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.

Top Rated Comments

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34 months ago

Same same same stories each year. Just marketing spin to drum up publicity and get you to pre-order. Pattern repeats

I suppose you think Apple are holding on to millions of phones and not shipping them to customers each year too?

https://www.macrumors.com/2016/09/09/iphone-7-pre-order-shipping-estimates-slipping/

https://www.macrumors.com/2015/09/12/iphone-6s-preorders-slipping/

https://www.macrumors.com/2014/09/12/iphone-6-shipping-estimates-slipping/

https://www.macrumors.com/2013/09/21/iphone-5s-shipping-estimates-slip-to-october/
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"Ho ho ho" my ass ["design issues that led to poor facial recognition" attested by Craig Federighi]

He meant this. The iPhone X demo where Face ID fails for Craig Federighi.

Ho Ho HO! :D

Except it didn't fail, it performed exactly as it was supposed to.
Score: 26 Votes (Like | Disagree)
Avatar
34 months ago
50+ countries with 3 million projected for launch. This should be great...
Score: 17 Votes (Like | Disagree)
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34 months ago
I am not hyped. I will not buy this phone.
Score: 15 Votes (Like | Disagree)
Avatar
34 months ago
Same same same stories each year. Just marketing spin to drum up publicity and get you to pre-order. Pattern repeats

Edit : these stories get clicks - so ads - and side benefit is that Apple gets publicity
Score: 10 Votes (Like | Disagree)
Avatar
34 months ago

The video of Craig Federighi locked out of his own iPhone X speaks for itself.

Enjoy having it "perform exactly as it was supposed to." :D

He meant this. The iPhone X demo where Face ID fails for Craig Federighi.

That's the second time you have tried to spin this now. It's been iterated many times on here that the iPhone X locked Federighi out because others had used iPhone prior to him, which resulted into a back up password method. So It did it exactly as it was supposed to, but the demo itself did fail, Not Face ID.
Score: 10 Votes (Like | Disagree)
Avatar
34 months ago

The video of Craig Federighi locked out of his own iPhone X speaks for itself.

Enjoy having it "perform exactly as it was supposed to." :D

Omg, just do your research and learn what happened. It would be like someone pressing the home button several times and engaging the bio lock out. It happens to me every week with the iPhone (I hold it in my palm and trigger the Touch ID), so don't act like it's a Face ID problem. The bio lock out is there for a reason and it worked like it was supposed to. End of discussion.
Score: 8 Votes (Like | Disagree)

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