First, it was the "Romeo" component shortage. Now, it's the FPCB boards. Anyone want to make a friendly wager that the analysts will come up with some other supply issue next week and revise availability to single digits? 
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KGI: iPhone X Production Woes Ending, but Only 2–3 Million Units Available for Launch
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Ming is doing an extremely poor job of analyzing his data. One week it is "extreme shortage, only 10K devices per week", then it is "supply constraints are easing" and now it is "extreme shortage again".
It seems like he is either just spouting out whatever rumor he heard this week or he is deliberately trying to keep the iPhone X in the news. He's an analyst and should be advising his clients on the most accurate, reliable information that affects the stock value. Too bad he is acting like a day-trader depending on whatever wild rumor he can find.
Changing his story a dozen times in the space of a few weeks really hurts his credibility.
It seems like he is either just spouting out whatever rumor he heard this week or he is deliberately trying to keep the iPhone X in the news. He's an analyst and should be advising his clients on the most accurate, reliable information that affects the stock value. Too bad he is acting like a day-trader depending on whatever wild rumor he can find.
Changing his story a dozen times in the space of a few weeks really hurts his credibility.
Well maybe it's the glass back? :O or the missing audio jack? All that empty space must be problematic. Oooor maybe it's the missing touch ID again? I mean that was to blame a few months ago? Why not use it again?First, it was the "Romeo" component shortage. Now, it's the FPCB boards. Anyone want to make a friendly wager that the analysts will come up with some other supply issue next week and revise availability to single digits?
Analysts will find something.
That is sort of what I am thinking. I want the image stabilization on both rear cameras and the front facing camera tech (the faster chip and OLED is not bad either). I would guess that we will have a year, and even if not I wonder if the Xs/11 or whatever they call it will have that much more in camera tech I might be happy with my X longer next fall. or I can just wait till the rush is over and get the next generation after a year or so on my X no rush I am thinking for me.
When can we turn off this broken Kuo record that repeats itself every year?
Of course there are challenges creating any new product, especially something as intricate as a smart phone. Facing "shortages" is a matter of course for any factory creating something new.
Processes have to be updated, equipment has to be refitted, employees have to be retrained. To think that Apple's manufacturing partners could ever reach "sufficient supply" *immediately* for a newly designed product containing cutting-edge components is beyond daft.
Of course there are challenges creating any new product, especially something as intricate as a smart phone. Facing "shortages" is a matter of course for any factory creating something new.
Processes have to be updated, equipment has to be refitted, employees have to be retrained. To think that Apple's manufacturing partners could ever reach "sufficient supply" *immediately* for a newly designed product containing cutting-edge components is beyond daft.
With the all the drastically different predictions he's made, no wonder his accuracy rate is so high. Eventually, one of them is bound to stick!
I agree, would love to have an X on November 3 but a couple weeks later is not end of world, indeed an upper end first world problem LOL
First, it was the "Romeo" component shortage. Now, it's the FPCB boards. Anyone want to make a friendly wager that the analysts will come up with some other supply issue next week and revise availability to single digits?
it gets clicks . It's going to be amazing when we all report on macrumors on the 3rd of November that we all got the one available phone .
Well maybe it's the glass back? :O or the missing audio jack? All that empty space must be problematic. Oooor maybe it's the missing touch ID again? I mean that was to blame a few months ago? Why not use it again?
I heard from an extremely trustworthy analyst, whose 3rd aunt knows a janitor at Foxconn, that the real cause of production delays is the black paint used for the notch and that the supplier is only able to get a 0.005% yield. As such, only two phones will be available at launch, with backorders expected to get pushed back as far as 2025.
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And I do like my 7Plus 256 also so if I cannot get one I will be ok but like you I would like those features and if I do get an X they will have to come up with something that makes me trade again next fall (they usually do for me often it is the camera parts, the rest of the phones are seemingly to me reaching a plateau of features of interest -- yes they are alway faster)
2-3 billion in sales in the first minute on pre-order day. Should be just awwwwwfullll.
Oh. That sounds about right. Because a taxi driver from Shanghai had to drive the CEO of a Peruvian glue vendor and he was told the excat same thing. It must be true then.
There isn't much of an advantage getting it early unless you plan to scalp it or don't want to celebrate iPhone's 10th anniversary during its 11th birthday (2018). Should be called iPhone 10 Months.
If you want to have some fun on launch day, then just go for it but be aware the chances are slim since the Nintendo Switch had same amount of units early on and was hard to find for months. Apple is much better with inventory though. Doubt Apple would celebrate its 11th through 19th anniversary iPhones.
Later manufactured dates tends to better. Early adopters pay the highest to be guinea pigs for whatever -gate issues. Maybe the initial sales doesn't matter as consumers are becoming wiser with money. If it's going to be available for THREE YEARS, it's more marathon than sprint.
