Ming-Chi Kuo Says iPhone X Unlikely to Reach Supply-Demand Balance Until Next Year

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Sep 15, 2017.

  1. MacRumors macrumors bot


    Apr 12, 2001

    While the iPhone X launches November 3, with pre-orders beginning October 27, reliable analyst Ming-Chi Kuo believes Apple's high-end smartphone won't achieve complete supply-demand equilibrium until next year.


    In his latest research note with KGI Securities, obtained by MacRumors, Kuo said customer demand for the iPhone X won't be fully met until at least the first half of 2018 due to supply constraints.
    In fewer words, getting an iPhone X in your hands may prove especially challenging this holiday shopping season.

    In addition to supply constraints, Kuo said the reason why iPhone X pre-orders won't begin for another six weeks is likely because Apple doesn't want to cannibalize sales of the iPhone 8 and iPhone 8 Plus.

    iPhone 8 and iPhone 8 Plus pre-orders began at 12:01 a.m. Pacific Time today. The devices launch Friday, September 22.

    Earlier this week, Kuo said Apple's iPhone X production was less than 10,000 units per day, but the yield may be increasing as Apple ramps up mass production. He anticipated the iPhone X will remain in "severe short supply for a while."

    Kuo also anticipated that a gold iPhone X would encounter some production problems and initially be available only in "extremely low volume," or launch at a later date, but Apple said the iPhone X comes only in Silver and Space Gray.

    In today's research note, he said the lack of a gold color echoes his production concerns, but he didn't elaborate if he still thinks the iPhone X will eventually be released in gold like the iPhone 8 and iPhone 8 Plus.

    Article Link: Ming-Chi Kuo Says iPhone X Unlikely to Reach Supply-Demand Balance Until Next Year
  2. Bane-Thunder macrumors 6502

    Mar 12, 2014
    Fairly obvious iPhone x launch was delayed not to completely kill the iPhone 8.

    that said, I cannot wait to get the silver iPhone X, upgrading with my network provider so certainly not buying it outright lool
  3. colbertnation macrumors regular

    Nov 20, 2009
    Years into the making, and Timmy still couldn't secure a successful launch. I wouldn't expect anything less from the guy who was brought in to Apple by SJ for his expertise in operations. :rolleyes:
  4. LukasValine macrumors regular


    Nov 5, 2013
    The iPhone X was delayed because they can't make enough of them fast enough.
  5. GrumpyMom macrumors G3


    Sep 11, 2014
    I guess it's a good thing I like my iPhone 7 Plus so much, then. Sigh. Oh Apple. Customers are getting a bit fed up of you announcing "magical" new products and then really making them magical as in, like unicorns, so we can't find them without sifting through rumors of sightings.
  6. iapplelove macrumors 601


    Nov 22, 2011
    East Coast USA
    I dunno, I don't buy this one. Something tells me those who want one will get it.
  7. Relentless Power, Sep 15, 2017
    Last edited: Sep 15, 2017

    Relentless Power macrumors Penryn

    Relentless Power

    Jul 12, 2016
    This is not a fair statement. You can't state that Cook could not secure a successful launch, because the iPhone X has not even launched yet. If that means it takes longer for the iPhone X to launch, I don't want a rushed product to begin with. Not to mention, this is not going to stop the iPhone X from selling any less. This iPhone will sell out in under three minutes or less, and be the most successful iPhone likely ever.
  8. MrGimper macrumors 603


    Sep 22, 2012
    Andover, UK
    A mixture of can't make enough of them, and rushing them out the door as a consequence, will bode well for QC.
  9. Urban Joe Suspended

    Mar 19, 2012
    well, they might want more time for Santa and the elves to make more toys for launch day
  10. mike1123 macrumors 6502


    Sep 19, 2007
    I never thought of it that way, probably because I don't see the target markets as overlapping too much. The way I see it, there are two groups of people in the market for a new iPhone:

    1. Those who want the latest and greatest, whether it be because they are early adopters of tech or they like to show it off.

