Component Demand for iPhone X Said to Be Weakening as Production Yield Rates Improve

by

The surge in component orders for the iPhone X over the last couple of months appears to be coming to an end, based on information coming out of the upstream supply chain. Component shipments for the iPhone X weakened in November, according to sources on Friday, following strong demand in September and October.

With demand for key component not growing as strong as expected, the sources are concerned that Apple may reduce its iPhone X shipment target for the first quarter of 2018. The sources pointed out that Apple's component orders for the iPhone X in November were around 30% lower than its earlier forecast.

The weakened component demand reflects improved yield rates for iPhone X production, which saw Apple's global shipping estimates continue to improve in November, dropping from between 3 and 4 weeks, to 1 and 2 weeks. In the United States and in Europe, iPhone X models ordered today arrive in around a week.

Apple suppliers such as Largan Precision and Catcher Technology have seen revenues slow or begin to decline month on month, respectively. Touch panel supplier General Interface Solution (GIS), which originally expected its sales momentum to continue into 2018, also suffered a sequential decline in November revenues.

Sources expect iPhone X shipments in January and February to be similar as that seen in November 2017, before declining sharply in March. Overall, shipments are expected to be down by around 30 percent sequentially in the first quarter of 2018 because of seasonality and fewer working days caused by the Lunar New Year holidays.

At the same time, DigiTimes' sources believe Apple's iPhone shipments in the first quarter of 2018 may still be better than those recorded in the same period of 2017.

Top Rated Comments

(View all)
Avatar
35 months ago
It's not the super cycle phone Apple predicted because it cost too much and adds nothing special over older iPhones that produce the same experience.

My SE runs the same IOS at 1/3 the cost.
Score: 17 Votes (Like | Disagree)
Avatar
35 months ago

But do you have Animoji?

no need to pay $ 1000 for gimmicks.
Score: 16 Votes (Like | Disagree)
Avatar
35 months ago

It's not the super cycle phone Apple predicted because it cost too much and adds nothing special over older iPhones that produce the same experience.

My SE runs the same IOS at 1/3 the cost.

But do you have Animoji?
Score: 10 Votes (Like | Disagree)
Avatar
35 months ago
Millennials are probably spending their iPhone X cash on Bitcoin instead.
Score: 9 Votes (Like | Disagree)
Avatar
35 months ago

Smart phones have had their day. They’re the next tablet where sales will drop by 50%. They’re just not compelling anymore. I just upgraded to an iPhone 6 Plus just because a relative had one lying around.

I’ll upgrade to next years iPhone X Plus and I really doubt I’ll buy another phone for 5-10 years after that.

And yes, it needs to be cheaper. I’ll buy it for a $1000 but that means I won’t replace it anytime soon at all.

Pretty much this.

I have a 6S and while I’ve been impressed with the X the more I have seen it (a co-worker just got his), it just doesn’t do anything that makes me really see a major improvement in what I do. I don’t find myself wanting for more speed on my phone—which is not to say I wouldn’t notice or appreciate a bump but rather that I don’t feel inhibited by the current device.

And this isn’t a knock on innovation either. It’s the reality of a mature product. The improvements from generation to generation used to feel more drastic. Now they feel more iterative, but beyond that we’ve passed a certain threshold where these devices are solid. I hear people cry about “something revolutionary” but basically no one has any idea what.

I doubt I’ll swap out this phone until it dies or I use it to replace a family member’s and upgrade then.

At this point the only device I can see Apple releasing that I would buy purely out of want would be a phone the size of the SE with the display of the X (i.e. no home button). I like the form factor of the 6 okay, but still prefer the smaller 5S. I would have picked up and SE if not for the first gen TouchID.
Score: 7 Votes (Like | Disagree)
Avatar
35 months ago

The idea that your SE offers the same experience is laughable at best. lol.

Phone calls, texts, emails, social media, so I am not sure what you’re saying? Your response is laughable at best LMFAO!
Score: 6 Votes (Like | Disagree)

Top Stories

Apple Announces New 27-Inch iMac With 10th-Gen Processors, Up to 128GB RAM, 1080p Webcam, True Tone, and More

Tuesday August 4, 2020 8:07 am PDT by
Apple today announced a new 27-inch iMac with faster 10th-generation Intel Core processor options, next-generation AMD graphics, up to 128GB of RAM, a higher-resolution 1080p front-facing FaceTime camera, a True Tone display with a nano-texture glass option, a T2 chip, higher fidelity speakers, studio-quality microphones, and more. A breakdown of the new 27-inch iMac's features and specs:10th...

