In as much as the sapphire display story’s been making the rounds, as have rumors that Apple won’t have enough available to meet demand for the iPhone 6, at least one Wall Street analyst is predicting that this won’t affect sales.
Per AppleInsider, J.P. Morgan analyst Rod Hall wrote the following in a Monday morning note to investors:
“We believe that initial supply could be slowed somewhat if there is any truth to this but we doubt that iPhone unit volumes in the fall are likely to be impacted.”
Apple suppliers were “scrambling to get enough screens ready” for the launch according to Reuters last week. Two issues — one said to revolve around backlight technology, and another referred to only as involving a “key component” — were pegged as having a potentially serious impact on Apple’s plans.
At the time, it was “unclear” whether the problems could “delay the launch or limited the number of phones initially available to customers,” the outlet said.
As has become customary in the lead-up to the release of a new Apple product, the “iPhone 6” has been the subject of numerous delay rumors. Most have revolved around the potential pushback of a 5.5-inch “phablet” variant, which is believed to remain on track but may not make an appearance at the company’s rumored September 9th special media event.
Apple is expected to launch its next iPhone in two screen sizes of 4.7 and 5.5 inches. If the company sticks to its usual release pattern, it will launch the “iPhone 6” two Fridays after its unveiling, which this year would fall on September 19th.
Stay tuned for additional details as they become available.
One reply on “Analyst: Rumored display shortage will have “no impact” on iPhone 6 launch sales”
I think the analyst just don’t get it. There hitching the Horse behind the wagon. The more likely cause is Apple. When they introduce a Product that needs a certain component Apple likes to corner the Market. They buy up what is out there and meets there specs and buy up capacity at individual manufactures, using shell companies to in sure that analyst don’t see the pattern.