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While You Were Away, U.S. iPhone Availability Jumps to 26% from 2%

Conclusion. We continued our daily monitoring of iPhone X availability, capturing 2224 daily in-store data points for 139 of the 271 U.S. Apple retail stores.

  • This past week (Nov 20-26th) availability jumped to 16%, compared to 2% in the previous week (Nov 13-20th)
  • The increase in supply was more notable when you look at the 3 days following Thanksgiving (Nov 24-26th) which we measured an average of 26% availability compared to 2% in the three days leading up to Thanksgiving (Nov 20-22nd). Data was not available on Thanksgiving Day given Apple stores were closed, eliminating in-store pickup options.

While there have been measurable improvements, iPhone X remains in short supply. We anticipate iPhone X lead times of more than 4 days to continue for the balance of 2017 and expect the iPhone X to reach supply demand equilibrium sometime in January. That’s a slight positive for the outlook for Apple’s Mar-18 quarter.

Online lead times continue to decline. We noted an improvement in global iPhone X lead times (8 countries), exiting last week at 1-3 weeks compared to 2-3 weeks in the previous week, and 3-4 weeks earlier in November.

Disclaimer: We actively write about the themes in which we invest: artificial intelligence, robotics, virtual reality, and augmented reality. From time to time, we will write about companies that are in our portfolio.  Content on this site including opinions on specific themes in technology, market estimates, and estimates and commentary regarding publicly traded or private companies is not intended for use in making investment decisions. We hold no obligation to update any of our projections. We express no warranties about any estimates or opinions we make.

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