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.

iphone x london 2
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.

Related Forum: iPhone

Top Rated Comments

Jsameds Avatar
65 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/
[doublepost=1508483281][/doublepost]
"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)
lordofthereef Avatar
65 months ago
50+ countries with 3 million projected for launch. This should be great...
Score: 17 Votes (Like | Disagree)
Mr. Donahue Avatar
65 months ago
I am not hyped. I will not buy this phone.
Score: 15 Votes (Like | Disagree)
MH01 Avatar
65 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)
44267547 Avatar
65 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)
SwissGuy93 Avatar
65 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)

Popular Stories

apple watch ultra deuglify 1

Apple Watch Ultra User Mods Titanium Casing to 'Deuglify' Design

Tuesday September 27, 2022 8:05 am PDT by
An Apple Watch Ultra user has modified their new device's casing to add a brushed finish and remove the orange color of the Action Button in an effort to make it more visually appealing. The Apple Watch Ultra offers the first complete redesign of the Apple Watch since the product line's announcement in 2014, and while the design has been met with praise from many users, some have criticized...
Dark Sky App Featured

Dark Sky Removed From iOS App Store Ahead of Upcoming Shutdown

Wednesday September 28, 2022 4:27 pm PDT by
The Dark Sky weather app that's owned by Apple is no longer available for download in the U.S. App Store, suggesting that it has been removed ahead of schedule. Apple acquired Dark Sky back in March 2020 and has since incorporated elements of the app into the Weather app available on the iPhone (and soon, the iPad). Dark Sky remained available for purchase as a standalone weather app...
iphone 14 pro max vs 13 max 2

Camera Comparison: iPhone 14 Pro Max vs. iPhone 13 Pro Max

Thursday September 29, 2022 7:44 am PDT by
The iPhone 14 Pro and Pro Max introduce some major improvements in camera technology, adding a 48-megapixel lens and low-light improvements across all lenses with the new Photonic Engine. We've spent the last week working on an in-depth comparison that pits the new iPhone 14 Pro Max against the prior-generation iPhone 13 Pro Max to see just how much better the iPhone 14 Pro Max can be. Subscrib ...
apple watch ultra hammer test

YouTuber Tests Apple Watch Ultra Durability With a Hammer: Table Breaks Before the Watch

Sunday September 25, 2022 2:27 pm PDT by
A YouTuber has put Apple's claims for the durability of the Apple Watch Ultra to the test by putting it up against a drop test, a jar of nails, and repeated hits with a hammer to test the sapphire crystal protecting the display. TechRax, a channel popular for testing the durability of products, first tested the Apple Watch Ultra by dropping it from around four feet high. The Apple Watch...
tony blevins car

Apple Procurement VP Departs Company After Vulgar TikTok Comment

Thursday September 29, 2022 12:38 pm PDT by
Tony Blevins, Apple's vice president of procurement, is set to depart the company after he made a crude comment about his profession in a recent TikTok video, reports Bloomberg. Blevins was in a video by TikTok creator Daniel Mac, who was doing a series on the jobs of people he spotted with expensive cars. After seeing Blevins in an expensive Mercedes-Benz SLR McLaren, Mac asked Blevins what ...
iPhone 14 Pros in Hand Black Background Feature

Verizon iPhone 14 Pro Customers Reporting Cellular Connection Issues

Monday September 26, 2022 6:23 am PDT by
iPhone 14 Pro customers on the Verizon network in the U.S. are reporting issues with slow and unreliable 5G cellular connections and calls randomly dropping. Several threads on Reddit (1,2,3) and the MacRumors forums chronicle issues faced by Verizon customers and Apple's latest iPhone. According to user reports, signal strength on the iPhone 14 Pro is unreliable and weak, while other...
iPhone 15 to Switch From Lightning to USB C in 2023 feature sans arrow

Kuo: iPhone 14 Pro Max Popularity Could Lead to More Differentiation Between iPhone 15 Pro and iPhone 15 Pro Max

Wednesday September 28, 2022 10:22 am PDT by
Apple has seen high demand for the 6.7-inch iPhone 14 Pro Max, which could lead the company to further differentiate the next-generation iPhone 15 Pro and Pro Max, according to Apple analyst Ming-Chi Kuo. Apple could add exclusive features to the iPhone 15 Pro Max in an effort to encourage more people to purchase the larger and more expensive device. Kuo last week said that Apple asked...
iPhone 14 Pro Sports Scores Dynamic Island

iPhone 14 Pro Features Live Sports Scores in Dynamic Island on iOS 16.1

Monday September 26, 2022 7:52 am PDT by
Earlier this month, Apple announced that iOS 16.1 will enable a new Live Activities feature that allows iPhone users to stay on top of things that are happening in real time, such as a sports game or a food delivery order, right from the Lock Screen. On the iPhone 14 Pro and Pro Max, Live Activities also integrate with the Dynamic Island. Premier League match in Dynamic Island via Paul Bradford ...
iOS 16

Everything New in the Latest iOS 16.1 and iPadOS 16.1 Betas: Stage Manager Expansion, Wallpaper Tweaks and More

Tuesday September 27, 2022 11:36 am PDT by
Apple today released new betas of iOS 16.1 and iPadOS 16.1 to developers, tweaking some of the functionality that's been introduced in prior betas and in the case of iPadOS 16.1, adding a major new feature to Stage Manager. We've rounded up everything new in both betas below. Wallpaper Updates Apple has updated the Wallpaper section of the Settings app to allow users to swap between...
General iOS 16 Feature Yellow

Some iOS 16 Users Continue to Face Unaddressed Bugs and Battery Drain Two Weeks After Launch

Monday September 26, 2022 7:34 am PDT by
Today marks exactly two weeks since Apple released iOS 16 to the public. Besides the personalized Lock Screen, major changes in Messages, and new features in Maps, the update has also seen its fair share of bugs, performance problems, battery drain, and more. After major iOS updates, it's normal for some users to report having issues with the new update, but such reports usually subside in...