He is supposed to be some kind of supply chain genius. How can the 5S has serious supply shortage. Many Apple retail stores have only a handful of 5S for sale yesterday and many AT&T and Verizon stores have zero 5S at all. Think about it.
Apple $400 is coming.
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I don't understand why he screwed up the supply again. Why not launched in October instead? Count all the new iphones sales towards the holiday quarter. I guess he's afraid they'll miss earnings if they don't launch in september.
And if apple website said 5s available for shipping you would have said they are not selling and apple has lost it. There is no win for apple. I think "sold out" status is better than "sitting on shelves". Think this way: for a good movie tickets are sold out quickly. The producer does not build a new theater: those movies play for more days and earn money!
Great point. If someone wants to buy a gold 5s, they are just going to order it and wait a month for it, its not like they are going to get angry and go buy a Samsung. So the only downside of this tightened supply chain is that customers have to wait a bit for them. In other words, low supply will not mean "lost sales", but rather create a demand frenzy which is a great marketing tool.
"Supply Constraint" for the second time.
Here is the reality. Plastic (injection molding process) is easier to do. Aluminum casing takes perfection finishing, is tougher to do in a large scale You get what you paying for.