iPhone X Production Faces Further Delays, Will Start in Mid-October

Final production on the iPhone X has yet to start, even though Apple will begin taking orders for the device in just over a month. Raymond James chip analyst Christopher Caso conducted supply chain checks this morning and then shared what he learned about Apple's production schedule in an investor's note obtained by Barron's.

According to Caso, while there were already production delays affecting the iPhone X, further delays have occurred recently. He says production is set to start in mid-October, later than earlier predictions. With additional delays, full production ramp up will be delayed into the December quarter.

iphonexcolors

Interestingly, while the industry widely anticipated a shift in iPhone ramp timing, our checks suggest there was an incremental delay in the build plans - with orders firmed up as recently as last week - shifting production more into the December quarter.

While our checks are ongoing, initial feedback from our meetings suggests that final production of iPhone X has not yet begun, with production expected to commence in mid-October. That production start is about a month later when compared to expectations a month ago, and about 2 months later than expectations at the end of June. Notably, this is consistent with commentary from Diodes last week suggesting the timing had changed since reporting June quarter results and is important as it relates to tone and expectations for the December quarter.

We've already known the iPhone X is going to be severely constrained, but hints of further delays suggest supplies could be more restricted than originally thought.

With the iPhone 8 and the iPhone 8 Plus seemingly not garnering as much interest from customers as previous smartphones launched in fall, it seems there could be quite a lot of Apple fans who are holding out for the iPhone X.

It could be months before Apple has adequate supply to meet demand for the $999 device. Reliable KGI Securities analyst Ming-Chi Kuo, for example, has said it could take well into 2018 for Apple to fill all orders.

The iPhone X will be available for pre-order on October 27, with the device to officially launch on November 3. Pre-orders will undoubtedly sell out rapidly so all but the luckiest customers may need to wait for several weeks to get their hands on one of the new flagship devices.

The iPhone 8 and 8 Plus, launching this Friday, should be readily available at retail stores around the world.

Top Rated Comments

hasanahmad Avatar
61 months ago
The chaos on pre order night will be a sight to behold
Score: 74 Votes (Like | Disagree)
Larry-K Avatar
61 months ago
That's going to make it hard for me to give these out for Halloween.
Score: 62 Votes (Like | Disagree)
akfgpuppet Avatar
61 months ago
They should have skipped releasing the 8/8+ so they can put all of their efforts into the X. A lot of people seemed to skip the iPhone 8 and are waiting on the X.
Score: 61 Votes (Like | Disagree)
Mabus51 Avatar
61 months ago
In other words, no iPhone X this year.
Score: 52 Votes (Like | Disagree)
macTW Avatar
61 months ago
I’m glad my 7plus is handling iOS 11 well. With these delays, the iPhone X basically is the 2018 release!
Score: 44 Votes (Like | Disagree)
verniesgarden Avatar
61 months ago
The 8/8+ was a pointless release.
Score: 41 Votes (Like | Disagree)

Popular Stories

apple ar headset concept 1

Apple's Headset Said to Feature 14 Cameras Enabling Lifelike Avatars, Jony Ive Has Remained Involved With Design

Friday May 20, 2022 6:50 am PDT by
Earlier this week, The Information's Wayne Ma outlined struggles that Apple has faced during the development of its long-rumored AR/VR headset. Now, in a follow-up report, he has shared several additional details about the wearable device. Apple headset render created by Ian Zelbo based on The Information reporting For starters, one of the headset's marquee features is said to be lifelike...
anker 563 dock ports

Anker's Latest USB-C Docking Station Brings Triple-Display Support to M1 Macs

Wednesday May 18, 2022 7:06 am PDT by
While Apple's early M1-based Macs can only officially support a single external display, there are ways around the limitation. Anker is launching a new 10-in-1 USB-C docking station today which delivers just that. The Anker 563 USB-C dock includes two HDMI ports and a DisplayPort port, and it leverages DisplayLink to carry multiple video signals over a single connection. Given that this hub...
apple data auction iphone privacy ad

Apple Highlights iPhone's Latest Privacy Features in New 'Data Auction' Ad

Wednesday May 18, 2022 9:00 am PDT by
Apple today shared a new ad highlighting iPhone privacy features like App Tracking Transparency and Mail Privacy Protection that are designed to give users more transparency and control when it comes to their personal data being collected. The ad revolves around a young woman named Ellie who discovers that her personal data is being sold at an auction house, with bids being placed on her...
Prosser Series 8 3

Apple Watch Series 8 Rumored to Feature New Design With Flat Display

Wednesday May 18, 2022 6:21 am PDT by
The Apple Watch Series 8 could feature an all-new design with a flat display, according to the leaker known as "ShrimpApplePro." In his latest video on the YouTube channel Front Page Tech, Jon Prosser highlighted information from ShrimpApplePro that suggests the Apple Watch Series 8 could feature a flat display in what seems to be a design originally rumored for the Apple Watch Series 7. ...
sony headphones 1

Sony's New WH-1000XM5 Headphones vs. Apple's AirPods Max

Friday May 20, 2022 12:18 pm PDT by
Sony this week came out with an updated version of its popular over-ear noise canceling headphones, so we picked up a pair to compare them to the AirPods Max to see which headphones are better and whether it's worth buying the $400 WH-1000XM5 from Sony over Apple's $549 AirPods Max. Subscribe to the MacRumors YouTube channel for more videos. First of all, the AirPods Max win out when it comes ...
iPhone 14 Purple Lineup Feature

Will the iPhone 14 Be a Disappointment?

Saturday May 21, 2022 9:00 am PDT by
With around four months to go before Apple is expected to unveil the iPhone 14 lineup, the overwhelming majority of rumors related to the new devices so far have focused on the iPhone 14 Pro, rather than the standard iPhone 14 – leading to questions about how different the iPhone 14 will actually be from its predecessor, the iPhone 13. The iPhone 14 Pro and iPhone 14 Pro Max are expected...
apple ar headset concept 2

Apple's AR/VR Headset Nearing Completion as Board Gets Demo

Thursday May 19, 2022 9:52 am PDT by
Apple last week demonstrated its upcoming AR/VR headset to Apple board members, indicating that the device is in an advanced stage of development and could see a debut in the not too distant future, reports Bloomberg. Apple has also ramped up development of the software that runs on the headset, with that software expected to be called "RealityOS," or rOS for short. Render via designer Ian ...