As noticed by 9to5Mac, iPhone 5s shipments are now slated to arrive in 2-3 weeks in the US and countries such as China, Canada and Australia. Previously, Apple’s website quoted an October ship date for the new iPhone models, but some customers who just purchased an iPhone claim their devices are now slated for delivery in November. This lengthened ship time applies across the board to all colors, capacities and carriers.
This news echoes an earlier report which suggested that Apple is struggling to keep the iPhone 5s in stock at its retail stores. According to Piper Jaffray analyst Gene Munster, iPhone 5s inventory has declined over the past week from 27% of available SKUs to just 6%. Whether this decline is due to production issues or just temporary inventory reallocation is not known.
It is worth noting that Apple is planning to make the iPhone 5s and 5c available in over 50 countries by November 1st. It is very possible that Apple is holding back shipments to the US and other launch countries, so it can stockpile units for these new markets.