Apple introduced its iPhone X of the tenth anniversary, a completely renewed model, almost without frames, with facial recognition system or Face ID and other features.
On October 27th, there is still more than a month, the reservation phase begins, and although the first shipments are not scheduled until November 3, when it will officially go on sale, the popular analyst Ming-Chi Kuo considers that the iPhone X will not reach the balance between supply and demand until next year.
There will not be enough iPhone X to meet the demand, at least not until 2018. This is what the well-known KGI Securities analyst Ming-Chi Kuo says in his last note to investors and which MacRumors has had access to. According to Kuo, customer demand for the iPhone X will not be fully satisfied until at least the first half of 2018.
The truth is that this is not new news; already before its debut, there were many rumors that bet on a later release of the iPhone X, as it has been, and even a shortage of supply, as it seems to be. The reason, on the other hand, is obvious, and also rumored for some time: the supply constraints of certain components such as the screen.
However, Kuo points out that the reason the iPhone X reserves will not start for more than a month is due not only to the supply constraints of certain components, but also to Apple not wanting to cannibalize iPhone sales 8 and the iPhone 8 Plus.
According to this analyst, the new full-screen design along with the Face ID feature will boost demand for the iPhone X; unfortunately, due to supply constraints “market demand will not be fully met before the first half of 2018.
So, once again we find the sad scenario that getting the iPhone X as a gift for others or for yourself at Christmas, can become an almost impossible task, as already happened last year with the AirPods.
On the other hand, Kuo has revised its sales forecasts for the iPhone X by lowering sales from 45-50 million to around 40 million units during the last quarter of 2017, raising sales from 2018 to 80-90 million units.