8 Third-Party Home Screen Widgets That You Can Try Out Now on iOS 14

Wednesday August 5, 2020 12:56 pm PDT by
One of the biggest new features of iOS 14 is Home Screen widgets, which provide information from apps at a glance. The widgets can be pinned to the Home Screen in various spots and sizes, allowing for many different layouts. When the iOS 14 beta was first released in June, widgets were limited to Apple's own apps like Calendar and Weather, but several third-party developers have begun to test ...

Everything New in iOS 14 Beta 4: Apple TV Widget, Search Improvements, Exposure Notification API and More

Tuesday August 4, 2020 11:14 am PDT by
Apple today released the fourth developer betas of iOS and iPadOS 14 for testing purposes, tweaking and refining some of the features and design changes included in the update. Changes get smaller and less notable as the beta testing period goes on, but there are still some noteworthy new features in the fourth beta, which we've highlighted below. - Apple TV widget - There's a new Apple TV...

Apple May Launch This Year's 'iPhone 12' Lineup in Two Stages, With 6.1-inch Models Debuting First

Monday August 3, 2020 3:14 am PDT by
Apple last week confirmed that its "‌iPhone‌ 12" launch will be delayed this year due to the ongoing global health crisis and restrictions on travel. Apple last year started selling iPhones in late September, but this year, Apple projects supply will be "available a few weeks later," suggesting a release sometime in October. We're expecting a total of four OLED iPhones in 5.4, 6.1, and...

Apple Explains Why You Might See 'Not Charging' When a Mac is Plugged In

Monday August 3, 2020 1:42 pm PDT by
If you have a Mac and have seen a "Not Charging" warning when plugging it in to power, Apple last week released a support document that explains why. Macs running macOS 10.15.5 or later have a Battery Health Management feature to preserve the life of the battery, and occasionally, the Battery Health Management option will cause the Mac to pause its charging for calibration purposes.Depending ...

Supposed iPhone 12 Display Unit Leaks

Thursday August 6, 2020 8:13 am PDT by
An image supposedly of an iPhone 12 display unit has been shared online by leaker "Twitter user Mr. White". Compared to images of an iPhone 11 Pro display piece, this new unit has a reoriented display connector, reaching up from the bottom of the display, rather than from the left-hand side on iPhone 11 Pro. This may be due to the logic board moving to the other side of the device. A...

Google's $349 Pixel 4a vs. Apple's $399 iPhone SE

Wednesday August 5, 2020 1:45 pm PDT by
Google this week launched its newest smartphone, the $349 Pixel 4a, a low-cost device that's designed to compete with other affordable devices like Apple's iPhone SE. We picked up one of the new Pixel 4a smartphones and thought we'd check it out to see how it measures up to the iPhone SE, given that the two devices have such similar price points. Subscribe to the MacRumors YouTube channel ...

Apple-Acquired Dark Sky Officially Shuts Down Android App

Saturday August 1, 2020 3:43 pm PDT by
Apple in March purchased weather app Dark Sky, and at that time, Dark Sky's developers said that the app's Android version would be discontinued on July 1, 2020. However, instead of shuttering the app on that date, the app's developers announced that the discontinuation would be delayed for another month. Now that it's August, Android users are no longer able to access the app, and...

Samsung Launches Galaxy Note 20, Galaxy Z Fold 2, and Galaxy Buds to Compete With Apple's iPhones and AirPods Pro

Wednesday August 5, 2020 10:07 am PDT by
Samsung today held a virtual Galaxy Unpacked event where it unveiled its next-generation smartphones that will compete with Apple's 2020 iPhone lineup, set to come out in the fall. Samsung announced the launch of the Galaxy Note 20 and the Galaxy Note 20 Ultra, the two newest devices in the Note lineup, and, more notably, the Galaxy Z Fold 2, Samsung's latest foldable smartphone. The...

Alleged 'iPhone 12' Images Depict Circular Array of Magnets in Chassis

Wednesday August 5, 2020 4:39 am PDT by
New images shared on Weibo appear to show a circular array of magnets housed inside an "iPhone 12" chassis. The unverified images depict 36 individual magnets in a circular arrangement, suggesting they could be related to mounting or charging. EverythingApplePro, who shared the Weibo-originating images on Twitter, also posted an image of an alleged iPhone 12 case with a similar array of...