Don't we get this fucking rumor before every SINGLE iPhone launch? "Severe" manufacturing issues, then it goes to sell 10M+ in a weekend. But hey, let's do it again this yr, just in case. One day, its bound to come true.
Hence Kuo's unassailable track record.
Yes, they say Kuo's always right when he "predicts" things 10 times a week then cherry pick his "success"... He's essentially a conduit for NEARLY ALL rumors.
It they looked at his actual declaration to success ratio, his success rate would be abysmal.
He's more a PR person for himself, than an actual analyst by this point.
iPhone [N] will be in short supply due to [component/manufacturing/technical/Apple] issues.
Yawn.
Agreed. And you could have added, "... despite the fact that we do not know when it will launched, what it will be priced at, what it will look like, what its components will be, who the suppliers are, and what investments in plant capacity and training are currently being made (or may be made in the future) to meet production needs."
Don't we get this fucking rumor before every SINGLE iPhone launch? "Severe" manufacturing issues, then it goes to sell 10M+ in a weekend. But hey, let's do it again this yr, just in case. One day, its bound to come true.
I thought I remember there being big shortages of the jet black iPhone. Might not matter with this phone if it's a lot more expensive. People will get the cheaper 7 successor.
You might think that, but if there's some gotta have feature on the more expensive phone (if rumors hold true) then people will buy it regardless. They always have and always will. If you're a person who always skimps on things you'll get a Android phone anyways.
Why wasn't there a severe shortage of components being reported for the Galaxy S8? Every single time an iPhone is introduced, someone has to start forecasting some POSSIBLE problems. What makes these people so sure Apple hasn't made sure they've given suppliers decent advance notice to get components ready. Honestly, what difference does it make if supply is somewhat capped at long as demand remains high? I don't think any company having demand as high as Apple can possibly instantly keep up with supply. They're not capable of the multiplication of loaves and fishes. Actual production takes time. A wave of a hand simply doesn't work. As an Apple investor, I'm not concerned at all, so am I simply stupid? Apple is playing a long game with the iPhone and it's a pretty good game. I'm more concerned about Apple's Mac desktop strategy.
These analysts talk about smartphones like they're some of a device people can't survive without having a new one. So what if consumers have to wait a while to get some fancy new smartphone? Look how long consumers who pre-ordered Teslas have to wait and yet the stock price keeps going up to the stars. Apple's iPhone profits are much higher than Tesla's profits. Why aren't Tesla investors concerned about actual product delays?
I read a pretty good article at another Apple fan site this morning that discussed how Apple looks to be breaking their own cardinal rules with the new iPhone if rumors are anywhere close to accurate.
"Rule 1 is that the company avoids ‘bleeding edge’ technology. When new tech rolls around, the company watches and waits while other manufacturers do the trial-and-error bit. Apple launches only when it is satisfied that the tech is stable and that it has figured out the optimal way to employ it." "Rule 2 in the Apple handbook is that you don’t wing it. Everything is carefully thought through and painstakingly planned. Nowhere is this more evident than in Apple’s supply-chain management. The company doesn’t get carried away with exciting new ideas until it is certain that volume production is viable."
"But here Apple appears to be breaking both rules. The delay is reportedly in large part due to the technical difficulties of embedding a fingerprint reader into the display. This is the very definition of bleeding edge technology. And far from having its supply-chain plans sewn up, KGI suggests that the delays are due to issues with multiple components..."
"In 2017, everyone is making near-bezel-free smartphones, and it may simply be that Apple realized it has to do the same or risk its new phone being dismissed as behind the curve... But whatever the reason, it is a new approach... I don’t think Apple need worry too much if it misses a quarter. iPhone buyers are loyal, to the ecosystem if not to the company... Frankly, even if the iPhone 8 launch ended up being delayed into early 2018, it is investors more than customers who would freak out about it."
"Apple is tearing up its rulebook, but it’s unlikely to do itself any harm as a result."
Yes, I believe Apple is breaking "their own" cardinal rules (which the rumor mill and fans sites have created for them). Apple has never published a list of their cardinal rules, if such a list even exists.
Almost everything we've heard so far about the fall announcement are rumors. Three iPhones vs. two; home button on the rear, etc. Speculate all you guys want; I'll wait for the facts in September.
Comments
He's essentially a conduit for NEARLY ALL rumors.
It they looked at his actual declaration to success ratio, his success rate would be abysmal.
He's more a PR person for himself, than an actual analyst by this point.
Yawn, indeed.
"Rule 1 is that the company avoids ‘bleeding edge’ technology. When new tech rolls around, the company watches and waits while other manufacturers do the trial-and-error bit. Apple launches only when it is satisfied that the tech is stable and that it has figured out the optimal way to employ it."
"Rule 2 in the Apple handbook is that you don’t wing it. Everything is carefully thought through and painstakingly planned. Nowhere is this more evident than in Apple’s supply-chain management. The company doesn’t get carried away with exciting new ideas until it is certain that volume production is viable."
"But here Apple appears to be breaking both rules. The delay is reportedly in large part due to the technical difficulties of embedding a fingerprint reader into the display. This is the very definition of bleeding edge technology. And far from having its supply-chain plans sewn up, KGI suggests that the delays are due to issues with multiple components..."
"In 2017, everyone is making near-bezel-free smartphones, and it may simply be that Apple realized it has to do the same or risk its new phone being dismissed as behind the curve... But whatever the reason, it is a new approach... I don’t think Apple need worry too much if it misses a quarter. iPhone buyers are loyal, to the ecosystem if not to the company... Frankly, even if the iPhone 8 launch ended up being delayed into early 2018, it is investors more than customers who would freak out about it."
"Apple is tearing up its rulebook, but it’s unlikely to do itself any harm as a result."
Speculate all you guys want; I'll wait for the facts in September.