Blog Post

There *Really* Is a Coast-to-Coast iPhone Shortage

Piper Jaffray analyst Gene Munster told his investment banking clients today that there were 20 stores across the nation were out of iPhones. So we at the GigaOM offices decided to call as many Apple stores as we could, from Hawaii to Chestnut Hill to San Francisco (all randomly selected), and the answer was the same: Sorry, we are out of iPhones.

Does this mean that there is a legitimate shortage or is a new iPhone in the offering? Piper’s Munster says a 3G version of the device for $400 is possible candidate. I wouldn’t be surprised by a new device, possibly a 3G version, being announced tomorrow.

It surely will draw attention away from the CTIA Show and all that handsets that are being launched in Las Vegas this week. It would be a Machiavellian move by Steve Jobs and Apple to shift attention away from the competitors. Stacey, who is at CTIA, tells us that touch screens are the new black when it comes to mobile handsets.

31 Responses to “There *Really* Is a Coast-to-Coast iPhone Shortage”

  1. Martin Kuhn

    There have been rumors that a new 3G iPhone may use an OLED display

    I view this as unlikely, as there is no supplier today, that I am aware of which can manufacture the size of screen an iPhone would require, in volume at a price point that would acceptable

    As a point of reference, Sony manufactures approx 2000 11″ panels per month for sale in TV at a $2k price point

  2. Apple usually announces new products on Tuesday. Given that April Fool’s falls on Tuesday this year AND that no one would be expecting something like this, wouldn’t it have made more sense for Apple to announce today rather than tomorrow? Talk about perfect timing! I doubt a 3G iPhone (in the current form factor) is going to be announced so soon. A better explanation for the delay: Apple is changing internal circuitry/ components to thwart the unlockers. It’s become so trivial now, you’ve gotta think that any carrier that Apple approaches for exclusive contracts is pointing to these hackers and asking what benefit they will accrue when unlocking & using on a different network is so easy. I predict a new firmware for the baseband that stops the unlocking cold & gives Apple the upper hand in their negotiations.

  3. But wouldn’t a new model with a new 3G radio need to go through FCC approvals? Given the time that would take, seems like Apple would need inventory to meet current demand.