iPhone X Shipping Estimates Improve to 2 to 3 Weeks in United States and Canada

[Duane Martin]

Ah, so improved supply (but still a wait) is indicative of failure on Apple's part as so many have implied? My money, literally, is on Apple and its estimates for the next quarterly report. There is no evidence that Apple is having difficulty selling these things.

Ironically, I ordered mine within the first hour of availability and will get it around the same date as if I had ordered it today. I would sincerely appreciate if my order would get moved up, too. (And as I write this an email just arrived that it has shipped and expected delivery is November 27)

For those thinking they should re-order, hold off on that. When you go through the effort of placing a new order you will get an actual anticipated arrival date and it will likely be later than what your current order is. I just checked mine and it would deliver December 11-18.

 

[JGIGS]

Low demand increases supply and decreases order fulfillment times.

Add in expensive as.... insert adjective, especially in non U.S. countries. In Canada it usually never makes sense to upgrade through your carrier because they force you into a way more expensive plan for the same data features you already have so in the long run you still save more money keeping your grandfathered plan and paying out right. Apple Care is a ripoff now, though with this pricey fragile phone I actually took it this time. All in for a 64gb model $1700 and change!!!

I wonder why demand is low? In fairness loving the phone so far except maybe some of the gestures. Hold to close app #1 petpeeve. That and iOs could really use a redesign and this would have been the perfect time with learning all the new gestures. Top left auto arranging icons is sooooo 2007.

 

[MH01]

I agree. I knew for a fact we would see replies like this as soon as shipping times improved.

Apple is slammed if they have delayed shipments, and slammed again if they improve times. What more do you want??

The hypocrisy..... Apple deliver late or early the defenders have the same excuses.

What you are missing here . It's not even been two weeks, that's a big drop in delivery times . Don't you think so?

 

[78Bandit]

$87B my friend. Apple is ramping production and selling them as fast as they can produce them. Literally 0 factual evidence to prove this is anything but improving supply. Demand and buzz are still insane. No retails stores in Asia or America had stock as of Sunday night with only a few stores in Europe having any X.

Be ready to eat crow when they numbers come out in 70 days. Every person to bet against Apple has been wrong and these guys have consistently shown they can ramp production.

RIP shorts.

It's not first quarter numbers that will tell the tale, it is second quarter. There was little doubt Apple was going to be able to sell pretty much every phone they made during Q1. What remains to be seen is whether demand continues on into Q2 and Q3 as was predicted and Apple sells 80+ million of them during the fiscal year.

Apple is expected to beat the Q1 2015 revenue by 13%-15%. If demand for the iPhone X continues at the same rate as the iPhone 6 I would expect the Q2 revenue guidance to be just as much higher than Q2 2015. That would give estimated Q2 2018 revenues of $65-$67 billion. That is the number I'll be interested in in 70 days.

 

[WannaGoMac]

My take is its selling well, and mostly taking away sales from the 8 series. Overall iphone sales will be up, but i dont think this is going to be like the 6 release in terms of bump

 

[MH01]

Right, but what else would you expect somebody to project based off what the rumors were indicating as well. They (Other members) didn't have any valid source to actually go off just as much as these analysts that were mudslinging as well. No one here had definitive answers to what the iPhone X would Be like come launch time.

Well, I actually called the same annual rumours that predict massive production delays and BS and click bait . They happen every year now before launch .

I though did expect the unit to be this easy to get , though I did wonder if it was over priced outside US

 

[Detonation]

Actually I got mine at Best Buy and paid in full. The sim free one is what o received. As long as you pay in full (anywhere) you get sim free I believe. We use ATT and tMobile for our phones.

Unfortunately Best Buy adds another $100 to the full price. But at least they don't require carrier details (or add the BS $30 Verizon "upgrade" fee even at full price). I think that's the major hangup for everyone - I just want to buy one without getting my carrier involved.

I suppose you could try getting Best Buy to price match Apple.com to get the $100 back if you don't want to wait for the sim-free release.

 

[inSpumoni]

Mexican store also now displaying a 2-3 week estimate.

 

[willnpc]

Should i cancel my Dec 5-12 order and just try re-ordering?

