Analyst: Apple finally solves iPhone 5 supply problem

Analyst: Apple finally solves iPhone 5 supply problem

Summary: If there's an iPhone 5-shaped gap in a loved-ones stocking on Christmas morning, you can't blame the supply chain.


While the iPhone 5 is undoubtedly proved to be a success with consumers, Apple has had a hard time keeping up with demand. Problem with scratches, and Foxconn workers going on strike put quite a crimp in the supply chain. Fortunately, it now seems that Cupertino has solved these problems, just in time for Christmas.

In a note, Piper Jaffray's analyst Gene Munster reports that nightly checks on 100 Apple Stores have shown dramatic improvements in stock levels over the past 10 days.

Last night, our checks indicated that Sprint phones were in stock at 92% of Apple Stores, AT&T was available at 82% of stores and Verizon at 72% of stores. Additionally, we note that wait times for online phone orders dropped to two weeks as of today.

And it seems that things are going to get better.

"We believe," says Munster, "that within the next two weeks that customers will be able to purchase iPhone 5s at Apple Stores same day".

Bottom line, if there's an iPhone 5-shaped gap in a loved-ones stocking on Christmas morning, you can't blame the supply chain.

See also: Five Android alternatives to the iPhone 5

Earlier this month a report by market research firm Strategy Analytics says that Samsung sold 18 million Galaxy S III handsets during the third quarter, compared to only 16.2 million for Apple's iPhone 4S, suggesting that the Galaxy S III had ousted the iPhone 4S as best-selling smartphone.

Samsung's success in the smartphone market has been little short of stellar. The company went from almost zero smartphone sales to quarterly sales of over 50 million units in two years, dwarfing the competition, including Apple.

Topics: iPhone, Apple, Smartphones

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  • T Cook

    What was it he brought to the table again? Something to do with supply chain......
    Little Old Man
    • Slightly off topic, but funny, given current Apple events

      I wondered why they hired him? ;-)
      • Worth a grin

        Little Old Man
  • Still waiting to hear sales figures

    Looking for factual information from MS on how sales of the brand new WP8 stack up against the 4S. The 4S could only manage a paltry 16.2mm handsets sold in the lame-duck third quarter, suggesting that most iPhone consumers were waiting on the release of iPhone 5. WP8 certainly did better.
    • WP8 shipping numbers are nowhere near 6 figures

      So "doing much better" is completely impossible.
      • Sadly they're also nowhere near Windows Mobile 6

        Today, WM6 actually has a greater market share than the stillborn WP7.
  • Well, that's a relief to those trying to order one!

    Heretofore they thought they were holding something wrong... :)
  • Thank goodness, said

    the NTSB and the TSA, as they dropped their Blackberries in the trash.