KGI: Apple's All Three Upcoming iPhones Will Be Available In Just Three Colors, iPhone 8 Or Face Short Supply
According to KGI Securities analyst Ming-Chi Kuo's new investor note, Apple's upcoming 2017 iPhones, including the "iPhone 8," the iPhone 7S series, will be available in just three colors -- black, silver, and gold. Apple will announce all three new iPhones in September and launch at the same time, Kuo predicts the OLED iPhone will be severely supply constrained at launch.
Kuo previously said the iPhone 8 will be available in a limited number of colors, but made no mention of its two companion devices. His three color list seemingly matches up with an iPhone 8 dummy model leak that we saw earlier this week, but one of the dummy model shades displayed was more of a copper than a gold, so it's not clear if it's an accurate depiction of the colors we can expect.
According to Kuo, all three iPhone models expected in 2017 will also support fast charging, but he warns that consumers may need to purchase a Type-C power adapter that will be sold separately. The current iPad Pro has a similar feature -- it uses the MacBook's $49 29W USB-C power adapter for fast charging. Wireless charging is also expected to be supported by an accessory that may be sold separately.
KGI expects mass production will start for the OLED iPhone in mid-September, which is earlier than Kuo's previous estimates that suggested mass production might not begin until the middle of October. but only 2-4 million units or less are expected to be available during the third quarter of the year. Due to the high demand, Kuo says iPhone 8 will facing short supply untill first quarter of 2018
The OLED version will be in short supply as we forecast shipments in 3Q17 will be 2-4mn units or less. We do not think production of the OLED iPhone will pick up substantially before 4Q17; and given strong demand, tight supply may persist until 1Q18 before improving much.
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