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Apple to have 2-3 million iPhone X units available at launch

By Michael Low & Cookie Monster - on 22 Oct 2017, 7:45am

Apple to have 2-3 million iPhone X units available at launch

KGI Securities analyst Ming-Chi Kuo has some good news to share about the iPhone X. The assembly yield for the iPhone X has stabilized and supply shortages of key components for the iPhone X should be resolved in November.

While an earlier report claimed that the first shipment of iPhone X from Foxconn is shockingly low, Kuo expects Apple to have about two to three million units available at launch on November 3. Considering that Apple is launching the iPhone X in more than 55 countries, the number of units available for each market could actually be very low.

Kuo added that production of the iPhone X could pick up in November, thanks to supplier diversification and the resolution of manufacturing issues. Unlike previous reports pinning the blame on 3D sensors for the production delays, Kuo singled out the flexible printed circuit boards (FPCB)as the main bottleneck. 

"Special materials, recipes, design, processes, equipments and tests are required for antenna FPCB, as the specifications for iPhone X antenna (supplied by Amphenol) are higher than those of iPhone 8 and only Murata and Career Tech can meet Apple's requirements," Kuo says. "Murata (originally with a 60-percent order allocation or higher) won't be able to resolve its issues before 2Q18, and thus has been fully replaced by second supplier Career." 

Having replaced Murata with Career, Kuo believes the latter is able to increase production of the FPCB in November. Issues with the 'Romeo' and 'Juliet' components of the TrueDepth camera are also said to be resolved. 

"We believe the previous design issues of the dot projector sometimes being unable to recognize human faces has been resolved after active alignments or environmental tests were addressed," Kuo says.

In his third revision, Kuo estimates Apple would ship between 25 to 30 million units of the iPhone X. Shipments should pick up rapidly in Q1 2018, which is in line with Kuo's earlier report on Apple only meeting consumer demand in the first half of 2018.

Source: AppleInsider.