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Posts Tagged ‘Kif Leswing’

First-day preorders for the iPhone X sell out in minutes, Apple says demand is ‘off the charts’

iphone x YouTube/MKBHD

  • The iPhone X became available for preorder early Friday morning.
  • Only people who ordered in the first few minutes will get their preorder the first day it comes out, though.
  • Apple stores will also have stock next Friday, though Apple advises to get in line “early.”

Apple’s most advanced iPhone saw its shipping times slip to weeks in the minutes after it first went up for preorder on Friday morning.

The iPhone X starts at $999 and comes in two colors, with each color coming in two models with different amounts of storage.

Less than an hour after launch, models for all four US carriers on Apple’s online store were showing delivery times weeks after the device’s November 3 launch date.

In some cases, Apple’s website now says the iPhone X would be delivered in “2-3 weeks.” Other people got confirmation messages that said their iPhone X wouldn’t ship for four to five weeks.

Some people on social media reported issues with the official Apple Store app, which Apple retail officials had called the fastest way to preorder. Carriers such as AT&T also appeared to have limited inventory.

In a statement sent to media outlets, an Apple spokesperson said that demand was “off the charts.”

“We’re working hard to get this revolutionary new product into the hands of every customer who wants one, as quickly as possible,” the statement continued, mentioning that Apple stores will have stock on November 3.

iPhone X preorders Screenshot

The iPhone X will be in short supply for the rest of the year, according to reports from Apple’s factories in Asia. The reason for the shortage is that several of Apple’s components, like the 3D True Depth camera, are delicate and difficult to manufacture.

One analyst predicted that only 2 million to 3 million iPhone X units would be shipped by launch time.

The iPhone X is desired by Apple fans for several reasons:

  • It’s Apple’s highest-end iPhone.
  • It features a visually different design from older iPhones.
  • The screen covers a much larger percentage of the front than that of older iPhones.
  • The screen uses a new technology called OLED that sports blacker blacks and other benefits.
  • It has a longer battery life than the iPhone 7.
  • It has a 3D depth-sensing camera on the front of the phone called TrueDepth.
  • TrueDepth is used to unlock the phone, taking the place of the fingerprint sensor.

If you weren’t lucky enough to nab a preorder, your best bet is to line up at an Apple store or another authorized retailer on Friday. Just get there early.

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Get ready for the supercycle — there could be ‘unprecedented’ demand for the iPhone 8

tim cook Maddie ZieglerMarcio Jose Sanchez/AP

There may be “unprecedented replacement demand” for the iPhones Apple is planning to launch in the second half of 2017, KGI Securities analyst Ming-Chi Kuo wrote in a note to clients seen by Business Insider.

Kuo believes that Apple could ship between 90 million and 110 million iPhones in the second half of 2017.

Apple may even end up shipping more iPhones than the 113 million it sold in the second half of 2014, driven by the iPhone 6.

Kuo says Apple’s suppliers — which sell the company components like screens, lenses, and chips — are setting “ramp-up targets” at over 120 million devices, and they may be able to ramp up production to supply 150 million devices if demand is strong.

Apple is expected to launch three redesigned devices in fall 2017: two updates to the current iPhone 7 and iPhone 7 Plus with glass cases and wireless charging, and an all-new high-end model with a new kind of screen that promises lower power consumption and better picture quality.

All three models are expected to sell well.

According to Kuo:

  • “The OLED model may trigger replacement demand among high-end users given its completely all-new-design form factor and notably superior specs in comparison to the TFT-LCD models.”
  • “The new 4.7-inch iPhone, featuring glass casing and wireless charging, looks well positioned to tap replacement demand at the entry level.”

“In other words, ramp-up for [the second half of 2017] pull-in may exceed the previous peak for iPhone 6, and hit a historical high,” Kuo wrote.

The ‘powder keg’ supercycle

powder kegGetty

The possibility that the upcoming iPhone could tap into a large base of people who are waiting to upgrade has been floated by several analysts before as a rationale for being bullish on Apple.

If Apple can deliver a device that is meaningfully different from the iPhone 6, iPhone 6S, or iPhone 7, there could be an explosion of sales worldwide. Kuo is predicting three new meaningfully different iPhone models based on factory sources.

On Tuesday, UBS analyst Steven Milunovich reiterated that long Apple investors should be optimistic about the next iPhone cycle because Apple may not beat estimates for the next few quarters.

“The March and June quarters could have downside risk, but it might not matter if investors remain optimistic about 2018,” Milunovich wrote. “Many investors are already looking to F18, where high retention rates and an aging installed base could drive significant upgrades.”

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Back in 1996, Steve Jobs gave a presentation with a bunch of predictions about the future – it turns out he nailed it

steve jobsMario Tama / Getty

In 1996, Google was still a research project at Stanford, the state-of-the-art PC operating system was Windows 95, and Amazon was a small startup selling books.And Steve Jobs was not yet back at Apple when he gave a remarkably prescient interview to Wired’s website the same year. Although the iMac, iPod, and iPhone were still years away, and Jobs was working at NeXT, he clearly saw where the computing industry was headed.

And although his later work at Apple clearly influenced the way things turned out, he still offers a slew of predictions that are shockingly accurate today.

Here’s what Jobs got right: http://www.businessinsider.com/nine-predictions-about-the-internet-steve-jobs-nailed-20-years-ago-2016-3?op=0#

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The iPhone ‘Special Edition’ will be missing a key feature from the iPhone 6S

Highly reliable supply chain analyst Ming Chi Kuo has detailed what to expect from the iPhone ‘Special Edition’ (SE), the latest rumored device in Apple’s phone lineup.

Apple is expected to launch the iPhone SE, as well as a new iPad and Apple Watch accessories, at an event held on March 21, Buzzfeed reports.

Here’s what Kuo is expecting, via MacRumors:

  • The iPhone SE will feature iPhone 6S internals in an iPhone 5 body complete with a 4-inch screen, including an A9 chip and NFC, which enables Apple Pay
  • One key feature is missing: 3D touch, one of Apple’s key features for the Phone 6S that enables what is essentially a “right click” interaction, is expected to remain exclusive to Apple’s more premium iPhones
  • Changes from the 5S include a slightly larger battery and “slightly curved 2.5D glass like the iPhone 6 and newer”
  • Two storage capacities, 16GB and 64GB
  • Pricing between $400 and $500, lower than the iPhone 6 currently sells for
  • Apple will keep the iPhone 5S as its least expensive new iPhone, which could be discounted to as little as $225

Meanwhile, Nowhereelse.fr has photos of what it says are components for the iPhone SE, which depict a screen assembly, seemingly confirming that the iPhone SE will lack the hardware needed for 3D Touch:

iPhone SE vs iPhone 6S 768x543Nowhereelse.fr

These component spy shots come days after a schematic supposedly depicting the iPhone SE was leaked from a case manufacturer by OnLeaks:

iphone 5 se leakOnleaks

People who are waiting for the iPhone 7, however, will need to hang on until September, when Apple traditionally reveals its new iPhones. Kuo notes that he’s expecting Apple to offer two different versions of the iPhone 7 Plus, one with a single camera, and one with dual-camera technology.

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