KGI: iPhone X Production Woes Ending, but Only 2–3 Million Units Available for Launch
With just one week to go until pre-orders for the iPhone X begin, KGI Securities analyst Ming-Chi Kuo has released a new report indicating that the "worst [will] soon [be] over" with regards to production difficulties.
According to Kuo, the biggest hurdle has likely been the flexible printed circuit board (FPCB) for the device's antenna, due to increased complexity and initial supply chain partner Murata's inability to meet specifications.
Special materials, recipes, design, processes, equipments and tests are required for antenna FPCB, as the specifications for iPhone X antenna (supplied by Amphenol (US)) are higher than those of iPhone 8 and only Murata (JP) and Career Tech (6153 TT, NT$30.1, NR) can meet Apple's requirements. Murata (originally with a 60% order allocation or higher) won't be able to resolve its issues before 2Q18, and thus has been fully replaced by second supplier Career. We believe Career will ramp up in November, as capacity expansion takes time, and its materials, recipes, design, processes, equipments and tests are different from those of Murata.
A secondary bottleneck appears to have been the FPCB for the wide-angle rear camera lens. Unlike competing dual-lens camera smartphones from Samsung and Huawei, the iPhone X's wide-angle and telephoto lenses use separate PCBs, and supplier Interflex has reportedly struggled with quality issues on the part for the wide-angle lens.
The third bottleneck that has received signifcant attention in recent weeks is the TrueDepth camera's infrared dot projector, or the "Romeo" component. According to Kuo, previous design issues that led to poor facial recognition have been addressed and the "worst is behind us."
Overall, Kuo is cutting his iPhone X shipment estimates for the fourth quarter to 25–30 million units, down from 30–35 million, and he expects that 2–3 million units will be shipped into distribution channels ahead of the launch. As a result, initial supplies will be very tight, as has been extensively rumored. Kuo says shipments will "pick up markedly" in the first quarter of 2018.
Popular Stories
Apple is planning some of the "biggest iOS and macOS redesigns in its history," according to Bloomberg's Mark Gurman.
In his Power On newsletter today, Gurman reiterated that iOS 19 will have a visionOS-like design with more transparent interfaces:The new interfaces will adopt the design principles introduced in visionOS, the software for Apple's Vision Pro headset. That includes greater...
If you've been following iPhone rumors over the last few years, you may remember reading reports that Apple flirted with the idea of introducing a super high-end "Ultra" model that would either replace its Pro Max device or sit above it in Apple's smartphone hirearchy. These reports appeared in the pre-launch iPhone 15 and iPhone 16 rumor cycles, but ultimately came to nothing. Now though, the...
While the so-called "iPhone 17 Air" is not expected to launch until September, there are already plenty of rumors about the ultra-thin device.
Overall, the "iPhone 17 Air" sounds like a mixed bag. While the device is expected to have an impressively thin and light design, rumors indicate it will have some compromises compared to iPhone 17 Pro models, including only a single rear camera, a...
Apple prototyped a larger ultra-slim iPhone 17 Air with a 6.9-inch display, but ultimately decided not to go ahead with the device because of fears that it could be susceptible to bending, according to a new report.
Bloomberg reporter Mark Gurman, writing in his latest Power On newsletter:
When it first started work on the phone, it prototyped a device with a 6.9-inch screen — matching...
In an investor research note today with British bank Barclays, analyst Tim Long said Apple's first foldable iPhone could have a starting price in the $2,300 range in the United States, which would make it by far the most expensive iPhone model ever.
If the first foldable iPhone starts at $2,299, that means it would cost nearly twice as much as the iPhone 16 Pro Max, which starts at $1,199.
...
Bloomberg's Mark Gurman today shared some new details about the rumored iPhone 17 Air.
In his Power On newsletter, Gurman said he was told that the device may start at roughly $899 in the U.S., which means that it would occupy the same price point as the iPhone 16 Plus. This would make sense, as it has been widely rumored that the Air model will take over the Plus model's spot in the iPhone...
The iOS 18.3.2 update that Apple released last week appears to have broken iCloud Mail for some users. There are multiple complaints on Reddit and the MacRumors forums from users who say that iCloud Mail is not able to push new iCloud emails to their iPhones after the iOS 18.3.2 update.
Affected users say that despite having the correct settings enabled, new iCloud emails are not showing up...
Apple considered launching the iPhone 17 Air without a USB-C charging port, according to Bloomberg's Mark Gurman.
In his Power On newsletter today, Gurman said that while Apple ultimately decided against making the iPhone 17 Air its first iPhone model without a charging port, the idea is still on the table for future iPhone models.
He said the iPhone 17 Air will "foreshadow a move to...
