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Perhaps damage control given Friday's cluster bleeps for some.

Eventually, this was going to happen. It's good that it's sooner rather than later.

And I do hope that everyone's X works just fine.
 
But that's completely false. No one received a ship date into 2018. From what I've seen all orders are due to be delivery in December at the latest. Supply is no worse than it was for previous launches. It was harder to get the Jet Black iPhone's last year than it is to get the X this year. No matter what way you look at it he was way off the mark.
You still seem to be missing the point. Not only are you conflating two different messages, you're ignoring the fact that he's talking about 2 totally different phones. The X and next year's iPhone models. As I said in the previous post, he may be full of BS, but it's not due to anything you're saying.
 
I don't know why people 100% believe him anyway. The iPhone X delivery windows are nowhere near as bad as he said they would be.
Sure they are. He specifically said it would continue to be back-ordered into 2018. He will be wrong when someone can place an order on Apple’s website and have in-store pickup the next day, in 2017 (aside from launch day).
 
That's no different than any other iPhone launch though. That's exactly my point.
and what?
every iPhone launch sees these same analyst rumors (not necessarily iPhone 8).. every iPhone launch sells out quickly then stabilizes eventually.

like-- you're right.. iPhone X launch isn't different than other launches.

but.. Kuo never said anything like "this launch is going to be different than previous launches.. if you thought supplies were tight in the past, this is going to be way worse"
that's you misconstruing his words into him saying that even though he never said it..

all he said was the same thing that's said every year in some form or another.
 
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But that's completely false. No one received a ship date into 2018. From what I've seen all orders are due to be delivery in December at the latest. Supply is no worse than it was for previous launches. It was harder to get the Jet Black iPhone's last year than it is to get the X this year. No matter what way you look at it, he was way off the mark.
Ughh. He said they would be back-ordered into 2018. They are currently back-ordered, so he’s correct, and if they continue to be back-ordered into January he will remain correct.

You guys need to stop calling Kuo inaccurate when it’s clear that you’re not even paying attention to the details of what he says.
 
and what?
every iPhone launch sees these same analyst rumors (not necessarily iPhone 8).. every iPhone launch sells out quickly then stabilizes eventually.

like-- you're right.. iPhone X launch isn't different than other launches.

but.. Kuo never said anything like "this launch is going to be different than previous launches.. if you thought supplies were tight in the past, this is going to be way worse"
that's you misconstruing his words into him saying that even though he never said it..

all he said was the same thing that's said every year in some form or another.

He said in multiple reports that supply would be extremely tight and would quickly be pushed into 2018 because initial stock was only going to be 2-3 million. Do you honestly believe that? Past iPhone's have sold 12+ million on preorder weekend alone and those launched in way less countries than the X did at launch. If he was right then the majority of people would have ship dates well into 2018, but nobody does. Instead, the majority have ship dates for November and the rest are in December.
 
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He said in multiple reports that supply would be extremely tight and would quickly be pushed into 2018 because initial stock was only going to be 2-3 million. Do you honestly believe that? Past iPhone's have sold 12+ million on preorder weekend alone and those launched in way less countries than the X did at launch. If he was right then the majority of people would have ship dates well into 2018, but nobody does. Instead, the majority have ship dates for November and the rest are in December.
look.
i can only tell you so many times that you're misinterpreting predictions and numbers and dates.

you're just not stopping to consider what anybody is saying to you and instead-- just keep repeating the same thing over and over and over again as if nobody has ever responded to you or tried to correct you.

so be it.
carry on.
 
Ughh. He said they would be back-ordered into 2018. They are currently back-ordered, so he’s correct, and if they continue to be back-ordered into January he will remain correct.

You guys need to stop calling Kuo inaccurate when it’s clear that you’re not even paying attention to the details of what he says.

Just last week he was saying supply was going to be extremely tight with only 2-3 million available at launch. That was flat out wrong. On the 17th there was a report that suppliers had said production would be able to meet 2017 demand. Two days later Kuo says the opposite and that many people won't receive their phones till 2018. Again, that was wrong. The majority of people who preorder are getting their phone in November, with later orders going out in December.

How do you guys seem to think he was right at all? There were literally dozens of reports that he put out since the summer stating that iPhone X supply would be the worst it's ever been when in reality it was no worse than past iPhone launches. He overstated the supply issues significantly.
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look.
i can only tell you so many times that you're misinterpreting predictions and numbers and dates.

you're just not stopping to consider what anybody is saying to you and instead-- just keep repeating the same thing over and over and over again as if nobody has ever responded to you or tried to correct you.

so be it.
carry on.

