Report says Apple iPhone X yield rate drops under 10%; release could be delayed until December

Report says Apple iPhone X yield rate drops under 10%; release could be delayed until December
If you've been constantly thinking about November 3rd, daydreaming about receiving your Apple iPhone X and mentally opening the box containing the tenth anniversary model, you might need to adjust your fantasy a little. A tweet disseminated today from financial news wire service Brightwire contains the latest rumor concerning a delay in the release of the Apple iPhone X.

While Brightwire's tweet didn't specify what is holding up production of the premium handset, it did say that yields have fallen under the 10% mark. That is quite an abysmal figure. When you consider that this means more than 90% of iPhone X models are rolling off the assembly line not fit to be shipped, it certainly seems that Apple has a long way to go before the device can be mass produced in any quantity. During the last few months, production of the phone has been hit by issues ranging from low yields realized by OLED panel suppliers to problems with the 3D sensors.

Brightwire's tweet also says that the first 1 million units could be delayed until December. Considering the demand expected for the phone, one million units is not nearly enough to satiate demand. Depending on how long it takes Apple to get production up to speed, a lot of prospective iPhone X buyers are going to be disappointed. Ironically, as we previously noted, this could be a godsend for the Apple iPhone 8 and Apple iPhone 8 Plus as some consumers might decide to stop waiting for the premium model and go with the new iPhone versions that are available now.

New report says that the Apple iPhone X could be delayed until December

New report says that the Apple iPhone X could be delayed until December


The iPhone X features a 5.8-inch OLED display. Instead of Touch ID, Face ID uses facial recognition to unlock the device and to verify the user's identity for Apple Pay. It also comes with a larger capacity battery compared to other iPhone models. Like the iPhone 8/8 Plus, it is powered by the A11 bionic chipset, supports wireless charging via the Qi platform, and includes Portrait Lighting (iPhone 8 Plus and iPhone X only). This feature allows users to create dramatic background effects for portraits. The 64GB version of the iPhone X will cost $999 while the 256GB variant should set you back $1,149.

source: @BrightwireInc

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 256 GB
  • Battery 2716 mAh(21h 3G talk time)

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49 Comments

1. PhoneCritic

Posts: 1337; Member since: Oct 05, 2011

If true then Samsung is having trouble with these (IMO)second generation oled screens as their supplies are constrained and not up to par. My question is why is it they can supply SamMobile with millions of Amoled screens yet have issues with these oled displays hence why I am under the opinion they are using second generation oled tech. But I could be wrong. what do you guys think?

12. Back_from_beyond

Posts: 1058; Member since: Sep 04, 2015

If you had bothered to follow the rumors the OLED displays have about a 60% yield due to the notch. But it's reportedly the sensors for Face iD that have the idiotic low yield of 10-15%. So don't blame Samsung, blame Apple for making stupid choices.

14. trojan_horse

Posts: 5868; Member since: May 06, 2016

^^ Enough said! +1

25. sgodsell

Posts: 6585; Member since: Mar 16, 2013

Honestly I think Apple saw that the iPhone 8 sales were crap in comparison to the iPhone 7, 6s, 6. Because Apple would always say this is the best phone on the market. Yet this time around the iPhone 8 is basically a tiny upgrade to the previous iPhone's. People are waiting for the iPhone X. So a delay on the iPhone X ultimately means it might push some into purchasing the iPhone 8 instead of the X. The games Apple plays. Because let's get real OLED smartphone displays have been around for 7 or 8 years now.

30. tedkord

Posts: 16974; Member since: Jun 17, 2009

But this is the first AMOLED display that's good enough for an iPhone...lol

16. PhoneCritic

Posts: 1337; Member since: Oct 05, 2011

Thank you. I completely forgot about that. I did read somewhere ( could of been Gsm arena) that Apple was indeed experiencing issues with its 3D face rec hardware. Like I said I could be wrong and here I accept that fact that I am wrong. Thanks

23. darkkjedii

Posts: 30481; Member since: Feb 05, 2011

After the way he came at you. I respect your response even more. +1

40. Furbal unregistered

Civil discussion is best discussion

47. darkkjedii

Posts: 30481; Member since: Feb 05, 2011

True words.