Waiting a few months for price drops and bugs to get ironed out, being more content with what they already have, better competition, lesser appetite/luster for newer smartphones compared to 5-7 years ago all play factors. And maybe people just aren't ready with Face ID gen 1, hate the notch thanks to it, dislike glass rears, and aren't ready for gesture swipes (webOS-like).
$1,000+ or $50 in a span of 24 months is still difficult for anyone's bill. I had difficulty paying $50+ for two phones on two different networks not including the service bill. I used to pay about $180-$195 monthly just because I wanted both Verizon and T-Mobile until it started to tick me off I had very little savings afterwards and couldn't put any money aside for my 1099 taxes. It just piles up. Once I got rid of my $100+ bill from Verizon, I was so relieved. Two networks for one person is like having DirectTV and Dish. Doesn't make any sense.
Then early adopters end up seeing others pay $30 monthly for this iPhone X or get a $300 trade-in discount a few months later with the later manufactured date thanks to some carrier promo deal they missed out on. Very little advantage for early adopters unless they are scalpers, wanting to look cool before others when we know Apple reuses the same design and refines for years, want to be part of the launch day scene, or just want to be beta testing guinea pigs.
If you want to have some fun on launch day, then just go for it but be aware the chances are slim since the Nintendo Switch had same amount of units early on and was hard to find for months. Apple is much better with inventory though. Doubt Apple would celebrate its 11th through 19th anniversary iPhones.
Later manufactured dates tends to better. Early adopters pay the highest to be guinea pigs for whatever -gate issues. Maybe the initial sales doesn't matter as consumers are becoming wiser with money. If it's going to be available for THREE YEARS, it's more marathon than sprint.
Waiting a few months for price drops and bugs to get ironed out, being more content with what they already have, better competition, lesser appetite/luster for newer smartphones compared to 5-7 years ago all play factors. And maybe people just aren't ready with Face ID gen 1, hate the notch thanks to it, dislike glass rears, and aren't ready for gesture swipes (webOS-like).
$1,000+ or $50 in a span of 24 months is still difficult for anyone's bill. I had difficulty paying $50+ for two phones on two different networks not including the service bill. I used to pay about $180-$195 monthly just because I wanted both Verizon and T-Mobile until it started to tick me off I had very little savings afterwards and couldn't put any money aside for my 1099 taxes. It just piles up. Once I got rid of my $100+ bill from Verizon, I was so relieved. Two networks for one person is like having DirectTV and Dish. Doesn't make any sense.
Then early adopters end up seeing others pay $30 monthly for this iPhone X or get a $300 trade-in discount a few months later with the later manufactured date thanks to some carrier promo deal they missed out on. Very little advantage for early adopters unless they are scalpers, wanting to look cool before others when we know Apple reuses the same design and refines for years, want to be part of the launch day scene, or just want to be beta testing guinea pigs.
Can you explain what using an emulator for the X has you excited to buy one?Can't wait to get one. Working with an emulator of it for several weeks now has me totally sold.
Wife is sick of the cruddy Android I loaned her (I have to have one to test apps on) when she broken her own iPhone.
She's getting my old iPhone when I get my X.
Was there enough flame bait in there?
First, it was the "Romeo" component shortage. Now, it's the FPCB boards. Anyone want to make a friendly wager that the analysts will come up with some other supply issue next week and revise availability to single digits?
I personally just enjoy getting to play with new technology...and to be honest iPhone Pre-order night has almost become like a tradition for me each year...I don't think it makes me anything, why does everyone need to have a label? What's it to you if you I want to upgrade my phone every year?
Kuo is usually pretty accurate, but I agree I think he is flying by the seat of his pants on this one... Or he has no info and is making things up because he is under pressure to produce information... Or he is being played and used by his sources.
There could have been many people handling/setting up the demo units for Craig prior to his demo. During the handling, it's possible that it was trying to scan faces that weren't Craig, which would force a passcode.
In other words, you're not going to experience this very often unless you frequently have people playing with your phone without you knowing about it.
Have the same problems with my 7 just recently over the past month or 2. Safari, SiriusXM app, etc. Home button is the only fix. I’m a little concerned with how the X will address these problems but confident it will be ok. Can’t wait to preorder.
Kuo is accurate / Kuo is reliable / Kuo usually gets it right
I hear this all the time, but few really keep track. There are some interesting articles examining his accuracy rate and it’s not great. It’s even worse when you consider that many of his estimates from several months out seem to be repeats of rumors heard 12-24 hours prior from other sources.
He does usually get better and more consistent when it comes to manufacturing and supply chain rumors (that’s when his connections really kick in, whereas before that he’s basically just repeating stuff from the rumor mill). But this time his consistency is pretty abysmal, that we can all agree on.
Yes, but he got it horribly wrong with the Apple Watch Series 3 and the LTE capabilities.