Cancel...yes...reorder...no

No but really don't do that it will take longer

 

[Duane Martin]

The hypocrisy..... Apple deliver late or early the defenders have the same excuses.

What you are missing here . It's not even been two weeks, that's a big drop in delivery times . Don't you think so?

Curious but what actual evidence do you have that there is anything negative to be read into this improved shipping estimate? Apple put out an earnings estimate that this would be a killer quarter and their estimates have always been conservative. What is it you know that we don't know?

Just a rhetorical question, really. We all know you don't have any additional information, you are just choosing to be negative. My money, literally, is on Apple.

 

[JPack]

2-3 weeks..... I can get an X end of November - early December ? But so many on here said it would be impossible into Q1 2018.....

It's a rolling "2-3 week" shipping window. Supply won't be catching up to demand until the shipping window is "next business day."

If you look at global supply the way analysts are viewing it, iPhone X is still extremely constrained.

 

[KENESS]

Im in the Dec 5-12 batch....no improvements in my order page

I'm Dec 1 to 8, and I haven't seen any change yet either. Though perhaps my batch is the next one to get an "improvement"... And then yours would be next, I assume. I go out of town on the 9th, but I'm not too worried. Apple almost never is late. Usually early. They're pretty reliable.

 

[WannaGoMac]

Curious but what actual evidence do you have that there is anything negative to be read into this improved shipping estimate? Apple put out an earnings estimate that this would be a killer quarter and their estimates have always been conservative. What is it you know that we don't know?

Just a rhetorical question, really. We all know you don't have any additional information, you are just choosing to be negative. My money, literally, is on Apple.

I hope it doesnt do super well. If sales flatten it means deals will appear from various sites (as they already have for the iphone 8 and the 7 last year). Apple has gotten a bit greedy with its pricing. I am happy to pay the apple tax, i just think the tax has gone up excessively. For example, the Samsung S8+ phones are gorgeous and during recent deals were 2 for 1!

 

[LJC94512]

I am so sick of 'unavailable' in Hong Kong store. Literally all countries can at least order an iPhone X online (I can deal with the wait). But in Hong Kong you can't even buy from Apple's own store online. You have to use iReserve to reserve an iPhone X and buy in the retail store, and the iReserve page is riddled with scalpers that uses computer programs to do all of this automatically. Then they resell the iPhone X at a much higher prices, when actual users are left behind. This crap happens every time when a new iPhone launches, and is exclusively for Hong Kong. I remember it was only in January 2015 when I have a chance to buy an iPhone 6 Plus for my mother, 4 months after its release. Sorry I have to whine a bit in here so at least people can hear me out.

 

[MH01]

Curious but what actual evidence do you have that there is anything negative to be read into this improved shipping estimate? Apple put out an earnings estimate that this would be a killer quarter and their estimates have always been conservative. What is it you know that we don't know?

Just a rhetorical question, really. We all know you don't have any additional information, you are just choosing to be negative. My money, literally, is on Apple.

Look, I'm just calling out that if the news is negative or positive, pro or non pro posters spin it in thier favour - hence dash of hypocrisy

Myself , I expected iPhone 4 levels of demand / supply given the rumours, I've bought most new apple products , 2-3 weeks is good supply from my experience .

 

[Baymowe335]

It's not first quarter numbers that will tell the tale, it is second quarter. There was little doubt Apple was going to be able to sell pretty much every phone they made during Q1. What remains to be seen is whether demand continues on into Q2 and Q3 as was predicted and Apple sells 80+ million of them during the fiscal year.

Apple is expected to beat the Q1 2015 revenue by 13%-15%. If demand for the iPhone X continues at the same rate as the iPhone 6 I would expect the Q2 revenue guidance to be just as much higher than Q2 2015. That would give estimated Q2 2018 revenues of $65-$67 billion. That is the number I'll be interested in in 70 days.

Let me spoil it for you...

This iPhone X is going to sell better than any iPhone ever and for longer. It's different. It's good. It's more expensive (higher ASPs) And it's Apple.

