According to Digitimes report, supply chain sources report that yield rates for iPhone X components have improved – including the 3D camera modules that were said to be limiting production volumes, initially very severely. They go on to make a questionable claim that supply will have caught up with demand before the holidays.
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.
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.
The sources at analog IC vendors who said that chip deliveries for the iPhone X have been on schedule up to now, with orders fulfilled on time for the device in the third quarter. The same sources claimed they were not aware of any production delays or shipment cutbacks, contradicting media reports and analyst claims of supply issues, includes 3D sensing modules used in Apple's new TrueDepth camera.
There are some suggestions that iPhone 8 and iPhone 8 Plus sales have been lower or higher than expected, KGI suggested sales are better than expected, with Foxconn revenues adding weight to this view, but others disagree. Like AT&T sales numbers hinted the iPhone 7 selling better than iPhone 8. Pre-orders for the iPhone X start on Friday, October 27, officially launched on November 3.
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