The love-child of HTC’s Passion and Verizon’s Droid moniker (please don’t sue us LucasFilms) is  beginning to feel more like a red-headed stepchild than a flagship device. Per Verizon’s website, new orders placed for the Droid Incredible won’t ship until August 3rd. While this is most likely for the same reason as previous delays (Shortage of Samsung AMOLED displays), Verizon previously claimed that demand would be “satisfied” some time in July.


This new setback indicates either that demand for the Incredible is continuing to exceed capacity, or that Verizon and HTC have faced a new, unannounced setback. Unfortunately, neither bodes well for those still waiting for their devices.

The former seems highly unlikely given the Droid X’s popularity. If demand for the Incredible continues to remain high, or even increase, it would place the phone in direct competition with Motorola's Droid X. Given Verizon's decision to allow customers with back-ordered Incredibles to switch to the Droid X, HTC would be taking a huge risk in increasing production of the device when it is clear Verizon has chosen their flagship handset. It would be an unwinnable battle, and one which would steal thunder from Verizon and Motorola’s “real” Droid-line phones.

Far more likely, Samsung’s AMOLED manufacturing capacity has shifted to cover demand for its own very popular Galaxy S, which sports an S-AMOLED screen. Given that Samsung and HTC are now competing in the same market-niche due to the release of the Galaxy S, it certainly is possible Samsung has started playing hardball with their mobile handset manufacturing neighbor to the South. If Samsung has slowed shipment of its AMOLED displays to a trickle, HTC may be forced to discontinue the Incredible sooner than expected, and Verizon may continue experiencing (possibly indefinite) delays.

This is all, of course, speculation.

What do you think? Is Verizon covering their assets, or are HTC and Samsung locked in an epic AMOLED battle? Let us know your thoughts below.

Credit: Verizon Web Store via Unwiredview

David Ruddock
David's phone is whatever is currently sitting on his desk. He is an avid writer, and enjoys playing devil's advocate in editorials, and reviewing the latest phones and gadgets. He also doesn't usually write such boring sentences.

  • Eric

    HTC should have never relied on a direct competitor like Samsung for their screens in the first place and the move to Sony should have taken place long before it did.
    Maybe the X will be a great device, but Moto's history off cheap flimsy products won't have me leaving the HTC camp anytime soon. And no, I don't consider Sony a legitimate competitor in the "Super" Smart Phone arena.

    • JAG

      The problem with MOTO was always their software, MOTOROLA have always had the BEST MATERIAL.

  • dr4stic

    I would really hope they wouldn't simply discontinue the D-Inc. Verizon should have at least 1 keyboardless phone in it's stable that isn't just a miniature tablet. With the size of phones these days, not everyone wants to carry something that's flat and large, or small and thick (keyboard). Sure they have some old phones that fit the bill, but the D-Inc has/had a nice speedy CPU.

    If they drop the D-Inc, what would fill that gap?

  • Rob

    Hearing about the problems HTC is having with the D-Inc, now makes me wonder about the delays in production for the HTC EVO 4G which is backordered as well. This is really starting to smell like a production problem caused by a disrupted supply chain and unfortunately Sprint and Verizon seem content on remaining very tight lipped on the subject; that is until shipping dates start to move farther and farther out and customers form their own assessments of the situation. Not good at all.

    • http://www.AndroidPolice.com Artem Russakovskii

      At least we know the EVO problems are not linked to AMOLED... and it's at least available sometimes, unlike the Incredible.

      But yeah, Apple's production capabilities, for example, are unmatched. However, they only produce 1 phone at a time, while HTC makes like 20.

      Plus shortages produce more hype and pseudo-demand ;)

  • Jesse

    Does it make a difference? I ordered mine online back in June and recieved it 3 weeks later. I love it and can't waite for the Froyo update. People just don't know how to delay their gratification.

    HTC Incredible: 3-4 Week wait
    Motorola X: 2-3 Week wait
    iPhone 4: No thanks