What’s going on, Apple? iPhone X launched to heavy demand. Expected backorders pushed nearly two months. Apple had a big hit in iPhone X and the prognosticators of all things Apple said demand wouldn’t be met until later in 2018.
Or, mid-December, whichever came first. Yes, here we are in mid-December, many months before later in 2018, and iPhone X demand has been met with supply. Order from the Apple Store today and get an iPhone X tomorrow. Drop by your friendly neighborhood Apple Store in the Mall and get an iPhone X today.
What happened? Did supply finally catch up to demand? Yes.
Or, did demand drop down to match supply? If the former, then Apple pulled off a surprise with manufacturing capacity which echoed confidence that iPhone X would be a hit (remember those astounding predictions for financial success in the quarter that Apple executives made last quarter?).
If the latter, then, Cupertino, we have a problem.
Either way, you benefit if you’re looking for a new iPhone. I checked. iPhone X is every model and color seems available now. What about iPhone 8 models? Yep. You can get one of those, too. Order now, delivers tomorrow. Or, head out to the Mall and pick it up today.
Supply has met demand. Or, demand has dropped to meet the supply available. We won’t know for sure until Apple coughs up a hairball of details during the next round of financials, but either way, Apple seems to have figured out how to get manufacturing to catch up with early demand.
OK, all that said, there is a single caveat which clouds the picture. TV commercials. They’re everywhere for AirPods– the music and dancing lovers ad. But AirPods are sold out. They’re also everywhere for iPhone X– a whipped frenzy of typical music and color and desire in video form. But iPhones are not sold out.
Is the supply glut because demand is slower than Apple expected? Or, has Apple figured out how to make more of what sells the most when customers are ready to buy?
Hey, Apple. I’m ready to buy an ARM-based tabletized Mac notebook and iPad Pro combo.
What’s the status on that?