Apple’s latest iPhone X production woes blamed on Romeo and Juliet

“Apple Inc. has hit another production snag on its new iPhone X, say people familiar with the situation—this time over a pair of components dubbed Romeo and Juliet,” Yoko Kubota reports for The Wall Street Journal. “The star-crossed complication is adding to concerns about extended shortages when sales begin in early November.”

“The Romeo and Juliet components are yin-and-yang parts of the new facial-recognition system that will allow iPhone X owners to unlock their phones by scanning their faces, these people said,” Kubota reports. “It has taken more time to assemble the Romeo modules than the Juliet modules, they said, creating an imbalance in supply. That has served as a bottleneck for the iPhone X’s mass production, according to one person, which could possibly crimp supplies beyond typical initial shortfalls when the phone is released Nov. 3.”

“Apple’s plan to launch the iPhone in more than 55 countries and territories Nov. 3 suggests it is confident it can meet demand, Sanford C. Bernstein & Co analyst Toni Sacconaghi said in a recent note,” Kubota reports. ‘But “if iPhone X availability issues persist beyond November 15 and into the holiday season, we could see some frustrated iPhone users consider switching to other offerings,’ possibly weakening sales estimates, Mr. Sacconaghi said.”

Read more in the full article here.

MacDailyNews Take: In the face of protracted delays, the only “other offerings” iPhone X customers would switch to are Apple’s A11 Bionic-powered iPhone 8 and 8 Plus.

SEE ALSO:
Analyst estimates only 40 million iPhone X units to be ready to ship by year-end – September 26, 2017
Apple tells iPhone X component suppliers to slow down delivery, say sources – September 25, 2017
KGI: Apple iPhone X preorder demand may surpass 40-50 million units – September 25, 2017

9 Comments

    1. Very well said, i rather Apple delay the iPhone X production and supply to get things right then end up like Samsung whose phones were exploding due to rush and incompetent testing.

  1. See how she leans her cheek against her iPhone.
    O, that I were a case upon that iPhone
    That I might touch that cheek!

    From: Romeo and Juliet for Millenials
    (apologies to Bill S.)

  2. I think its more FUD… Why would these people risk a contract with Apple in the future to discuss the state of specific parts for iPhone X in production. Not to mention the possible impact financially if their stock gets hit if they cannot meet demand.

  3. It’s another rumour from “people familiar with the situation”. The degree of credibility that you give such rumours is proportional to your gullibility.

    It’s also worthy bearing in mind that nearly every iPhone model has initially been rumoured to be difficult to manufacture and with low yield rates, but Apple somehow managed to make rather a lot of them. It’s also fascinating to see how many of these rumours came from the Wall Street Journal.

    The Street July 2010: “A person familiar with the manufacturing process” said that the problem Apple faces is keeping the screen backlighting from leaking out through the glass of iPhone 4.

    WSJ Oct 2012: An unnamed Foxconn executive explained the difficulty in assembling iPhone 5.

    KGI Securities July 2014: The launch of Apple’s 5.5-inch iPhone 6 may be delayed into 2015 as Apple’s production issues with the smaller 4.7-inch version will likely carry over into the larger model, according to a new report from KGI Securities analyst Ming-Chi Kuo. Early rumors about the 5.5-inch iPhone 6 pointed towards production issues with the device’s display and battery life

    WSJ Sep 2017 :Apple’s upcoming premium iPhone 8 had early manufacturing problems that will cause supply issues and shipment delays. The sources say production glitches set the timeline back a month,

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