Kuo says Apple iPhone 8 faces "worse case scenario" shortage

Kuo says Apple iPhone 8 faces
KGI securities' Ming-Chi Kuo is considered one of the best analysts covering Apple. In the past, he has provided the specs and features of upcoming iPhone models months before the phones were unveiled. The point is, when Ming-Chi Kuo talks about Apple devices, people listen. Or at least, they should listen. And Kuo is now telling KGI's clients that the tenth anniversary model of the iPhone, dubbed the Apple iPhone 8, is facing huge shortages because of production problems.

According to Kuo, he worries about the 3D sensor on the front-camera of the iPhone 8. At one time, the analyst said that the front-facing camera on this device would be revolutionary. Kuo also worries whether Apple will cancel its Touch ID fingerprint scanner. Rumors call for Apple to embed Touch ID under the display, but the company is having problems making it work. Plan "B" allegedly calls for a Touch ID button on the back of the unit. Why can't Touch ID stay embedded in the home button like it is now? That is because Apple plans on using an edge-to-edge display with no home button for the iPhone 8. The analyst also wonders if Apple's competitors will launch more innovative handsets than the iPhone 8.

But the main issue that Kuo calls "the worse-case scenario" for the iPhone 8 has to do with the hardware upgrades that Apple is planning for the handset. The changes are causing shortages of the components needed to build the phone. Other problems building the device are causing the analyst to expect the actual manufacturing of the phone to be pushed back to October and November instead of the usual August and September time period.

Another analyst, Drexel Hamilton's Brian White, said last month that he expected Apple to delay the launch of the phone, but still have it available in time to take advantage of the holiday shopping season. Cowen and Company also sees a 4 to 6 week delay in the release of the iPhone 8, which would mean a possible November launch for the device.

Kuo told his clients that he is reducing his forecast of second half 2017 iPhone shipments to 80 million-90 million units. That is down from his original estimate of 100 million-110 million handsets shipped. Wall Street is looking for Apple to deliver 100 to 120 million iPhone units during the same period.

source: CNBC via 9to5Mac

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29 Comments

1. Bankz

Posts: 2548; Member since: Apr 08, 2016

Ok, we get it. The iphone edition will be the best selling phone since coca-cola and will be in short supply but can you just stop repeating this news again and again? These iphone articles are reriously getting repetitive.

2. LebronJamesFanboy

Posts: 671; Member since: Mar 23, 2013

You could have just simply ignored the article.

9. Alan01

Posts: 617; Member since: Mar 21, 2012

I think he did ignore the article. After all, the story was about production and supply chain related delays. It had nothing to do with sales of the device. Regards. Alan F.

11. kiko007

Posts: 7493; Member since: Feb 17, 2016

Gotta say, I'm liking the combativeness you've been showing of late Alan. I think it adds to the experience when the author rails on those who jump the gun... builds character. Then again, I am a man who believes public shaming of wrongdoing is a proper method of punishment... so take my words with a pinch of pepper.

13. sgodsell

Posts: 7377; Member since: Mar 16, 2013

"The analyst also wonders if Apple's competitors will launch more innovative handsets than the iPhone 8." No need to wonder about that. Just look at some of the latest Android flagships right now. Like the LG G6, Samsung Galaxy S8, Xperia XZ premium, with more arriving all the time.

21. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Except when its you being shamed for your wrongdoing.

10. AlikMalix unregistered

You know, it's really easy: tap on ANDROID tab at the top of the page and you will not see one Apple article!!!!

14. darkkjedii

Posts: 31072; Member since: Feb 05, 2011

@Bankz. Coca Cola is not a phone, it's a soft drink.

15. Bankz

Posts: 2548; Member since: Apr 08, 2016

And who said i didnt know that?

16. AlikMalix unregistered

@darkk post #14 At first I was thinking the same, but I think he was comparing companies with very popular product for its time. But.... Pepsi made a phone a while back, lol.

