Another day and we have another report about Apple struggling with iPhone X’s component yield rates. The report from Nikkei says that Apple’s suppliers are still struggling to manufacture various components used inside the TrueDepth camera on the iPhone X. More specifically, manufacturing the dot projectors with decent yield rates has been a challenge.
A previous WSJ report had dubbed the dot projector as the “Romeo” of the Face ID camera on the iPhone X. The module which receives the rays emitted by “Romeo” is known as “Juliet.” The slowdown in iPhone X’s shipment has led to the revenues of a number of Apple suppliers being affected.
Apple is already launching the iPhone X later than usual due to various supply issues. Further productions issues and delays are not going to help things for the company especially since there seems to be a lot of interest in the handset.
Yuanta Investment Consulting analyst Jeff Pu has also reduced his iPhone X production forecast to 36 million, down from 40 million. The analyst believes that the iPhone X will enter into mass production in mid-October and will start shipping from the third week of October. The handset is scheduled to go up for pre-order on October 27 and launch on November 3.
Another analyst named Jun Zhang from Rosenblatt believes that Apple has managed to increase the iPhone X production from 100K units/week to 400K/week. Despite the increase in production rate though, Zhang estimates Apple will only produce 20 million iPhone X in Q4 2017 and 50 million units in Q1 2018. His research also shows that the sales of the iPhone 8 and iPhone 8 Plus are down by 30 percent YoY in the first two weeks of October. He also estimates that the iPhone 8 has only generated 40 percent of the sales of what the iPhone 7 managed to generate last year.