In a research note published to investors earlier this week, Kuo explained that he is dropping his shipment prediction from 100-110 million units to 80-90 million units.
Kuo says that a full-scale production ramp-up of the OLED iPhone might not happen until October or November – compared to the usual August-September ramp.
The slower production would lead to “severe supply shortages” for “a while after the new models are launched,” the KGI Securities analysts forecasts.
Based on the latest whispers from the supply chain, iPhone 8 will likely be unveiled in September 2017, with some stock available the following month.
However it appears that iPhone 8 models will be few and far between at first, because of the widely-reported production difficulties.
It remains to be seen how extensive the supply shortage turns out to be.
But that’s no guarantee that Apple
fans will be able to get their hands on the next-generation iPhone at launch.
In fact, reliable technology analyst Ming-Chi Kuo of KGI Securities
believes that there is a “rising probability” of the “worst scenario” for production and shipments of the feverishly-anticipated Apple iPhone 8
iPhone 8 is believed to be the first Apple smartphone to use an OLED panel.
There are a number of benefits of moving from LCD, the technology used in current generation iPhone handsets, and OLED panels.