My point wasn't to call you out...it was just to set the record straight of what Apple has already told us. If they are AT ALL supply constricted and they projected $87B, Q2 is going to guide very well when X, HomePod, Watch 3, services, and even iPhone 8 are firing on all cylinders.

 

[citysnaps]

Did him being a COO expert help previous launches ?

No doubt about it.

 

[MH01]

It's a rolling "2-3 week" shipping window. Supply won't be catching up to demand until the shipping window is "next business day."

If you look at global supply the way analysts are viewing it, iPhone X is still extremely constrained.

View attachment 735945

That is on not correct actually - that is only for apple online.

For the last 2 years I have found apple online to be the worst indicator of supply v demand , as I've always bought retail before my online order, be it from apple retail or 3rd party.

Last purchase being Apple TV 4-5 weeks apple online, 3rd party retail available next day delivery. My iPhone 6S and 7 first 2 weeks apple retail , while online order was about a month .....
[doublepost=1510779955][/doublepost]

No doubt about it.

Based on what ? Previous iPhones having longer shipping delays ? Hmmmm

 

[KENESS]

No doubt about it.

Exactly... People forget that these iPhone launches are, again and again, among the largest and most elaborate product launches by any company ever. And each year is bigger. That fact that it is such a relatively smooth process, and not a big cluster-foo, is a testament to Apple's logistical planning, with much of that credit going to Cook.

Other products may have a quicker process, but in terms of the sheer quantity of product, they're not even in the same ballpark as an iPhone launch. Not much is.

 

[willnpc]

I hope it doesnt do super well. If sales flatten it means deals will appear from various sites (as they already have for the iphone 8 and the 7 last year). Apple has gotten a bit greedy with its pricing. I am happy to pay the apple tax, i just think the tax has gone up excessively. For example, the Samsung S8+ phones are gorgeous and during recent deals were 2 for 1!

This /\ And if it doesn't sell well they will work even harder next gen, have more features and maybe get rid of the notch... and the price would also be lower... win win

 

[jonnysods]

So much for them being backed up in production into the spring. Good news for all the purchasers out there. This one was too pricey for me I had to sit it out.

 

[Labeno]

As I've been finding out, don't confuse shipping date with delivery date. Mine was shipped two weeks ago, and it's only made it from China to Korea, and I live in the USA. UPS still showing two more weeks to go. So 4 weeks for shipping!!! Pathetic.

 

[WannaGoMac]

As I've been finding out, don't confuse shipping date with delivery date. Mine was shipped two weeks ago, and it's only made it from China to Korea, and I live in the USA. UPS still showing two more weeks to go. So 4 weeks for shipping!!! Pathetic.

Sorry, I have to say this overused phrase, wow first world problems.

 

[citysnaps]

Based on what ? Previous iPhones having longer shipping delays ? Hmmmm

No, based upon the delays would be even longer without Cook's expertise.
[doublepost=1510780939][/doublepost]

Exactly... People forget that these iPhone launches are, again and again, among the largest and most elaborate product launches by any company ever. And each year is bigger. That fact that it is such a relatively smooth process, and not a big cluster-foo, is a testament to Apple's logistical planning, with much of that credit going to Cook.

Other products may have a quicker process, but in terms of the sheer quantity of product, they're not even in the same ballpark as an iPhone launch. Not much is.

For sure. Many don't appreciate what it takes to manufacture, test, and deliver 200million phones in a year. And the HUGE ramp-up required for launch, along with the expected vendor issues that pop up and come with that. I wouldn't be shocked if Apple manufactures 800K phones per day during peaks or at ramp-up time.

 

[JPack]

That is on not correct actually - that is only for apple online.

For the last 2 years I have found apple online to be the worst indicator of supply v demand , as I've always bought retail before my online order, be it from apple retail or 3rd party.

Last purchase being Apple TV 4-5 weeks apple online, 3rd party retail available next day delivery. My iPhone 6S and 7 first 2 weeks apple retail , while online order was about a month .....

Demand is demand. Apple is the one manufacturing the device and shipping it to retailers and third-parties. If they aren't accurate, who is?

Just because it's available from a 3rd party in Sticksville, USA doesn't mean it's available from a global perspective.