“Yield rates for certain iPhone X components have improved and become more stable, and shipments of the smartphone are set to grow substantially after October, according to sources from Apple’s supply chain,” Cage Chao and Jessie Shen report for DigiTimes.
“The first batch of iPhone X devices has already been shipped out from Foxconn Electronics’ site in Zhengzhou (Henan, China), said the sources,” Chao and Shen report. “With production yield rates for certain key components such as 3D sensing modules improving, shipments of the device have increased gradually and will meet Apple’s demand ahead of the Christmas and New Year’s holidays, the sources indicated.”
MacDailyNews Take: Might meet Apple’s demand (number of unit orders), not the market’s demand. Not even close.
“Nevertheless, the late availability of the iPhone X may not follow the same pattern if pre-orders for the device exceed expectations, other industry sources have remarked. There is still uncertainty about actual demand for the new Apple product, according to the sources,” Chao and Shen report. “As the schedule for the iPhone X deliveries is more than one month later than that for the iPhone 8/8 Plus, the former’s shipments are unlikely to satisfy all demand until the first quarter of 2018, the sources noted.”
Read more in the full article here.
MacDailyNews Take: The Mother of all iPhone Preorders starts at 12:01am PDT on October 27th and, for Day One (November 3rd) shipments, ends seconds thereafter. Good luck, everyone!
Who would have thought that as they ramp up production on tricky new components they would get better at it?
Amazing huh. Maybe the same trend happens when building the phone itself?
This happens every year and depending on the novelty of the new phone, there are always ramp up issues. Demand often exceeds supply for several months especially with a new form factor.
Be prepared to wait for your unit to be delivered.
Great news, November onwards should be a good month for Apple
How convenient! Change directions before results are in, and the initial claims of supply constraint can’t be proven.
WS loves these rumors. Clickbait bloggers play right into the hands of WS. WS gets the story it wants without having to plant them. No SEC violations there!