Analyst Tony Sacconaghi thinks customers will tolerate up to a three-week delay on the premium iPhone model but that a delay into the start of 2018 could turn away holiday shoppers looking for a new phone.
The potential damage from a delayed release might depend more on customer loyalty. A Fluent survey last month found that 40% of current iPhone owners would upgrade to the iPhone 8 even with two-thirds saying the $1K price tag was too high.
In rosier Apple shipment news, the AirPod delivery window from the company’s online store has dropped to 1 to 2 weeks, down from a six weeks window after the launch.
Apple shares are down 0.38%.
Previously: WSJ sources confirm rumors of iPhone 8 production issues, delays (Sept. 7)
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