17. darkkjedii

Posts: 31072; Member since: Feb 05, 2011

He said best selling phone, since coca cola. That clearly implies coke is a phone lol.

19. AlikMalix unregistered

Yeah, I guess I'm keen to read between the lines with the way most people post here.

25. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

He was trying ro say, the iPhone is the best selling product since Coke. He is wrong anyways. McDonald's hamburgers take the crowm with over a trillion sold every year.

26. Leo_MC

Posts: 7432; Member since: Dec 02, 2011

A trilion? That's 150 burgers/ day for each and every human being, living on the earth :))).

3. L0n3n1nja

Posts: 1566; Member since: Jul 12, 2016

Every iPhone is rumored to be delayed due to manufacturing problems of a new component. It's become boring, if worse case scenario wasn't part of the title I wouldn't have clicked on the article.

4. kiko007

Posts: 7493; Member since: Feb 17, 2016

So... clickbaited?

5. Bankz

Posts: 2548; Member since: Apr 08, 2016

You guys had 2 years to develope this phone and somehow you're still facing production issues just few months to unvieling? Just get your acts together ffs. I tought that was why you released the iphone 6ss aka the iphone 7? Thought the 10th anniversary splash was suppose to be taking priority? And this is suppose to be a multi-billion dollar company. Won't be surprised if some other phone comes out of nowhere and out-do apple towards the end of the year.

7. Unordinary unregistered

I'd love to see you run a company, successfully, while your manufacturers struggle to pump out nearly 70 million handsets for you, so you can meet the demands of Christmas/holiday season shopping.

22. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Really? Other oems have way more models. Samsung has 50 and almost never have a shortage and they sell 80M per quarter...in fact they have had sevefal quarters where they sold 100M+ phones. So no, its not hard, its just artificial demand. 100M will bug it thjs year, the rest next year.

27. Unordinary unregistered

50 DIFFERENT models. They don't have the experience or infrastructure to handle 50-70 million in a holiday season for a single phone.

6. Mreveryphone

Posts: 1821; Member since: Apr 22, 2014

The general public usually gets this type of information late due to the fact that Apple has already had the problem and worked it out... Do you really think these companies report the issue to the public right when it happens? Just like the S8 was supposedly going to be delayed due to production issues but was released on schedule. This type of news is used to build hype and create drama around a highly anticipated product like the anniversary iPhone... I'm sure we'll hear issues regarding the Note 8's production any day now...

8. Bankz

Posts: 2548; Member since: Apr 08, 2016

Yeah, fair enough. Never really thought of that.

23. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Samsung makes ober 50 models. The S is tbwir maim model. Rhe delicate deaign, like has lower yield, because it Tant be put together in as high quanities of kets say an older plastic Galaxy. Samsung 50 models and raremy a shortage, Apple 1 model and always a shortage?

12. SIGPRO

Posts: 2817; Member since: Oct 03, 2012

Sure, we all know the shortage strategy of apple. Spread the news that the phone is hard to get so that the demand will be high. This is how a herd works and sheep will be sheep!

18. Phantom1031

Posts: 264; Member since: Aug 02, 2014

Hey guys i saw just this, is it correct or just a fake rumourhttp://m.gsmarena.com/iphone_se_2017_has_a_glass_back_leak_shows-news-24959.php

20. AlikMalix unregistered

If Apple makes the camera flat - on any phone - that's the phone I'll buy next.

24. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Goimg back to the iPhone 4 design. IPhone 4. First dual glass phone. Nice design. Samsung comes amd makes it better. Apple is like...resurrect the iPhone 4 again.

30. AlikMalix unregistered

You're simply an idiot for saying this.

29. xeroxchap

Posts: 68; Member since: Oct 11, 2016

Alan.. Keep it professional dude....... take a chill pill......and write another article about how apple will save the world instead of leaving salty comments on ppl who actually provide traffic for your website. Also What a Joke : "The analyst also wonders if Apple's competitors will launch more innovative handsets than the iPhone 8" Apple is pretty much the least innovative smartphone company EVER!

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