2 • LaCie Adds 2TB Option to Its 'Rugged' Thunderbolt/USB 3.0 Portable Drives • 4chan Founder's 'DrawQuest' App Now Available for the iPhone    
 


http://www.macrumors.com/2013/11/26/iphone-5s-supplies-approaching-demand-with-90-availability-in-apples-u-s-retail-stores/
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