It has been nearly three weeks since the new iPhones were released back in September. New inventory checks indicate declining iPhone 5S supply whereas iPhone 5C remains well stocked throughout the country.
Even before the new iPhones were released, it was said that iPhone 5S supply would be constrained. Analysts saw the supplies picking up towards the end of this quarter. The reason for short supply was said to be the Touch ID fingerprint sensor yields, apparently sensors weren’t being produced fast enough to be put into units on the production line. On launch day various stores only had limited inventory of certain models, the gold iPhone 5S was particularly said to be in short supply.
Well known Piper Jaffray analyst Gene Munster reveals after checking inventory levels that iPhone 5S supply has gone down from 27 percent availability to 6 percent availability over the past week. The figure has been obtained after checking inventory at 60 Apple Stores in the U.S. Munster believes the reason why supply has tightened up so much in the past couple of weeks is because Apple is preparing for an international launch. On October 25, the new iPhones will be released in a number of new markets, followed by additional markets on November 1.
As far as the iPhone 5C is concerned, Munster says that stores are well stocked and that demand for the plastic iPhone is in line with market expectations. Though only recently it was rumored that Apple has cut down iPhone 5C production from 300,000 units per day down to 150,000 units per day, which could mean that demand isn’t as strong for the plastic iPhone as everyone thought it would be. Apple hasn’t released any official sales figures after the launch weekend.