Supplies of the iPhone 5s have been steadily improving since the device's launch two months ago, and according to a new survey by Piper Jaffray analyst Gene Munster, supplies are now approaching demand levels at Apple's U.S. retail stores with 90% of model/location combinations currently showing as available. Munster's survey is a weekly tracker of 60 U.S. stores and has seen significant improvement in iPhone 5s availability from just 31% two weeks ago and a paltry 10% back in early October.
Total available iPhone 5s SKUs (excluding unlocked) have increased to 90% from 31% two weeks ago, and 10% at the beginning of October. Separately, we note that the lightest stocked store we checked had 67% of available SKUs. We view the improvement in supply as an encouraging sign that Apple has begun to catch up to demand. We continue to believe that Apple will reach supply-demand equilibrium by early December.
While overall iPhone 5s availability of 90% slightly lags that of the iPhone 5 at 95% at this time last year, Munster notes that supplies of the iPhone 5s actually better reflect the current popularity mix of the various carriers, with AT&T and Verizon models seeing almost universal availability and only the less popular Sprint models lagging.
Munster's tracker currently omits the just-launched unlocked SIM-free models, as those devices are still showing 1-2 week shipping time and in-store availability is not shared through Apple's online store for those models. Munster appears to have been considering the unsubsidized T-Mobile models as representative of the broader category of unlocked for tracking purposes, as users have found that many of the carrier-specific iPhone 5s models are in fact already unlocked.
Key details about the overall specifications of the iPhone 17 lineup have been shared by the leaker known as "Ice Universe," clarifying several important aspects of next year's devices. Reports in recent months have converged in agreement that Apple will discontinue the "Plus" iPhone model in 2025 while introducing an all-new iPhone 17 "Slim" model as an even more high-end option sitting...
Following nearly two years of rumors about a fourth-generation iPhone SE, The Information today reported that Apple suppliers are finally planning to begin ramping up mass production of the device in October of this year. If accurate, that timeframe would mean that the next iPhone SE would not be announced alongside the iPhone 16 series in September, as expected. Instead, the report...
Wednesday July 24, 2024 9:06 am PDT by Joe Rossignol
Apple supply chain analyst Ming-Chi Kuo today shared alleged specifications for a new ultra-thin iPhone 17 model rumored to launch next year. Kuo expects the device to be equipped with a 6.6-inch display with a current-size Dynamic Island, a standard A19 chip rather than an A19 Pro chip, a single rear camera, and an Apple-designed 5G chip. He also expects the device to have a...
The upcoming iPhone 16 models that we're expecting to see in September are going to be quite similar to the iPhone 15 models, but rumors suggest that Apple is making big changes in 2025. We've been hearing hints of an all-new device in the iPhone lineup, and it may be the most expensive iPhone Apple has offered to date. New 'Slim' Design Rumors have taken to referring to the new iPhone 17...
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Apple is planning to release at least one iPhone 17 model next year with mechanical aperture, according to a report published today by The Information. The mechanical system would allow users to adjust the size of the iPhone 17's aperture, which refers to the opening of the camera lens through which light enters. All existing iPhone camera lenses have fixed apertures, but some Android...
Can't believe it took over two months since release to actually stabilize supply/demand. Too long imo.
It's a success story. So many consumers want to get their hands on the latest cutting edge technology from Apple it's literally impossible to meet demand for months. The problem stretches out further and further with each product launch as more and more people discover how incredible these products are, and have a great desire to upgrade to the latest and greatest.
We should all feel good about being on the winning team.
