- Multiple U.S. carrier sources tell AllThingsD their iPhone 5S (AAPL +1.2%) inventories will be much lower than expected when the device goes on sale on Friday.
- "We will have grotesquely unavailable inventory," says one source. Another also expects relatively low shipments, while adding demand could be less than expected thanks to interest in the 5C.
- Likewise, U.S. Apple Store sources tell 9to5 Mac the 5C will account for "about 70-80% of new iPhones" available on Friday.
- Meanwhile, Apple's Chinese online store, which began taking 5S reservations today, quickly sold out most of its 5S stock. The sell-outs have been taken as a sign of low supply. Apple won't begin taking 5S pre-orders elsewhere until Friday.
- Jefferies and others have reported fingerprint sensor production issues are limiting 5S supply.
- Apple remains higher, but has pared its Tuesday gains, which follow a Monday drop that came in the wake of disappointing China Unicom 5S/5C reservation data. iOS 7 launches tomorrow.
Report: U.S. carriers to have "grotesquely" low iPhone 5S inventories
Sep 17 2013, 15:03 ET