According to DigiTimes, sources in the semiconductor packaging and testing service industry claim that pre-orders for the iPhone X are not as strong as expected in some markets, such as the US, Taiwan, and Singapore, although supply remains tight in other markets including Japan.

Shipments of the iPhone X are expected to reach between 30-35 million units in the fourth quarter of 2017 and stay flat or drop slightly in the first quarter of 2018, according to the same sources from the upstream supply chain.


While it seems like iPhone X sales not as strong as expected in some markets, but Morgan Stanley says that the iPhone X is proving such a hit in China that it is accelerating the rate at which existing iPhone owners upgrade, and the rate at which Android users switch to iPhone.

“Additional data show that iPhone X adoption in China is on a faster pace than the iPhone 8 and 8 Plus … Despite faster penetration of iPhone X vs. iPhone 8/8 Plus, we believe there remains significant pent-up demand from the base of 2+ year old iPhone owners,” wrote analyst Katy Huberty on Thursday. Huberty explained that nearly half of Apple users in China who have already purchased the iPhone X upgraded from the iPhone 7 and 7 Plus, leaving a long “runway” of customers with phones older than two years.

Early iPhone X adoption was constrained by tight supply, but availability quite quickly improved as suppliers improved their yield rates. By Monday, there was next-day delivery available in the US on all iPhone X variants. As KGI's Ming-Chi Kuo said that supply increase is due to better-than-expected improvements in production, rather than weak demand.

Via MacRumors And 9to5Mac, Image Credit Quartz

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