TrueDepth Camera System is Primary Reason for Slow iPhone X Production

Following a report claiming Apple's suppliers are shipping only about 40 percent of the components originally planned for initial production of the iPhone X, a new report suggests the TrueDepth camera is the primary bottleneck.


The word comes from KGI Securities analyst Ming-Chi Kuo, who said the facial recognition system is "far more complex" than those on competing devices, which is making it challenging for Apple to achieve mass production.

An excerpt from Kuo's research note obtained by MacRumors:

TrueDepth camera may be main production bottleneck of iPhone X ramp. The 3D sensing (TrueDepth camera) on iPhone X is composed of a structured-light system, time-of-flight system and a front-facing camera, which represents a far more complex structure than those of rivals. It will therefore be harder to achieve mass production. While we project iPhone X will see output ramp up meaningfully in mid/ late October, tight supply may only start to ease in 1H18F due to strong demand.

Kuo said shipments of iPhone X components will likely ramp up in mid to late October. Given pre-orders begin October 27, with in-store availability starting November 3, all signs point towards the iPhone X being in extremely short supply.

Kuo believes iPhone X pre-orders have the potential to exceed 40-50 million units, so it's clear the device won't achieve supply-chain balance for quite awhile.

Top Rated Comments

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36 months ago
Presumably if I pre-order early on the 17th I'll get one a few weeks before the iPhone 11 launches?
Score: 33 Votes (Like | Disagree)
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36 months ago
doesn't apple have like $200 billion in the bank? like jesus christ buy some factories, companies, or whatever to get production what it needs to be smh
Score: 29 Votes (Like | Disagree)
Avatar
36 months ago
40-50 million of PreOrders would honestly be just insane. We're talking 40-50 Billions of sales....

It'll be a hell of fun this year to watch the launch day crazyness, scalpers, etc.
[doublepost=1506350259][/doublepost]

doesn't apple have like $200 billion in the bank? like jesus christ buy some factories, companies, or whatever to get production what it needs to be smh

That is like saying "hey, why Samsung can't just go out and buy someone who can make a phone better than the iPhone?"

At the moment they are probably the only ones on earth who have the know-how to manufacture the thing. They are probably literally learning how the thing can be made, there's no manual for this type of stuff. They can't just hire an expert, they are the experts.
Score: 26 Votes (Like | Disagree)
Avatar
36 months ago
Something must have happened where they decided later than normal that they wanted to do Face ID over Touch ID. The fact that the couldn't get Touch ID underneath the screen forced them to use their backup technology that they may have been planning for future iPhones, but not for the X
Score: 15 Votes (Like | Disagree)
Avatar
36 months ago

Money can’t overcome physics. If something is hard to make correctly, sometimes you just have to take your time.

Wrong forum for logic.
Score: 12 Votes (Like | Disagree)
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36 months ago

So get this, the design model that should of been the choice for ALL the iPhones this year is delayed due to a "feature" literally no one wanted or asked for.
LOL

Before the iPhone, nobody wanted the iPhone...
Score: 10 Votes (Like | Disagree)

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