So far we have only heard reports of the iPhone X facing productions issues which were expected to last well until Q2 2018. However, as per reputed analysts Ming-Chi Kuo, all the production difficulties associated with the iPhone X will soon be over and its production will be on track.
Apart from the Face ID camera, the flexible PCB for the antenna on the iPhone X was also facing yield issues. This was due to the increased complexity of the PCB design and Murata’s inability to adhere to Apple’s specifications. Due to this, Murata which was to supply Apple with over 60 percent of the flexible PCB has now been replaced with secondary supplier Career. The latter plans on ramping up its production capacity from November at the earliest.
Supplier Interflex tasked with supplying the flexible PCB used for the rear wide-angle camera was also struggling with yield and production issues. Finally, the Face ID camera which has so far been blamed for all the iPhone X production woes have been addressed and the “worst is behind us.” Apple seems to have tweaked the design of certain components which has led to an improvement in their yields.
Despite the production bottlenecks solved, Kuo still expects Apple will only be able to make 2-3 million units of the iPhone X available on its launch weekend. Due to the pent-up demand for the iPhone X, this will translate into the handset being in extremely short supply at launch. For Q4 2017, Kuo expects Apple to ship 25-30 million iPhone X units, down from his original estimate of 30-35 million. Shipments for the handset are expected to pick up in the first quarter of 2018.
The iPhone X goes up for pre-order on October 27 and will hit the retail stores across major markets of the world on November 3.
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