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 set to release iOS 18.2 in early December, bringing the second round of Apple Intelligence features to iPhone 15 Pro and iPhone 16 models. This update brings several major advancements to Apple's AI integration, including completely new image generation tools and a range of Visual Intelligence-based enhancements. There are a handful of new non-AI related feature controls incoming as...
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models simultaneously, which is why we sometimes get rumored feature leaks so far ahead of launch. The iPhone 17 series is no different – already we have some idea of what to expect from Apple's 2025 smartphone lineup.
If you plan to skip...
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch for 10 more months, there are already plenty of rumors about the devices.
An imaginative iPhone 17 Pro concept based on rumors
Below, we recap key changes rumored for the iPhone 17 Pro models so far:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro ...
Black Friday 2024 is over, but you can still find great deals on numerous Apple devices this weekend. Right now, this includes big savings on AirPods, Apple Watch, MacBook Air, iPad, and more.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.
Specifically, in...
On this week's episode of The MacRumors Show, we discuss the recently leaked design of the iPhone 17 "Air" and iPhone 17 Pro.
Subscribe to The MacRumors Show YouTube channel for more videos
Earlier this week, a report from The Information's Wayne Ma revealed that the iPhone 17 Air will have a thickness of between 5mm and 6mm, which would make it the thinnest iPhone ever. In comparison, iPhone ...
Despite being released over two years ago, Apple's AirPods Pro 2 continue to dominate the wireless earbud market. However, with the AirPods Pro 3 expected to launch sometime in 2025, anyone thinking of buying Apple's premium earbuds may be wondering if the next generation is worth holding out for.
Apart from their audio and noise-canceling performance, which are generally regarded as...
Black Friday is over, but you can still find great savings on streaming memberships this weekend as we head into Cyber Monday. Some of the biggest services have great discounts for new and select returning members, including Disney+, Hulu, Paramount+, and Peacock.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a...
Apple is expected to kick off 2025 by launching an all-new smart home hub, also referred to as a "command center," as early as March.
The hub is expected to feature around a six-inch display that can be attached to a tabletop base with a speaker, or mounted on a wall. The device is said to run a new "homeOS" operating system with a customizable widget-focused home screen, and it is expected...
Black Friday is over, but you can still find great prices on numerous iPads, including the 9th generation iPad, 10th generation iPad, iPad Air, and iPad mini.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.
Best iPad Deals
9th Gen iPad (64GB Wi-Fi) - $199.99...
