iphone x duoThe 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.

Related Forum: iPhone

Top Rated Comments

Crosscreek Avatar
69 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)
x34 Avatar
69 months ago
But do you have Animoji?
no need to pay $ 1000 for gimmicks.
Score: 16 Votes (Like | Disagree)
LukasValine Avatar
69 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)
JaySoul Avatar
69 months ago
Millennials are probably spending their iPhone X cash on Bitcoin instead.
Score: 9 Votes (Like | Disagree)
cult hero Avatar
69 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)
6803390 Avatar
69 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)

Popular Stories

iPhone 15 Pro Buttons CAD Leak

iPhone 15 Pro Low-Energy Chip to Allow Solid-State Buttons to Work When Device is Off or Out of Battery

Wednesday March 29, 2023 1:54 am PDT by
The iPhone 15 Pro and Pro Max will use a new ultra-low energy microprocessor allowing certain features like the new capacitive solid-state buttons to remain functional even when the handset is powered off or the battery has run out, according to a source that shared details on the MacRumors forums. CAD-based render of new solid-state buttons on iPhone 15 Pro models The source of this rumor is ...
maxresdefault

Apple Announces WWDC 2023 Event Taking Place June 5 to 9

Wednesday March 29, 2023 9:58 am PDT by
Apple today announced that its 34th annual Worldwide Developers Conference will take place from Monday, June 5 to Friday, June 9. Like WWDC 2020, 2021, and 2022, WWDC 2023 will be an online event for the most part, and it will be open to all developers at no cost. Subscribe to the MacRumors YouTube channel for more videos. Apple will provide online sessions and labs, which will allow...
iPhone 15 Pro Multi Purpose button Mute Switch Feature Green 2

iPhone 15 Pro Rumored to Feature Multi-Use Action Button Instead of Mute Switch

Wednesday March 29, 2023 7:28 am PDT by
iPhone 15 Pro and iPhone 15 Pro Max models are rumored to feature a customizable Action button like the Apple Watch Ultra, according to a MacRumors forum member who leaked accurate details about the Dynamic Island on iPhone 14 Pro models last year. The source claimed the Action button will replace the Ring/Silent switch that has been included on every iPhone model since 2007. They did not...
iOS 16

Apple Releases iOS 16.4 With New Emoji, Safari Web Push Notifications, Beta Changes, Voice Isolation for Calls and More

Monday March 27, 2023 10:03 am PDT by
Apple today released iOS 16.4, the fourth major update to the iOS 16 operating system that initially came out last September. iOS 16.4 comes two months after the launch of iOS 16.3, an update that added Security Keys for Apple ID. iOS 16‌.4 and iPadOS 16.4 can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. It can take a few minutes...
Apple Music Classical

Apple Explains Why It Launched an iPhone App Dedicated to Classical Music

Monday March 27, 2023 8:54 pm PDT by
Apple today published a support document explaining why it decided to release a standalone Apple Music Classical app for classical music. In short, Apple says the app was designed to support classical music's complex metadata:Classical music is different. It has longer and more detailed titles, multiple artists for each work, and hundreds of recordings of well-known pieces. The Apple Music...
iOS 16

Apple Seeds First Betas of iOS 16.5 and iPadOS 16.5

Tuesday March 28, 2023 10:15 am PDT by
Apple today seeded the first betas of upcoming iOS 16.5 and iPadOS 16.5 updates to developers for testing purposes, with the software coming a day after the launch of iOS 16.4 and iPadOS 16.4. Registered developers can opt in to the betas by opening up the Settings app, going to Software Update, tapping on the "Beta Updates" option and toggling on the iOS 16 Developer Beta. Note that an...
home upgrade available feature

PSA: Apple Has Made Its New Home Architecture Update Available Again

Tuesday March 28, 2023 1:50 am PDT by
Apple has made the option to upgrade to new Home architecture available again with the release of iOS 16.4, iPadOS 16.4, and macOS Ventura 13.3, after it temporarily pulled the update in December. After updating Apple devices to the latest software, users can once again opt to upgrade any homes set up in the Home app to the new Home architecture, which Apple says brings faster, more reliable ...