Sources in the semiconductor packaging and testing service industry claim that pre-orders for the iPhone X are not as strong as expected in some markets, such as the U.S., Taiwan, and Singapore, although supply remains tight in other markets including Japan (via DigiTimes).
In contrast, Apple Watch sales are said to have been impressive across the board, with shipment estimates reaching 27 million units, which is higher than an earlier forecast putting the number around 23 to 25 million units.
iPhone X shipments are expected to reach 30-35 million units in the fourth quarter of 2017 and level out or dip slightly going into next year, according to the same sources from the upstream supply chain.
Today's report casts a different light on steady improvements in iPhone X supplies which have seen shipping estimates fall to 1 to 2 weeks in several countries. According to KGI Securities analyst Ming-Chi Kuo, who frequently shares accurate information from Apple's supply chain, the supply increase is due to better-than-expected improvements in production since the device's launch, rather than weakening demand.
As a result of the improved production, Kuo believes iPhone X shipments in the fourth calendar quarter could be higher than previous estimates, although he too expects the acceleration to cause shipments in the first quarter of 2018 to be flat or slightly lower compared to the fourth quarter.
Apple is rumored to be launching a trio of new iPhone models in 2018, including 5.8-inch and 6.5-inch models with OLED displays and a 6.1-inch model with an LCD display.