Because Apple only managed to sell a record five million iPhone 5s over the weekend - not as many as Wall Street bulls thought - and admittedly can't keep up with demand, it's perceived as having component issues blamed on its new thinner, lighter, bigger in-cell touch screen, which combines the display and the touch sensor into a single part.

The dingus is made by LG Display.

Apple also pulled in Sharp but the Japanese company, hobbled by defects, couldn't get the product out before the iPhone launch according to Barclays, which thinks it will have 10 million in-cell panels available this quarter.

Barclays also think Apple could sell 45.2 million iPhones in Q3 and 170.7 million through next September.

Apple's new LTE baseband chip is eyed as another possible problem. Qualcomm is moving to a new manufacturing process and says supplies have been constrained.

UBS, for one, cut its 44 million Q4 prophecy to 38 million units but doesn't think Apple will lose customers to Android. It claims more Android users are moving to Apple than the other way around.