Supplies of the smaller phone are catching up to demand. The larger, not so much.
How strong is demand for the new iPhones, and how well is Apple meeting it?
Piper Jaffray analyst Gene Munster and his team took a first step toward answering those questions by surveying 230 iPhone stores—134 Apple Stores in the U.S. and 96 China Unicom stores in, uh, China.
Munster shared his results in a note to clients Sunday, and I've turned the data into the pair of interactive charts below. They show supplies of the iPhone 7 catching up to demand in the U.S., but not the iPhone 7 Plus. Both models remain in short supply in China.
"The limited supply of the iPhone 7 Plus should bode well for the Dec quarter outlook," writes Munster, "as demand shifts from September to December."