Delays along Apple's supply chain in Asia could force the company to push back the release of the iPhone 8. It's taking longer than anticipated to increase production of certain components, including OLED displays. RBC Capital Markets believes this could delay the release or at least restrict availability after its September launch.
A primary source of the delay is Apple's plan to add the iPhone's home button to the iPhone 8's display. This has been difficult for Samsung, its OLED supplier, resulting in delayed production.
We think a shift in OLED production by 1-2 months doesn't change the demand dynamics for iPhones (fairly captive demand) or undermines the positive iPhone upgrade cycle narrative,- RBC
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