iPhone 13 – Cuts, Delays, Etc.
With the amount of uncertainty facing the CE space, the press has almost infinite grist for speculation. Cuts in Apple’s orders for the iPhone 13 family are the latest, likely an outgrowth of the delays seen in receiving various iPhone models after ordering and the effects of power limitations across the Chinese supply chain. Taking into consideration those factors, along with well-known distribution and logistics issues, such speculation draws eyeballs.
There are delivery delays with the iPhone 13 and currently there is no in-store pickup available in the US, with today’s delivery wait times (ordered today) being 12 to 15 days for the iPhone 13 and the iPhone Mini, and 30 to 38 days for the iPhone 13 Pro & Pro Max models (NY delivery). These delivery dates have been increasing since the initial announcement, although they can vary based on location, color and memory configuration. While Apple might have reduced its orders from assemblers a bit for the 2021 year (rumors are for between 10% and 12% reductions), those units are more likely pushed into 2022 rather than cancelled as it is still too early in the iPhone 13 family sell cycle for Apple to be cutting 2022 projections. Should the limiting factors above begin to abate in early 2022, the iPhone 13 family could see a bit of a boost, but that is still a lot of ‘ifs’ so for the time being, we are going to assume that any potential order pushouts will reduce 2022 orders by a like amount, leaving the full year total for 2022 unchanged.
There are delivery delays with the iPhone 13 and currently there is no in-store pickup available in the US, with today’s delivery wait times (ordered today) being 12 to 15 days for the iPhone 13 and the iPhone Mini, and 30 to 38 days for the iPhone 13 Pro & Pro Max models (NY delivery). These delivery dates have been increasing since the initial announcement, although they can vary based on location, color and memory configuration. While Apple might have reduced its orders from assemblers a bit for the 2021 year (rumors are for between 10% and 12% reductions), those units are more likely pushed into 2022 rather than cancelled as it is still too early in the iPhone 13 family sell cycle for Apple to be cutting 2022 projections. Should the limiting factors above begin to abate in early 2022, the iPhone 13 family could see a bit of a boost, but that is still a lot of ‘ifs’ so for the time being, we are going to assume that any potential order pushouts will reduce 2022 orders by a like amount, leaving the full year total for 2022 unchanged.
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