AllThingsD heard from sources at cell phone carriers that Apple's iPhone 5s will be in severe short supply on its Friday launch:
“We will have grotesquely unavailable inventory,” was how one carrier source put it.
A source at a second carrier also complained of extremely disappointing shipments from Apple, but said that demand for the high-end iPhone may also be slightly less than initially thought, too. Apparently it is the colors of the iPhone 5c that seem to have captured more customer’s eye.
The report doesn't mention an exact reason for the low supply, but a story by DigiTimes adds that the new lens module for both the iPhone 5s and 5c is sufering from poor yield rates.