So you’re suggesting consumers are switching to the S20 just because of iPhone production ‘may’ fall behind? That’s Not really a valid argument. That’s like me saying ‘if Samsung falls behind on their latest smart phone, customers are just going to abandon ship and totally jump to the iPhone.’ That doesn’t make sense. Consumers are devoted to the platform they choose, if the production is behind, that means they just have to wait a little bit longer.
However on the other hand it could work in Apple’s favour. If it’s constrained, it might appear to be ‘the in thing’ and people might wait to get it.
it’s a much bigger leap to switch smart phone platforms, especially if you’re devoted to iOS, which extends to the AirPods, HomePod, etc.