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iPhone X Supply Revised Lower Yet Again as TrueDepth System Still Faces Production Issues

A new report today yet again suggests that customers looking to get an iPhone X this year might face quite the challenge.


Jeff Pu, an analyst with Taipei-based Yuanta Investment Consulting, has cut his forecast of the number of iPhone X devices that will be produced this year from 40 million units to 36 million. It's the second time he has revised down his estimate, which originally totaled 45 million earlier this year.

The underlying reason is that Apple's suppliers are still struggling to perfect manufacturing of the iPhone X's TrueDepth camera and 3D facial recognition system, according to Japan's Nikkei Asian Review. We first heard about the production issues from KGI Securities analyst Ming-Chi Kuo a few weeks ago.

Multiple reports have claimed it has taken more time to assemble the TrueDepth system's so-called "Romeo" module than the "Juliet" module.

The "Romeo" module reportedly includes the dot projector that beams more than 30,000 invisible dots to create a precise depth map of your face, while the "Juliet" module includes the infrared camera that analyzes the pattern. Together, they help power new iPhone X features such as Face ID and Animoji.

Pu maintained his belief that the iPhone X will enter mass production in mid-October and begin to be shipped from China to the first wave of launch countries next week. iPhone X pre-orders begin Friday, October 27, just over two weeks from now. The device officially launches Friday, November 3.

Related Roundup: iPhone X


Top Rated Comments

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25 months ago
Doesn't matter. MacRumors members made it very clear as soon as the phone was announced that it's far too high priced to ever sell and no one will want to buy it. With no demand for it, supply shouldn't be an issue.
Rating: 43 Votes
25 months ago
My prediction: We're (folks on MR, because we're awesome) getting our iPhones on launch day.
Rating: 37 Votes
25 months ago
Does anyone remember when Apple didn't ship a product unless it was ready? Clearly the X is compromise after compromise.
Rating: 30 Votes
25 months ago
It will be worth the wait.

Rating: 30 Votes
25 months ago
This kind of thing would lead me to not be surprised if the X has a number of issues once released.

From the ridiculous notch, to the fail at the apple event and production issues this device seems half baked in my opinion. That said, I'd never buy the first iteration of any tech device. Let the early adopters be the beta testers.
Rating: 19 Votes
25 months ago
At what point do those who laughed in the faces of people who decided to buy the 8/Plus and wait for the XI, start eating humble pie?
Rating: 17 Votes
25 months ago

You do realize the phone is supposed to be in consumers hands in 22 days? They're supposed to manufacture 36M phones in 22 days and they haven't even perfected the TD camera and 3D facial recognition? Seems "clear" to me there will be compromises in the first round of phones.


They are struggling to perfect the manufacturing process, not the technology.
Rating: 11 Votes
25 months ago
God speed, everybody.
Rating: 10 Votes
25 months ago

At what point do those who laughed in the faces of people who decided to buy the 8/Plus and wait for the XI, start eating humble pie?


Why would they do that? Those that didn't want an 8, didn't want an 8. I didn't laugh at anyone buying an 8 -- it's good phone. But I also didn't want one being a minute update to my 7. If I can't get an X close to launch day I'll happily wait until the XI. Neither a big deal nor life changing moment. The X is a status symbol and new toy on the block, but plenty of those around.
Rating: 10 Votes
25 months ago

Good thing I got an 8+. Who knows what kind of software issues they're gonna have with this thing over the next year.

The Samsung Galaxy 8+ has truly dismal face recognition. It's essentially useless. Hope Apple is much better.


I just don't get why everyone is so quick to move away from fingerprint scanners. IT WORKS, and IT'S EASY.
Rating: 10 Votes

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