This scenario could cause iPhone X buyers to switch to Android, top analyst says


Apple enthusiasts may fork over $999 to get a new iPhone X in November — but if shipping dates stretch out to 2018, it could prove to be a problem, one analyst said.
22, the iPhone X won’t be sent out until Nov.
While that’s not too long to wait for consumers that are entrenched in Apple’s software systems, rivals like Samsung’s handsets start to look a lot more attractive if they are more easily available before the holiday season, Toni Sacconaghi, senior technology research analyst at Bernstein told CNBC’s ” Fast Money: Halftime Report ” on Wednesday.
Like fellow industry watcher Gene Munster of Loop Ventures , Sacconaghi said that the delay might shift expectations between how many phones will be sold next spring instead of this winter.
Justin Denison, senior vice president of product strategy at Samsung, speaks about the during new Samsung Galaxy Note8 smartphone during a launch event for the product, August 23, 2017 in New York City.
“If you have consumers that place orders in early November, and they can’t get a phone until 2018, then I think it matters,” Sacconaghi said.
To be sure, there’s no clear signs that would happen.
Apple told CNBC on Tuesday that it had built each phones’ shipping date into its forecasts.
Although Apple’s iPhone X certainly amped up existing technology, many of its core elements, like a more vivid screen, are also available on Samsung phones.
Sacconaghi said that while Apple’s level of innovation is not at the level of the past five years, but it would be “overly critical” to say that Apple is not innovating at all.
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