So you're not denying that he said that, but then you still believe him? Come on man, he was wrong. There weren't only 2-3 million available at launch and supply was not constrained well into 2018. Not even related to supply issues, but he was wrong about other iPhone X rumors as well. Remember earlier this summer when he claimed that Apple was still deciding on whether to use a fingerprint sensor vs. facial recognition in the X? That was completely false and yet people still believed it.

Just like any other analyst he gets things wrong. This isn't the first time either, so I don't know why people are choosing to defend him. He's gotten many, many things wrong before and this is just another one them.
 
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So you're not denying that he said that, but then you still believe him? Come on man, he was wrong. There weren't only 2-3 million available at launch

as far as i can gather, the bulk of the initial supply was gone after 10minutes.. maybe some stragglers here and there via cell providers or specific models (Sprint for example, lasted longer)

they blew through 2-3 million very quickly prior to shifting to back orders.

and supply was not constrained well into 2018.
yes, it likely is..

if on say, Jan15, i can walk into an Apple store and buy an iPhone X and walk out with it that day then he will be wrong..
but if i can't do that then he will be right..
 
Just like any other analyst he gets things wrong. This isn't the first time, so I don't know why people are choosing to defend him. He's gotten many, many things wrong before and this is one them.

All analysts have been wrong before. But Ming Kuo has the most accurate track record of any of them and has had the highest credibility when it comes to forecasting Apples future predictions and product line. I would definitely say he's most reliable source easily.
 
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The x is the perfect iPhone for me. Big screen but not a big body like the plus.

Everyone is saying wait for the plus X models but I think this year's model will be fine

Usually, there's very few iPhone that have issues. A very small percentage. Most people that get their X will be extremely happy
 
as far as i can gather, the bulk of the initial supply was gone after 10minutes.. maybe some stragglers here and there via cell providers or specific models (Sprint for example, lasted longer)

they blew through 2-3 million very quickly prior to shifting to back orders.


yes, it is..

if on say, Jan15, i can walk into an Apple store and buy an iPhone X and walk out with it that day then he will be wrong..
but if i can't do that then he will be right..

You really think Apple launched the X in 55 countries with only 2-3 million and stock? If that were the case almost everyone would have ship dates well into 2018. The iPhone 7 launched in 28 countries and had way more initial stock than the X and it still had supply issues. So you're telling me that with 2-3 million X's for 55 countries on launch day Apple managed to get the majority of deliveries in November with the rest delivering in December? How do you not see that that isn't realistic. Kuo was wrong. Also, I just checked and you can STILL get the X from Best Buy by December 15th, so still not 2018. Crazy supply issues though...
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All analysts have been wrong before. But Ming Kuo has the most accurate track record of any of them and has had the highest credibility when it comes to forecasting Apples future predictions and product line. I would definitely say he's most reliable source easily.

Oh yeah I'm not disputing that he's easily the most reliable anaylst, I'm simply pointing out that he got his one way off the mark.
 
You really think Apple launched the X in 55 countries with only 2-3 million and stock? If that were the case almost everyone would have ship dates well into 2018. The iPhone 7 launched in 28 countries and had way more initial stock than the X and it still had supply issues. So you're telling me that with 2-3 million X's for 55 countries on launch day Apple managed to get the majority of deliveries in November with the rest delivering in December? How do you not see that that isn't realistic. Kuo was wrong. Also, I just checked and you can STILL get the X from Best Buy by December 15th, so still not 2018. Crazy supply issues though...
if i read you saying '2018' one more time, i think my head is going to explode :)
logging out.
 
This guy is making up stuff half the time lol

I had s tougher time getting the 7 last year

It was easier this year for the x

Exactly... and yet people are still defending him saying he was right. My brother had to wait until nearly the end of January before he could get a jet black 7 Plus.
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if i read you saying '2018' one more time, i think my head is going to explode :)
logging out.

Lol, do you not deny what I'm saying though? It's impossible for Apple to launch in 55 countries with 2-3 million available at launch. All I'm simply saying is that he got this supply issue wrong, I don't know why you just can't admit that.
 
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There weren't only 2-3 million available at launch and supply was not constrained well into 2018.
How many were available ? Give a number and source.

Right now, all models show ship dates 5-6 weeks away. Yes, that may change to 4-5 weeks, 3-4 weeks, etc over time. But come December 1 (just a random date) and ship dates are still 3, 4, 5 weeks out, supply is constrained. Apple will increase production as quickly as possible but there's still not enough stock to put on store shelves.
 
Is anyone else finding those 2H18F and 3Q18F denominations more and more absurd? The look more like serial numbers than parts of a year... What's with the F?
F stands for Fiscal. In this case 18F stands for fiscal year 2018.
 
ming chi kuo. clearly an apple insider/shill. gets this story out after preorders are done. c'mon my guy...
 
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