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iPhone X Availability Improving at Apple Stores Around the World
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Or, you know, save a little. You don't NEED to have it the day it comes out.
I bet a lot of the returns are scalpers that thought they could make a quick $500 or so.
Being sold out daily is consistent with a constrained supply, but doesn’t in and of itself say much about the magnitude of demand (just that it exceeds supply).
When supply catches up, maybe a few weeks from now, Apple will be able to ship out enough stock to keep the stores from running out before the next day’s shipment arrives. So the out-of-stock condition will be ended, but we still don’t have a good indication of the quantity demanded.
The manucturing estimates are instructive; of course production figures are only as good as the supply chain leaks, but KGI has a good track record for acquiring this data.
The real indication of large demand, as you’ve mentioned several times, is Apple’s guidance. Their initial estimate—given after iPhone X pre-orders started but prior to retail availability—must be holding or they likely would have issued updated (lower) guidance by now.
I personally think Apple will beat the 84-87 billion they guided, and I’ll be dining on crow right along with you if Apple comes up short
You don't know if it's constrained supply because you don't know how many units are being sold each day. What you do know is what units are there, people are buying them (indicating demand for what is there). The question is, what is there?Being sold out daily is consistent with a constrained supply, but doesn’t in and of itself say much about the magnitude of demand (just that it exceeds supply).
When supply catches up, maybe a few weeks from now, Apple will be able to ship out enough stock to keep the stores from running out before the next day’s shipment arrives. So the out-of-stock condition will be ended, but we still don’t have a good indication of the quantity demanded.
The manucturing estimates are instructive; of course production figures are only as good as the supply chain leaks, but KGI has a good track record for acquiring this data.
The real indication of large demand, as you’ve mentioned several times, is Apple’s guidance. Their initial estimate—given after iPhone X pre-orders started but prior to retail availability—must be holding or they likely would have issued updated (lower) guidance by now.
I personally think Apple will beat the 84-87 billion they guided, and I’ll be dining on crow right along with you if Apple comes up short
Put it this way, if they were all green with supply daily, I'd be more concerned than sold out daily and reports of 550,000 X being produced daily.
I think we do know supply is constrained though, since Apple is apparently unable to ship enough units to keep from selling out before end of day. If supply were caught up, they’d be able to ship enough to get through the day.
Whether stores are getting 5, 20, 50 or 200 units is unknown. (In actuality, different stores receive different allocations, but just consider the average.) But however many it is, it’s not enough, since demand exceeded supply. But like you say, what was the supply? Maybe they received 5 units and sold out. Maybe they received 100. They’re sold out either way, but that’s a 20x difference in quantity.
We don’t know the initial inventory, the production ramp, production variability etc. So even if we knew for sure that Apple were manufacturing 15 million per month now, we still wouldn’t know if Q1F2018 sales would be 25MM or 40MM. Only Apple knows!
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[doublepost=1511918796][/doublepost]Bogus....... I ordered two iPhone X on 11/3. Apple says they were shipped on 11/23. As of 11/28 evening, they are still sitting in China customs and not even Apple or UPS know when they will be released and delivered. Right now there is no delivery date. How is Apple getting their store stock delivered each day?
Just over three weeks after the iPhone X launched, availability at Apple's retail stores is steadily improving around the world.
Apple's in-store availability tool reveals that the iPhone X is available for walk-in customers to purchase today in several major cities in the United States, including Chicago, Los Angeles, Philadelphia, Phoenix, San Francisco, although supplies vary by exact carrier, storage, and color.
Apple analyst Gene Munster, in a research note with Loup Ventures, said iPhone X availability jumped to 16 percent over the past seven days, compared to just two percent in the week prior. The data is based on daily monitoring of roughly 50 percent of Apple's stores in the United States.
Likewise, in Canada, select iPhone X configurations are available today at Apple stores in major metropolitan areas such as Calgary, Edmonton, Halifax, Montréal, Ottawa, Québec City, Toronto, and Vancouver.
A spot check of iStockNow.com revealed limited iPhone X availability for same-day pickup at Apple stores in Australia and Turkey as well, but supplies fluctuate throughout the day. Many stores receive new stock around 6 a.m. local time each day.
Apple's supply chain has addressed issues with iPhone X production, according to KGI Securities analyst Ming-Chi Kuo, so in-store inventories should continue to increase. Likewise, iPhone X orders placed on Apple.com are now estimated to ship in just 1-2 weeks, down from 5-6 weeks on launch day.
We still recommend calling your local Apple store ahead of time to confirm iPhone X availability, as supplies continue to sell out rather quickly.
Article Link: iPhone X Availability Improving at Apple Stores Around the World
I’m fed up with talking to Apple and UPS.
Based on my experience, it shouldn’t be stuck in customs for long. But I wouldn’t bother calling UPS or Apple, because neither of them will be able to tell you when they’ll clear, it’s out of their hands.
The next update you see should indicate it’s cleared customs but I’ve also seen where the status doesn’t update, you’ll just know when it scans at the next arrival location.
Right, but I believe there IS healthy demand if they are all being bought. There is demand enough for it to keep happening daily across the world. MaYbe won’t last forever, but buying every one that is shipped is at least decent demand. I agree it’s impossible to know specifics but in general, it looks good.
Yup, if they’re making 15 million a month but only gaining modest ground against backorders and ship times, plus adding more countries, one could infer current demand is not a whole lot less than that, and we’re 4 weeks post release. That bodes well for continued strong demand.
