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Ming-Chi Kuo Says iPhone X's TrueDepth Production Issues Stabilizing, Won't Affect Next Year's Models

Sunday October 29, 2017 9:08 am PDT by Joe Rossignol
While the iPhone X has reportedly faced production issues related to the TrueDepth camera, resulting in shipment delays, respected analyst Ming-Chi Kuo said supply of components for the facial recognition system is now stable.


In a research note with KGI Securities, obtained by MacRumors, Kuo added that Apple won't "repeat the mistake" of delayed production with next year's iPhone models, which he predicts will "arrive on time" under "stable supply."
Apple won't repeat the mistake of supply disruption & delayed production as seen with iPhone X. We believe shipments of new 2H18F iPhones will arrive on time under stable supply in late 3Q18F. And given no major spec upgrade of TrueDepth camera on these new models, we believe Apple will continue to use the same WLO for dot projector and 4P lens of infrared camera as iPhone X. We believe the supply of both components are now stable, leaving no need to switch to other solutions.
Kuo expects new iPhone models launching in the second half of 2018 to adopt the same wafer level optics for the TrueDepth system's dot projector, and the same 4P lens for the infrared camera, as the iPhone X.

iPhone X pre-orders began on Friday at 12:01 a.m. Pacific Time, and shipping estimates have remained at 5-6 weeks since a few hours after that time.

Tags: KGI Securities, Ming-Chi Kuo, TrueDepth
[ 151 comments ]

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SR71
26 months ago
Lol wait, so now Kuo is saying supply is stable? Last week he was saying it was still going to be horrible and delays would cause people to have to wait till 2018 to get their iPhone X. Now he's saying supply is stable. All he's doing now is backtracking and acting like he was right all along. Such BS.
Rating: 46 Votes
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840quadra
26 months ago
Another obvious resolution by Kuo. Apple learns from previous experiences. Can’t see how this is any different from how TouchID production improved over time.
Rating: 26 Votes
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Aluminum213
26 months ago
So in other words, let the guinea pigs deal with the mess that’s going to be the iPhone X and wait for the iPhone 11 next year
Rating: 23 Votes
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iPhonefan200
26 months ago
see he's trying to smootly recover from the " you won't see your X till february ". 5/6 weeks for late orders. the usual for Apple, didn't believe him from the start.
Rating: 20 Votes
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840quadra
26 months ago

Yup 2018 iPhones are going to be kick ass. Any Face ID and Oled issues would've been sorted out.

What OLED issues are you expecting? Samsung has been making them for years, so curious what issues you are expecting in the X?
Rating: 17 Votes
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BruceEBonus
26 months ago
Not(ch) the most enthralling story this week
Rating: 15 Votes
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shyam09
26 months ago

Another obvious resolution by Kuo. Apple learns from previous experiences. Can’t see how this is any different from how TouchID production improved over time.

September 2018: Ming Chi Kuo predicts that iPhone shipments will be on short supply.
Rating: 13 Votes
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zombierunner
26 months ago
Yup 2018 iPhones are going to be kick ass. Any Face ID and Oled issues would've been sorted out.
Rating: 11 Votes
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Bazooka-joe
26 months ago
Yep Apple are going to upset a lot of people because more than likely Apple will release the XI in September and the guys on Apples upgrade programme will have to wait until November unless they sell their phones and pay the contract off.
Rating: 9 Votes
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jft94
26 months ago
I don't know why people 100% believe him anyway. The iPhone X delivery windows are nowhere near as bad as he said they would be.
Rating: 9 Votes

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