According to the latest KGI Securities research note Monday, Apple's iPhone 8 could be in extremely limited supply to end 2017. The note, obtained by MacRumors, blames the delay on significant hardware upgrades like a custom edge-to-edge OLED display panel, a redesigned thin-film 3D Touch module, 3D sensing cameras, ten-nanometer A11 Fusion processors and substrate-like printed circuit board.
Analyst Ming-Chi Kuo writes in the note that Apple's suppliers are now expected to ramp up production of the handset as late as October or November versus the usual August-September timeframe for a new iPhone. As a result, Kuo believes that iPhone 8 will launch in September to face “severe supply shortages” for some time.