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'Severe supply shortages': The iPhone 8 sounds like it will be hard to find (AAPL)

Here's the state of the current rumors about what to expect from the new iPhones this fall:

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Apple is expected to launch a redesigned iPhone this fall, with a screen that covers nearly the entire front of the device.

But it's increasingly sounding as if that redesigned iPhone may be delayed past Apple's traditional September launch period.

The companies that make parts for Apple are suggesting that production of Apple's redesigned "OLED" iPhone might not start until October or November, as opposed to August and September, as in previous years.

"eliable analyst Ming-Chi Kuo writes in a note seen by MacRumors.

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"In other words, severe supply shortages may persist for a while after the new models are launched, capping total shipments of new iPhones in 2H17," the KGI Securities analyst continues.

Drexel Hamilton analyst Brian White has previously suggested that the OLED iPhone 8 could be delayed by several weeks, due to production challenges around Apple's next-generation camera.

But in this scenario, Apple would only put the two iPhone 7 successors on sale shortly thereafter, forcing customers to wait for or pre-order the high-end iPhone 8.

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