Friends and foes of Axis, over the past few months, have privately been commenting on Axis shipping delays.
Axis has confirmed this, noting:
Axis has enjoyed strong sales during the first half of 2017, stronger than we expected at the beginning of the year. This has resulted in prolonged lead times for some products. We are ramping up manufacturing and shipments of these products, and expect the delivery situation to normalize during the fall.
Axis emphasized that there were 'no production problem, just stronger sales' when IPVM asked them specifically about issues with manufacturing or components.
In this note, we examine Axis position.