This naturally creates some risk for AAPL's December Q guide. There have been numerous reports about tight supply of iPhone X OLED screens. If AAPL is unable to meet iPhone X demand and iPhone 8 sales continue their current trend, then AAPL could be at risk of guiding light. It's also possible that iPhone 8 sales improve after the iPhone X launch. It's a bit counterintuitive, but we're sure there is a segment of the market that is waiting to see the iPhone X before they make a purchase decision. If they don't see the value in iPhone X, then they may opt for iPhone 8.