Faster iPhone X delivery times due to improved production, not weak demand

With Apple iPhone X delivery times down to 1 to 2 weeks on new orders, the reason for the quicker delivery times depends on your world view. If you're not an Apple fan, you say that delivery times are dropping because no one is buying the phone. If you're an Apple fan, you might take the opinion that Apple has finally figured out to produce the tenth anniversary model at a faster pace.

A research note sent to KGI Securities clients last week by top Apple analyst Ming-Chi Kuo takes the latter position and says that the faster iPhone X production has allowed Apple to as much as triple the number of units rolling off the assembly line each day. Two months ago, Apple was turning out 50,000 to 150,000 iPhone X models a day. The latest figure is now up to 450,000-550,000 iPhone X units produced daily.

Kuo says that two of the major bottlenecks have been cleared up. LG, Innotek and Sharp started to see yields of the dot projector module of the TrueDepth Camera pick up sharply. This is the component that helps map out users facial features for Face ID. The production yield of this component has risen from lower than 60% 1 to 2 months ago to a current yield of 80% to 90%. And shipments of the much needed LTE antennas from Career are expected to grow 100% month-over-month in November and December.

It's hard to believe that there was a time when major shortages of the iPhone X were being expected and production yields were an incredibly low 10%. With the improvement in production of the iPhone X, Kuo says shipments of the device for the fourth calendar quarter could be 10% higher than his original expectations. Kuo says that orders originally expected to ship in the first quarter of 2018 could now ship before the end of the current quarter.

Morgan Stanley sees Apple selling a record number of iPhone units in 2018, possibly as many as 262 million units. The current record is the 231.2 million units Apple sold in 2015 thanks to the launch of the larger screened iPhone 6 and iPhone 6 Plus models.

source: MacRumors

Related phones

iPhone X
  • Display 5.8" 1125 x 2436 pixels
  • Camera 12 MP / 7 MP front
  • Processor Apple A11 Bionic, Hexa-core, 2390 MHz
  • Storage 256GB
  • Battery 2716 mAh(21h 3G talk time)



1. youssef44

Posts: 547; Member since: Apr 29, 2014

I bought it then I returned it aftet 4 days! the notch is so annoying !! in addition I didn’t find something special in it! face ID isn’t fast like Touch ID, Touch ID is so much better!

2. toukale

Posts: 672; Member since: Jun 10, 2015

Lol, cool story.

20. verbalize

Posts: 150; Member since: May 03, 2013

How sad that all you Android people will have no choice with the 3D facial recognition. All manufactures will be doing it in the next few years. Then you all will praise how wonderful it is..LMAO...

29. lyndon420

Posts: 6921; Member since: Jul 11, 2012

What's so wonderful about it? I appreciate the tech and I think it's neat what our phones are capable of doing, but FaceID does nothing to enrich our lives or protect our privacy. Same can be said of fingerprint and iris scanners...we don't need them.

31. worldpeace

Posts: 3135; Member since: Apr 15, 2016

FaceID is just painfully slow compared to FPscanner in other flagships.. But if faceID work as fast as oneplus 5T's face recognition, then it will be good enough to replace FPscanner. Granted, 5T's face recognition isn't as secure, but it's so d*mn fast

50. An.Awesome.Guy

Posts: 636; Member since: Jan 12, 2015

Not discussing biometric id I think the benefits of 3D facial recognition will comes later when companies and developers use it in a more appropriate way especially with AR Think of seeing how the hat or glasses will looks like on you before buying them online, or better yet how that hairstyle or a beard will looks like before trying them.Maybe someone will see how their face will looks like before going to a plastic surgery Maybe later it will be in the rear cameras and with AR ,it will have even more applications.

40. RoyalMike unregistered

Haha let's see because inbuilt fingerprint scanners are coming soon.

44. Klinton

Posts: 1409; Member since: Oct 24, 2016

Same like we envy you for the notch, missing jack, force touch....and we want those ''features'' too. And other OEMs follow. LOL

49. sgodsell

Posts: 7624; Member since: Mar 16, 2013

Only an idiot would say all Android people will have no choice with 3D facial recognition. Give me a break. First of all this isn't like getting rid of the audio jack. Besides if you care to look most Androids already give you multiple options. Like finger print scanner, iris scanners, and facial recognition. Not to to mention Android has a thing called smart lock. Which has options to keep your phone unlocked when your device is near a smart watch, or you can use body movement detection to see if it is still you as well as other options. You are thinking of Apple putting FaceID on everything. Not Android.

52. Icent55

Posts: 82; Member since: Nov 02, 2017

The way apple users hate wireless charging and IP rated phones...saying who will ever swim with their phone. But guess what, ones it drops, everyone starts going fishing with their phone...

54. surethom

Posts: 1753; Member since: Mar 04, 2009

Samsung had face regognision before iPhone, it nice to have a choice, face recognition & fingerprint scanner.

