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iPhone X Supply Estimated to Remain Extremely Tight Until Next Year Due to Earlier Production Issues

iPhone X shipments to customers will total around 20 million units through the end of the year, suggesting availability of the smartphone will be extremely tight through the holiday shopping season, according to Nikkei Asian Review.

The reduction, said to be only half of Apple's originally planned amount for this year, is reportedly due to production issues with the iPhone X's new TrueDepth camera and 3D facial recognition system that powers Face ID and Animoji.

The good news is that Apple's manufacturers have supposedly improved their yield rate, but only towards the end of September. iPhone X is currently being produced at an estimated rate of 10 million units per month.

Apple is also believed to have already started negotiations with other manufacturers over additional production of certain parts, and there is a chance that output volumes could improve rapidly, according to the report.

Today's report echoes what we've heard a seemingly countless number of times from multiple industry observers.

Yuanta Investment Consulting analyst Jeff Pu, for example, originally estimated there would be 45 million iPhone X devices available to purchase. His latest prediction has 36 million units available through the end of the year.

KGI Securities analyst Ming-Chi Kuo also cut his iPhone X shipment forecast for the fourth quarter to 25-30 million units, down from 30-35 million. He expects 2-3 million units will be shipped into distribution channels ahead of the launch.

iPhone X pre-orders begin Friday at 12:01 a.m. Pacific Time on, while the device formally launches November 3.

Related Roundup: iPhone X

Top Rated Comments

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24 months ago
How can this STILL be news? How many times do we need to be told? Supply will be tight, OK, I got it
Rating: 23 Votes
24 months ago
Same news, different day. It will be what it will be. Good luck.
Rating: 15 Votes
24 months ago
PLease, let me order mine first, I’m currently on a 6+ model. There will be more for everyone else later. Thanks.
Rating: 10 Votes
24 months ago
Tight supply, no supply, some supply, OK supply, tight supply...

At least these rumors will be done in a few days when we actually know which guess was right.
Rating: 8 Votes
24 months ago
I really don't get this type of poor analysis and news that defy common logic...
The article says that:
1. Production started July 2017
2. Main issues resolved by end of September 2017
3. Production rate now estimated at 10.000.0000 units per month.
So, how may units were produced during August and September? Since problems are resolved since end of September and the rate is 10 mil units per month, October + November + December = 30 million units + units produced during August & September. How do we get instead to this assumption that the article is based on: "iPhone X shipments to customers will total around 20 million units through the end of the year"???
Rating: 7 Votes
24 months ago

How can this STILL be news? How many times do we need to be told? Supply will be tight, OK, I got it

Have to keep the hype up.
Rating: 6 Votes
24 months ago
I was thinking about getting up at midnight and hitting refresh on the order web page about a thousand times. Just not worth the stress. I think this phone is going to have a lot of first generation type of issues. Going to wait and see on this one.
Rating: 5 Votes
24 months ago
Those are just some of the reports from recent years:

„A hiccup in the supply chain has slowed production of Apple's anticipated iPhone 6, leaving suppliers scrabbling to produce enough displays to prepare for the expected launch of the device, Reuters reported“

„KGI expects Apple to have between 1.5 and 2.5 million iPhone 6s Plus units ready to ship for September 25th.“

„Both iPhone 7 and iPhone 7 Plus might be facing supply shortage issues just weeks before their imminent arrival to the smartphone market.“

All reports sound dire. Let's just wait and see until friday.
Rating: 4 Votes
24 months ago
Hopefully I'll score at least one!
Rating: 3 Votes
24 months ago
Every year. Yawn.
Rating: 3 Votes

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