One could also assume it will be a good Christmas, not just iPhone but AirPod and Watch too but they don’t pile on revenue like iPhone does. iPhone ASP will tell the story wrt the X.
All Apple store stock gone after all stores in US and Canada having stock this morning.
All Apple Stores sold out. 22 days in a row.
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All Apple Stores sold out. 22 days in a row.
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My personal prediction is damn near $100b.
Not to be a wet blanket, but Apple’s usually pretty much dead-on with their guidance. Last year Q1 was about $76 billion so they’re already guiding 15% over at the $87B high end.
To get to the high 90s they’d basically have to sell an extra 10 million iPhone 8/X above guidance, and I just don’t see that happening... though it would be great for the shareholders/stock price!
The iPhone X is essentially an extra phone over last year. They did almost $79B last year.
Services are up 30% y/y
Other products are up 30% y/y
iPad is much stronger than last year
Watch 3
AirPods
This isn’t just about iPhone.
$100B might be aggressive but I think they will easily clear $90B.
I hear what you’re saying, and true it isn’t just about iPhone, but Apple already knows services and “other” are up 30%, so that’s already in the guidance... I don’t think that will be an unexpected source of additional revenue.
I think if they beat, it’ll be because they were giving their usual conservative guidance, but had a better production ramp and/or demand for iPhone X. That’s where I might expect some surprise. So sure, I could see them coming in at low 90s.
But that’s just guessing on my part, and surprises could come from the iPad/other/services categories as well. It’s fun to speculate, in any case!
I think if they beat, it’ll be because they were giving their usual conservative guidance, but had a better production ramp and/or demand for iPhone X. That’s where I might expect some surprise. So sure, I could see them coming in at low 90s.
But that’s just guessing on my part, and surprises could come from the iPad/other/services categories as well. It’s fun to speculate, in any case!
The original iPhones were accessible by many. This new device simply is not, whether you can or can't afford it, it's not accessible however.
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Compared to previous devices, 15m/month is not all it is cracked up to be.
You miss the big picture. You complain about “accessibility”, yet ignore that Apple actually offers the most accessible iPhone in history, and even dropped the price considerably, from $399 to $349.
Now, more people than ever before can afford to buy an iPhone. Should Apple only sell their $349 phone? Should Apple stop selling the less “accessible” iPhone X because it’s more expensive than some can afford?
Maybe Toyota should stop selling the Camry because it makes people who can only afford the Corolla feel bad that they can’t afford the Camry.
Again, you miss the big picture. Apple introduced 3 phones this year, all with the latest generation A11 CPU.
People who want the fastest phone now have three models to choose from, and one of these models is selling 15 million per month. The one that’s leading Apple to have its best quarter ever, selling more phones than ever before.
The one you said “no one wants to pay for”.
This is simply not true. The original/first iPhones were incredibly expensive for the time and there was nothing comparable out there so people didn't even have a comparison for that price (like today with all the other smartphones). Cell phones had gotten to a point of being fairly cheap, down from a time when they were expensive, too expensive for most to afford (yes, I do remember those times).
The first iPhones were bound to a handful of carriers. In many countries only to one. You could only get it through that carrier - or not at all (unless you went to ebay and jailbraked it)
And, availability was immensely constrained.
The first-generation iPhone was expensive, yes -- $600 for a device with a whopping 8 GB. At that time the ONLY carrier working with Apple was AT&T and the first year there were no deals, no subsidies, no monthly payment plans at all. I think it was the second year when AT&T began a subsidy program and the purchaser could sign a two-year contract and not have to make payment in full for the new iPhone 3G. We first-adopters didn't see many iPhones out in the wild for the first two or three years, actually. When other carriers began coming on board (Verizon, etc.) that opened up more opportunities for people to purchase an iPhone and they didn't have to worry about leaving their current carrier.
Jailbreaking became popular among those who wanted to customize their iPhones with features other than what Apple had officially provided, and then once the App Store was up and running, that really increased the functionality and usefulness of the iPhone beyond what anyone could have imagined.
Jailbreaking became popular among those who wanted to customize their iPhones with features other than what Apple had officially provided, and then once the App Store was up and running, that really increased the functionality and usefulness of the iPhone beyond what anyone could have imagined.
You don't have anything to support this claim.
The comment above is incoherent.
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Sorry, didn't mean you personally.
There a number of things that the X probably won't do but what it does do is making
it very popular
It makes complete sense. It's supported by the fact a greater share of people were seeking iPhone and buying iPhone in comparison to other brands of devices. iPhone was the device people drool over. Today, not so much.
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I'm talking about an accessible brand new iPhone. Not five year old iPhone 5 rehash (iPhone SE). Brand new and accessible.
Sorry, didn't mean you personally.
There a number of things that the X probably won't do but what it does do is making
it very popular
I’m sorry too. world has enough drama let’s just enjoy this forum and our phones.
by "people" you actually mean "you"? Your claim is purely anecdotal and as such bears no information or meaning.
Read your second sentence from the post that was quoted. It’s a jumble.
Supported by what? Your imagination?
You got nothing to support that claim.
What do you have to support the iPhone X is not “accessible?
Did you buy the iPhone X? If no maybe its not accessible to you for various personal reasons. But you are not everyone.
If you did by the iPhone X than it is apparently accessible, so what’s the problem?