New iPhone Leaks 'Confirm' Apple's Biggest Problems

New iPhone Leaks 'Confirm' Apple's Biggest Problems

Apple is fighting fires. While iOS 11 continues to cause serious problems, supply chain leaks have revealed iPhone X supply is severely delayed and interest is so low in the iPhone 8 and iPhone 8 Plus production is being cut by 50% after less than a month. Now new sources are confirming Apple’s iPhone woes… 

First up is none other than Rogers Communications CEO Joe Natale. Speaking during a quarterly earnings call, Natale was reported by CBC as claiming the carrier had witnessed “anemic appetite for the iPhone 8”.

Apple

Apple new iPhone X, iPhone 8 and iPhone 8 Plus are facing very different sales problems

One carrier can’t speak for them all, but Rogers Communications is Canada’s largest carrier with over 10 million customers (source) so it represents a wide cross section of customers in North America. It is also the first high profile on the record comment following significant speculation about customer disinterest in the iPhone 8 and iPhone 8 Plus.

Interestingly Natale said Rogers’ customers have expressed more excitement about the premium features of the iPhone X, but he believes its outlook is unclear because of both its price (“It’s a very expensive device”) and reduced availability.

Backing Natale up is another leak from the Apple supply chain, this time via the widely respected KGI Securities’ analyst Ming-Chi Kuo. In a new report picked up by MacRumors, Kuo reiterates that iPhone X stock will be incredibility limited at launch with just 2-3M units available globally on the launch weekend.

To put this in context the iPhone 6S and iPhone 6S Plus hold the opening weekend sales record for iPhones (13 million), so 2-3M simply won’t cut it for either Apple’s fans or the company’s bottom line.

Apple

Apple’s iPhone X has far more customer interest, but limited availability and a high price

The good news is Kuo states Apple has made significant advances in the manufacturing of the iPhone X and problems producing the circuit board, camera lens and Face ID’s dot projector are all clearing up. Kuo states the "worst is behind us."

As such while iPhone X supply will be gold dust before Christmas (again: if you get one put it on eBay!), Kuo does believe shipments will "pick up markedly" during the first quarter of 2018 and will fuel a belated ‘supercycle’ later in the year.

At this point it is worth noting I have a source close to Apple who is adamant the supply chain shortages are being blown out of proportion and the iPhone X will break sales records at launch. Before you get too excited, however, this source is new and at odds with information from my other contacts (who align with Kuo) so I remain skeptical.

But given everythingelse Apple has on its plate right now, I hope this dissenting voice is right. The company could do with a break

___

Follow Gordon on Twitter, Facebook and Google+

More On Forbes

Apple iOS 11.0.3 Release: Should You Upgrade?

Apple iOS 11 Has 25 Great Secret Features

iPhone X Vs iPhone 8: What’s The Difference?

iPhone 8 Vs iPhone 7: What’s The Difference?

iPhone 8 Vs iPhone 8 Plus: What’s The Difference?

 

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Apple is fighting fires. While iOS 11 continues to cause serious problems, supply chain leaks have revealed iPhone X supply is severely delayed and interest is so low in the iPhone 8 and iPhone 8 Plus production is being cut by 50% after less than a month. Now new sources are confirming Apple’s iPhone woes… 

First up is none other than Rogers Communications CEO Joe Natale. Speaking during a quarterly earnings call, Natale was reported by CBC as claiming the carrier had witnessed “anemic appetite for the iPhone 8”.

Apple

Apple new iPhone X, iPhone 8 and iPhone 8 Plus are facing very different sales problems

One carrier can’t speak for them all, but Rogers Communications is Canada’s largest carrier with over 10 million customers (source) so it represents a wide cross section of customers in North America. It is also the first high profile on the record comment following significant speculation about customer disinterest in the iPhone 8 and iPhone 8 Plus.

Interestingly Natale said Rogers’ customers have expressed more excitement about the premium features of the iPhone X, but he believes its outlook is unclear because of both its price (“It’s a very expensive device”) and reduced availability.

Backing Natale up is another leak from the Apple supply chain, this time via the widely respected KGI Securities’ analyst Ming-Chi Kuo. In a new report picked up by MacRumors, Kuo reiterates that iPhone X stock will be incredibility limited at launch with just 2-3M units available globally on the launch weekend.

To put this in context the iPhone 6S and iPhone 6S Plus hold the opening weekend sales record for iPhones (13 million), so 2-3M simply won’t cut it for either Apple’s fans or the company’s bottom line.

Apple

Apple’s iPhone X has far more customer interest, but limited availability and a high price

The good news is Kuo states Apple has made significant advances in the manufacturing of the iPhone X and problems producing the circuit board, camera lens and Face ID’s dot projector are all clearing up. Kuo states the “worst is behind us.”

As such while iPhone X supply will be gold dust before Christmas (again: if you get one put it on eBay!), Kuo does believe shipments will “pick up markedly” during the first quarter of 2018 and will fuel a belated ‘supercycle’ later in the year.

At this point it is worth noting I have a source close to Apple who is adamant the supply chain shortages are being blown out of proportion and the iPhone X will break sales records at launch. Before you get too excited, however, this source is new and at odds with information from my other contacts (who align with Kuo) so I remain skeptical.

But given everythingelse Apple has on its plate right now, I hope this dissenting voice is right. The company could do with a break

___

Follow Gordon on Twitter, Facebook and Google+

More On Forbes

Apple iOS 11.0.3 Release: Should You Upgrade?

Apple iOS 11 Has 25 Great Secret Features

iPhone X Vs iPhone 8: What’s The Difference?

iPhone 8 Vs iPhone 7: What’s The Difference?

iPhone 8 Vs iPhone 8 Plus: What’s The Difference?

Published at Sun, 22 Oct 2017 22:31:58 +0000 from Google News

Ron Kerr

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