57. tedkord

Posts: 17514; Member since: Jun 17, 2009

That sounds familiar...kind of like they'd all be doing force touch, or all be removing the headphone jack. Nope, Apple hasn't been setting trends the last five years, they've been following them. And, if or when phones get the 3d Face unlock, it'll be added as another choice, alongside the other biometrics.

67. MAOV999

Posts: 3; Member since: Aug 17, 2015

Just like Apple fans are doing with amoled right...that in one year will be full of burn in. At least that's what apple fans used to say.

75. kryme

Posts: 469; Member since: Oct 24, 2013

Maybe in a few year Apple and Android will improve it and it will be wonderful but at this moment a son and take up his mom’s phone and order whatever he want on the App Store that’s not something to smile about.. so yea few years from now when everything is fix we can say it’s wonderful

4. apple-rulz

Posts: 2198; Member since: Dec 27, 2016

Same here, that notch is a bad pain point. No battery percent on the home screen also drove me nuts.

8. youssef44

Posts: 547; Member since: Apr 29, 2014

for me I don't care about battery percentage, the notch is too bad when I watch videos or playing games !! so stupid thing to see it on a phone cost more than 1200 USD !!

15. BuffaloSouce unregistered

Don’t complain, you knew what you were getting in to. There’s plenty of reviews out there that could’ve told you the exact same thing....Did you even both to test out a display before you decided to get it?

66. MrShazam

Posts: 987; Member since: Jun 22, 2017

So which is it? People criticise it for the fugly notch and other lacking features before buying it, you bah "trt it before talking", people criticise it after purchase, you bah "you knew what you were getting, don't complain"...

11. Nopers unregistered

Why do you need to see battery % all the time? A year ago a friend of mine told me to try turning it off for a week and you just forget about it, there's no "oh s**t better be careful of my battery, I'm on 47%". The battery lasts all day for me and you get an alert when it hits 20% and 10% anyway.

13. Carlitos

Posts: 704; Member since: Oct 23, 2011

Given at how much iPhone users worry about battery percentage in real world. Not having the percentage always visible in the homescreen is a legitimate issue

16. BuffaloSouce unregistered

It’s not just iPhone users, android users worry about battery percentage just as much as anyone else if not more. That’s why you always see them wanting bigger batteries for every phone that comes out even if the internals are designed to use less power.

18. worldpeace

Posts: 3135; Member since: Apr 15, 2016

Especially when the new iPhone trio have the least battery among 2017's flagships (along with nokia 8 and mate10 which last longer than 8+ but still behind iPhoneX)

21. Phullofphil

Posts: 1846; Member since: Feb 10, 2009

I love mine. I want battery percentage though. The part I don’t get is people that don’t like the notch. I don’t look at it as space that is taken away. To me it is added section that you can throw info like time and such instead of a bezel that hs nothing. Glass half full. Far as the Face ID I like it way better than the fingerprint scanner. Well actually not way better but I do like it better but I wish it had both. Scanner on side. My face scanner works really fast and works every time even if my finger is dirty because it doesn’t have to read it. But on the Flipside the face id doesn’t read my face if my screen is dirty from dust at work. Even with sindi going from my iPhone 7 Plus I do not feel like I lost any screen size or any of that I noticed too much. Anyway I see more stuff because of the aspect ratio. I am very happy with my purchase but I do hope next year they make a version the size of the iPhone pluss with a bigger screen even still

45. Klinton

Posts: 1409; Member since: Oct 24, 2016

OK But do you realize that your display is not 5.8'' like Apple write it on the specs?

26. piyath

Posts: 2445; Member since: Mar 23, 2012

You are just one person dude. This article says completely a different story than yours. So be civil and stick with that story. Apple analyst Ming-Chi Kuo is a very very credible source and if he says something that's 100% right. Don't troll the positive Apple articles like this.

33. worldpeace

Posts: 3135; Member since: Apr 15, 2016

55. dnomadic

Posts: 450; Member since: Feb 20, 2015

Same boat... I bought 2 to sale, ended up trying one of them and thought it was meh. It is a good phone, but it was just IOS on a a larger screen and I hated the face ID. Don't get me wrong it's good, but it is a slow process. I can see why a hard core apple fan would like it, but for me it's a no go. Bought my Note 8 Yesterday (open the box once I get a case and screen protector)

3. toukale

Posts: 672; Member since: Jun 10, 2015

I am waiting for the yearly Apple is doomed stories when Apple cut production by mid December.

46. Klinton

Posts: 1409; Member since: Oct 24, 2016

Ppl still buy iPhone 6S because of the jack input.

5. CHP19

Posts: 50; Member since: Jun 23, 2017

Brought to you by Apple. Pure PR talk. It can be the case or it can't be but this is just PR.

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