We explained quite clearly that the difference in pricing between an iPhone 8 and iPhone X – especially when looked at from a monthly perspective would be around $4.
When other outlets claimed the sky was falling on Apple as there were few iPhone 8 lines and and the $1,000 price point for the iPhone X would be a deal-killer, we once again explained that people are not buying an 8, they are buying a X.
We were right.
Customers already have to wait 4-5 weeks to get an iPhone X.
We do want to point out that the iPhone X suppliers are reported to have problems with the FaceID yield and Apple was said to allow less accurate sensors in order to meet demand.
We also know it is been difficult for the press and analysts to accurately predict the size of Apple’s phone inventory at launch.
The bottom line as we see it is the iPhone X will be an upgrade super-cycle device and once in the wild, the demand will only grow.
This will likely be the most sought-after iPhone ever.
Now, if the rumored iPhone X Plus – a 6.5 inch device ever becomes reality, we know we would be ecstatic. It might not become a mainstream smartphone/phablet but it would allow Apple to compete effectively for its customers who have Android screen-envy.