    2. Those who have accepted the yearly iPhone upgrade process as the norm due to carrier instistence and have no reason not to upgrade.

    I would say the former group is more likely to go for the iPhone X, and the latter group would get the iPhone 8/8+. Not to mention, there is a significant cost differential, whether it be materially significant or psychologically significant.
  11. TMRJIJ macrumors 68040


    Dec 12, 2011
    South Carolina, United States
    It doesn’t seem like the iPhone 8 stood a chance against the X. Most people rent/lease their phones under their carriers so the $1000 price point definitely won’t deter anyone from getting the better option.
  12. 1Zach1 macrumors 65816


    Feb 8, 2008
    Northern Va
    I hope this doesn't come off as trollish, it's just a question, but does MacRumors have some sort of connection/relationship with Ming-Chi Kuo/KGI?
  13. meaning-matters, Sep 15, 2017
    Last edited: Sep 15, 2017

    meaning-matters macrumors 6502


    Dec 13, 2013
  14. pat500000 Suspended


    Jun 3, 2015
    The thing is why announce iphone x if the stock isn't ready?
  15. Ds6778 macrumors 6502a


    Sep 9, 2016
    Nothing says we’re full of crap like “Weve been working on this a long time.” Not long enough, apparently.
  16. macduke macrumors G4


    Jun 27, 2007
    Central U.S.
    I'm so set on getting an iPhone X at launch that I actually practiced placing preorders this morning so that I could be really fast at it next month. Yeah, I'm a loser, but I'm a loser with a system and have never missed a preorder launch day window for the iPhone. The only thing I haven't figured out yet is white or black? I'm thinking white will have lower preorders, which could increase my odds, and it's kind of a unique look with the black front, white back, and chrome band which harkens back to the original iPhone. This is the first time that I could go either way, because honestly I prefer the black front and everything else is secondary.
  17. Relentless Power macrumors Penryn

    Relentless Power

    Jul 12, 2016
    Ming Kuo likely makes his predictions based off insider supplier relations, and then he releases his statement based off his predictions. MacRumors just reports Ming Kuos predictions as any other tech site would. Nonetheless, he has a very accurate track record and I wouldn't say he is any less wrong here with this prediction either with the iPhone X supply.
  18. bigjnyc macrumors 603


    Apr 10, 2008
    Some things are just beyond your control man. There’s only so many OLED screens they can procure no matter how much money they have. Remember other manufacturers require OLED screens in mass quantities as well
  19. bunnicula macrumors 68040


    Jul 23, 2008
    I really wish there was an iPhone X in Gold, so all the people who lose it for a new color could fight over them while I quietly buy a silver one.

  20. Urban Joe Suspended

    Mar 19, 2012
    That would be a very interesting scenario that might make Apple's stock implode :eek:
  21. The Game 161 macrumors Core

    The Game 161

    Dec 15, 2010
    Still think it will be easier to get than last year..
  22. yaxomoxay macrumors 68040


    Mar 3, 2010
    Normal practice.
    When was the Xbox One Scorpio announced, and when will it be released?
  23. Geert76 macrumors 68000

    Feb 28, 2014
    the Netherlands
    October 27th is gonna be a massive ''slaughter'' for the tens of millions of people around the world trying to get that iPhone X in the same minute ;)

    If you order 5 minutes after the pre order starts, you'll get a confirmation email some what later with your shipping times '' April 22th-29th 2018" :eek::oops:
  24. TroyBoy30 macrumors 68020


    Jun 9, 2009
    Atlanta GA
  25. rGiskard macrumors 68000


    Aug 9, 2012
    Could I please have advice from some early adoption experts?

    What is the best way to score a new iPhone X: go to a brick and mortar Apple Store on the 3rd, or pre-order at 3am on the 27th? I'd like to have one before December.

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