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

[MacRumors]

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.

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

 

[Scott6666]

Oh doom! That must mean demand has cratered.

 

[Squilly]

Can't believe it took over two months since release to actually stabilize supply/demand. Too long imo.

 

[brianvictor7]

Just wondering why they don't color code these charts with the dominant color of the carrier? Sprint = Yellow. Verizon = Red, AT&T = Blue. For those that are kind of close they can pick different shades I suppose.

 

[wesley96]

A perspective

http://appleinsider.com/articles/12/11/09/iphone-5-supply-catching-up-with-demand-at-us-apple-stores

This is what happened to iPhone 5 last year. It seems to have stabilized a bit faster than 5s. Unless Apple can't produce 5s as fast as 5 in regards to the same timeframe after release date, 5s demand is pretty healthy and "normal".

Even so, there are already analysts who claim this stabilization spells doom for Apple. Go figure.

 

[Bluee]

The unlocked/locked thread in the forum is too confusing.

If you buy a full price 5S from the apple store, it is unlocked?

A friend only confirmed this for T-mobile, but I was wondering if it is the same thing with AT&T?

 

[dumastudetto]

Can't believe it took over two months since release to actually stabilize supply/demand. Too long imo.

It's a success story. So many consumers want to get their hands on the latest cutting edge technology from Apple it's literally impossible to meet demand for months. The problem stretches out further and further with each product launch as more and more people discover how incredible these products are, and have a great desire to upgrade to the latest and greatest.

We should all feel good about being on the winning team.

 

[Tankmaze]

Thats a quick turnaround, good stuff!

 

[jaijaibinx]

My brain is telling me I might as well wait for the next one... but my soul is still longing for one of these badboys...

 

[Boatboy24]

Just in time for the Holidays...

 

[Klae17]

Tim Cook: Incredible. Just incredible. They like us. They really like us. Incredible products. Innovation. Long pause. Incredible.

 

[thekeyring]

It's like Apple said "We'll release a phone that everyone can moan about - the 5C - so that the 5S looks even better than it is." :')

 

[Thunderhawks]

Can't believe it took over two months since release to actually stabilize supply/demand. Too long imo.

Didn't you know they were holding them back to make to look as if there was a shortage?

And, there are never any production issues in making millions of pieces in several
colors and configurations. The stuff is just standing around.

These Apple people really don't know what they are doing.

They'll probably burn all the money they have in the bank next.

Amateurs!

----------

BTW: In my area the 128 GB in slate is not available yet.

Leadtime?

 

[eldo33]

Tim Cook: Incredible. Just incredible. They like us. They really like us. Incredible products. Innovation. Long pause. Incredible.

lol

i yawn and yawn everytime apple releases something now. seems like they just hold off products so that they make the news as if it is really really popular.

not much innovation for the 5s, 5c, and ipads.