CNN has dubbed 2010 the "summer of the smartphone shortage." Indeed, this summer may go down in smartphone history for the record shortages of high-profile mobile devices that consumers are clamoring for.
At the heart of the shortage are three of the summer's most popular devices: The HTC Droid Incredible from Verizon Wireless, the HTC EVO 4G from Sprint Nextel, and, of course, Apple's controversial iPhone 4. There are also iPad shortages.
Would-be iPhone 4 owners are told to wait three weeks for their shiny new device. Verizon is telling customers it will be sometime in August before the Incredible is in stock. The HTC EVO 4G is sold out indefinitely.
Why so many shortages? And does this set the stage for Motorola to steal market share with the Droid X?
The iShortage
According to Avi Greengart, an analyst at Current Analysis, you have to look at each device individually to determine reasons for the shortfalls. In the case of the iPhone 4, Apple did well out of the gate, fulfilling more than one million units in the first few days, then selling about two million units over the course of the first week. But Apple couldn't keep up with demand.
"In Apple's case, the shortage comes from a combination of incredible demand and possible supply constraints. I don't know how many units Apple could have manufactured in time for launch. But this has by far been the strongest launch for Apple of all time," said Greengart, noting that Apple is facing a similar dilemma with the iPad.
It seems Apple expected strong sales, but not quite so strong, especially for the iPad. With the iPhone 4, the demand was just greater than Apple anticipated.
An Incredible Delay
Then there's the Droid Incredible. HTC is hindered by a constrained supply of screens from its supplier, Samsung....
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