Just noticed that the Apple online store now says it takes 1-2 weeks to ship an iPhone 3GS. I think this just changed from 5-7 days shipping.
Is Apple having supply problems again with the 3GS model? Or perhaps Apple is saving supply for a China launch? Or using production capacity to make iPod touches?
The news today that Foxconn can only produce iPhones at the rate of about 4 million per month shows how constrained Apple’s production is. Demand is far, far higher.
The discussion about iPhone vs. Android share is usually framed around questions of demand or distribution, but may really be a question of production capacity right now.