The iPhone 8 has been expected to arrive sometime before the end of 2017 since the first rumors started cropping up in 2016.
But, the closer we get to September and the expected announcement period, those expectations are starting to get on shaky ground. We’ve already heard that the iPhone 8 could be delayed until October on two separate occasions, with one report back in February suggesting Apple had actually ramped up production a little bit ahead of schedule.
Now, KGI Securities analyst Ming-Chi Kuo has released a new analyst note that says Apple may be facing difficulties in production for the iPhone 8, which could lead to “severe supply shortages” of the upcoming flagship handset. Kuo titled the note in a near-doomsday “Rising probability of worst-case scenario for iPhone shipments,” and outlines that he believes production of the iPhone 8 may be shoved back to “October or November.”
If that does happen, Kuo believes there will be a “severe supply shortage” that could last “a while” after the iPhone 8 is officially introduced in September. Kuo, despite having less-than-stelllar outlooks on the launch of the iPhone 8, still does expect Apple to announce and showcase the device in September.
Perhaps the most interesting bit of the note is the suggestion that there might be some kind of hesitation on the part of the iPhone consumer to adopt the iPhone 8, because of the new features that Apple is rumored to include in the upcoming handset. Specifically, Kuo thinks demand for the iPhone 8 might not be the biggest reason why people can’t get the new phone, because people might not see the benefits of the augmented reality features, market competition, and the potential that Touch ID might be removed:
“While we are positive on potential replacement demand triggered by OLED iPhone, it’s too early to determine if demand will shift fully in that direction. We recommend investors keep tabs on the following issues: (1) whether the 3D sensor of OLED iPhone provides an innovative user experience; (2) whether OLED iPhone cancels Touch ID (fingerprint recognition); and (3) whether Apple’s competitors launch more innovative products which could compete with OLED iPhone in 4Q17-2Q18.”
It should be worth noting that this isn’t the first time we’ve heard Kuo speculate that iPhone 8 production could be pushed back to November at the latest, and the analyst’s track record is pretty stellar at this point, so it may be worth starting to plan ahead.
Of course, these types of report, where Apple is hit with some kind of production delay, are far from uncommon, so keep that salt shaker at the ready just in case.
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