Apple announces its worst possible news today regarding the iPhone 8 production. The company has set September as its most probably launch month but also mulls over the possibility of a "severe" shortage of the promised OLED display. Japanese site Macotakara has suggested the OLED iPhone 8 would be released "very much" behind the regular LCD models.
There are two issues that the tech giant faces currently. These include the launch date of the already delayed debut of its upcoming flagship and the very short supply of OLED display for the anniversary handset. As of the moment, a September launch seems most likely as expressed by some industry sources.
As for the "severe" shortage problem, Apple seems quiet as to how it will proceed given the extent of the problem. Meanwhile, a series of alleged designs and dummy models of the handset continuously leak online, sparking rumors for its release date even further. According to Forbes, leading global financial firm Morgan Stanley, have addressed the OLED shortage issue.
Morgan Stanley has stated that basically half of the upcoming iPhone model mix could be OLED. The expected total iPhone production plan of 100-110M in the second half of 2017 suggests that OLED could be closer to 50 percent mix. This is in contrary to the prior conservative assumption of only 33 percent.
Meanwhile, KGI Securities analyst Ming-Chi Kuo has published a report focusing on a theory on Apple' iPhone 8 "severe" shortages. According to MacRumors, Kuo believes that this delay "won't undermine actual demand." The iPhone 8 will live up to the hype with the heaviest demand pushed back until as far as the first quarter of 2018, after the majority of users have already bought the device.
