Ming-Chi Kuo: iPhone X Production Currently Just <10K Units Per Day, Blush Gold Color May Launch Later

KGI Securities analyst Ming-Chi Kuo issued a research note to investors today in which he said Apple's current iPhone X production totals less than just 10,000 units per day. For this reason, Kuo anticipates the iPhone X will remain in "severe short supply for a while" following its expected launch later this month.

iphone8dummymodeltrio
Kuo also anticipates that the so-called "Blush Gold" colored iPhone X will encounter some production problems and will initially be available only in "extremely low volume." He said there is even a chance that the gold version will go on sale at a later date than the other colorways, which are rumored to be silver and black.

Here's the excerpt from Kuo's research note obtained by MacRumors:

Due to component supply constraints, we estimate current production of the OLED iPhone at less than 10k units per day, which means the model will remain in severe short supply for a while. Furthermore, we estimate that the gold version of the OLED iPhone will encounter some production problems and will initially be available only in extremely low volume. There is even a chance that the gold version will go on sale at a later date than the other versions. However, we believe these shipment delays will have a limited impact on the shares of Apple and its supply chain members.

Apple is expected to unveil the iPhone X, a new Apple TV with 4K video, and Apple Watch Series 3 models with LTE at its first-ever event at Steve Jobs Theater tomorrow. Join us at 10:00 a.m. Pacific Time for complete coverage.

Related Forum: iPhone

Popular Stories

maxresdefault

Where's the New Apple TV?

Monday December 22, 2025 11:30 am PST by
Apple hasn't updated the Apple TV 4K since 2022, and 2025 was supposed to be the year that we got a refresh. There were rumors suggesting Apple would release the new Apple TV before the end of 2025, but it looks like that's not going to happen now. Subscribe to the MacRumors YouTube channel for more videos. Bloomberg's Mark Gurman said several times across 2024 and 2025 that Apple would...
iPhone Top Left Hole Punch Face ID Feature Purple

iPhone 18 Pro Launching Next Year With These 12 New Features

Tuesday December 23, 2025 8:36 am PST by
While the iPhone 18 Pro and iPhone 18 Pro Max are not expected to launch for another nine months, there are already plenty of rumors about the devices. Below, we have recapped 12 features rumored for the iPhone 18 Pro models. The same overall design is expected, with 6.3-inch and 6.9-inch display sizes, and a "plateau" housing three rear cameras Under-screen Face ID Front camera in...
airpods color prototypes

Apple Tested AirPods in Bright Colors

Saturday December 27, 2025 6:06 am PST by
Apple reportedly tested a version of the first-generation AirPods with bright, iPhone 5c-like colored charging cases. The images, shared by the Apple leaker and prototype collector known as "Kosutami," claim to show first-generation AirPods prototypes with pink and yellow exterior casings. The interior of the charging case and the earbuds themselves remain white. They seem close to some...
iOS 26

iOS 26.2 Adds These 8 New Features to Your iPhone

Monday December 22, 2025 8:47 am PST by
Earlier this month, Apple released iOS 26.2, following more than a month of beta testing. It is a big update, with many new features and changes for iPhones. iOS 26.2 adds a Liquid Glass slider for the Lock Screen's clock, offline lyrics in Apple Music, and more. Below, we have highlighted a total of eight new features. Liquid Glass Slider on Lock Screen A new slider in the Lock...
maxresdefault

Hands-On With a Rough iPhone Fold Mockup

Monday December 29, 2025 10:55 am PST by
Apple is rumored to be introducing a foldable iPhone in September 2026, and since it will bring the biggest form factor change since the iPhone was introduced in 2007, curiosity about the design is high. A 3D designer created an iPhone Fold design based on rumors, and we printed it out to see how it compares to Apple's current iPhones. Subscribe to the MacRumors YouTube channel for more ...
top stories 2025 12 27

Top Stories: iPhone Fold Mockup, Where's the New Apple TV?, and More

Saturday December 27, 2025 6:00 am PST by
Merry Christmas and Happy Holidays from MacRumors! News in the Apple world has unsurprisingly been relatively slow over the past week, but Apple's upcoming foldable iPhone managed to make its way back into the news, while we also shared updates on current and future Apple TV news. iOS 26.3 will be bringing some new features, particularly for users in the EU, so we'll look for additional...
Apple Wallet ID Illinois

Apple Plans to Expand iPhone Driver's Licenses to These 7 U.S. States

Wednesday December 24, 2025 8:40 am PST by
In select U.S. states, residents can add their driver's license or state ID to the Apple Wallet app on the iPhone and Apple Watch, and then use it to display proof of identity or age at select airports and businesses, and in select apps. The feature is currently available in 13 U.S. states and Puerto Rico, and it is expected to launch in at least seven more in the future. To set up the...
maxresdefault

10 Mac Apps Worth Trying in 2026

Wednesday December 24, 2025 9:27 am PST by
2026 is almost upon us, and a new year is a good time to try out some new apps. We've rounded up 10 excellent Mac apps that are worth checking out. Subscribe to the MacRumors YouTube channel for more videos. Alt-Tab (Free) - Alt-Tab brings a Windows-style alt + tab thumbnail preview option to the Mac. You can see a full window preview of open apps and app windows. One Thing (Free) -...

Top Rated Comments

scott911 Avatar
108 months ago
my box of crayolas says that's "Copper"
Score: 26 Votes (Like | Disagree)
jmgregory1 Avatar
108 months ago
If true, 10k per day isn't a supply constraint, it's a model that can't be released. If you extrapolate out, with their starting production in the last 30 days, that's 300k units for launch. There is no way they would offer it for sale if that's what they're sitting on now.

Maybe with 3m units on hand, but then they'd need to be producing ~1m units per day to satisfy what I expect will be initial demand of 30m units in the first 30 days.
Score: 21 Votes (Like | Disagree)
JaySoul Avatar
108 months ago
Make it seem scarce.

That makes people want it more, and ultimately more forgiving of an exorbitant price tag.
Score: 16 Votes (Like | Disagree)
TechnicallyTee Avatar
108 months ago
Well I just plan on doing what I normally do which means waking up to order at 3am and just see what day I get. Is what it is.
Score: 12 Votes (Like | Disagree)
iPhaithful Avatar
108 months ago
Someone should invent a drinking game where everytime the phrase "KGI Securities analyst Ming-Chi Kuo" is mentioned we take a shot.
Score: 9 Votes (Like | Disagree)
Statusnone88 Avatar
108 months ago
As long as I can get a 256GB iPhone X in “black”, all is good.
Score: 7 Votes (Like | Disagree)