Summary:

Google has sold out of its “substantial initial inventory” of the Nexus One set aside to sell to developers. HTC, the maker of the Nexus One, will have more units for Google as soon as possible. The AMOLED shortage will affect when additional inventory is available.

Nexus One

Android app developers who haven’t picked up a Nexus One yet will have to wait, as Google has sold out of its “substantial initial inventory” in just a couple of weeks. The maker of the Nexus One –HTC — is struggling with the global AMOLED screen shortage, and will have more units for Google as soon as possible.

According to the Android Developer’s Blog, HTC will be getting more units to Google as soon as possible. It’s likely the AMOLED displays used in the original Nexus One will be replaced by Sony’s SLCD technology, as HTC has stated it will do in handsets going forward.

The AMOLED displays have been in short supply for some time, as handset sales have outpaced production capacity. Samsung, the sole producer of AMOLED displays, is opening a new factory next year to substantially increase production. The strong sales growth of smartphones and the rapidly changing features could mean component shortages become a common occurrence, as pointed out by my colleague Kevin Tofel.

Related research on GigaOM Pro (sub. req’d): Google’s Mobile Strategy: Understanding the Nexus One

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