Analyst says iPhone X supply will be lowAccording to Ming-Chi Kuo, the newly announced iPhone X won't reach supply-demand equilibrium for quite awhile after its release.
In a research note for KGI Securities that was obtained by MacRumors, Kuo said that he doesn't expect supply-demand balance to level out until the first half of 2018 is over:
We believe the fullscreen design and facial recognition features will drive replacement demand for the iPhone X. However, due to supply constraints, we expect market demand won't be fully met before 1H18. We revise down our forecast for 2017F iPhone X shipments from 45-50 million to around 40 million units, but we therefore revise up our 2018 iPhone X shipment estimate to 80-90 million units.
He also speculated that this supply shortage is part of the reason iPhone X won't be available for preorder until the end of October - the other reason, of course, being that Apple wouldn't want the iPhone X to impede iPhone 8 and 8 Plus sales.
In another earlier research note shortly bef...
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Analyst says iPhone X supply will be low