20. limporgyuk

Posts: 342; Member since: Nov 06, 2013

It's apples fault for a retarded choice for a non standard resolution and a notch

42. jian9007

Posts: 27; Member since: Nov 20, 2012

Well, the Pixel 2 XL has non standard resolution as well, at 1440 x 2880 pixels (instead of 1440 x 2560), as does the Note 8 (2960 x 1440). The notch, well, yeah, it's a bit effed up.

35. omnitech

Posts: 1131; Member since: Sep 28, 2016

They had to build two factories just for the edge displays. They probably just rather not build an ugly notch factory and are playing it by ear. Lol

2. haruken

Posts: 303; Member since: Nov 06, 2013

Might as well cancel it.

4. kiko007

Posts: 7379; Member since: Feb 17, 2016

Even at 10%, that is still millions of sales and billions in revenue. No way in hell they straight cancel it.

37. tedkord

Posts: 16974; Member since: Jun 17, 2009

Someone's got to pay for the production of the other 90%. If the supplier goes out of business because they can only sell a tenth of what they produce, how will Apple make more iPhones?

41. Furbal unregistered

Would be built into the margins for the good ones I'd hope

45. tedkord

Posts: 16974; Member since: Jun 17, 2009

It's pretty tough to build in margins for 10% first pass quality. Remember what happened to GT Advanced Technologies when they dealt with Apple and couldn't produce enough on spec.

7. PhoneCritic

Posts: 1337; Member since: Oct 05, 2011

I am thinking of something that I should have thought before and maybe some on here may have thought of it too! Is it possible this is all Apples plan? Make a grand introduction of the iPhone X that they know won't be ready till late next year - but causing iPhone 8 and 8+ sales to soar while they continue to work on the X ,in particular, the under-screen FPS? This would be a brilliant business move by Apple as their fans would get tired of waiting and upgrade to the 8 duo now and next year upgrade to the X. In other words Apple has brilliantly brought time for development work on the X and still makes a huge earnings on its iPhone 8 duo. That would be classic business 101 bait and switch. Again I could be wrong on this.

24. darkkjedii

Posts: 30481; Member since: Feb 05, 2011

Not a bad theory at all.

28. TerryD

Posts: 540; Member since: May 09, 2017

Assuming that everyone that can afford $1000+ for the iPhone X can also afford to but an iPhone 8 in the mean time, then upgrade to the X after just a year. Personally I can't see that working at all. What I can see is a trickle of the X coming onto the market with supply nowhere near meeting demand, increasing hype for the device. This happened with the iPad 2, you couldn't get them for love nor money for months after the release.

29. kryme

Posts: 462; Member since: Oct 24, 2013

But they already announced the x therefore can't add anything to it too keep up with next year tech...

32. uncle_gadget

Posts: 1050; Member since: Sep 20, 2017

But that would hurt them more. If many are waiting for the X, they won't get an 8 if they have a 7. But if 8 sales are slow and they can't get the X out fast, and people keep waiting, they will lose a lot of money. They will get some sales, because price will make most get the 8, unless they are waiting to see what deals carrier's offer. The Note 8 had BOGO deals right out the gate. The iPhone X could too. Or higher trade in values for iPhone models. In the US, $1000 is not out of reach for a lot of us. But outside the US, it's gonna be harder to move similar numbers.

36. omnitech

Posts: 1131; Member since: Sep 28, 2016

Could be. I think both Apple and Google knee jerked into bezelless designs after seeing the GS8.

38. tedkord

Posts: 16974; Member since: Jun 17, 2009

Its the way to go. Bigger screens in smaller overall footprints is the perfect recipe for portable, every day media consumption devices like these.

39. omnitech

Posts: 1131; Member since: Sep 28, 2016

I think the iPhone 8 and 8+ was supposed to be it. And the Pixel XL 2 was supposed to be just a bigger version of the Pixel 2 but they both back peddled like crazy when they saw how awesome the bezeless phones were.

46. tedkord

Posts: 16974; Member since: Jun 17, 2009

Well, the Pixel XL 2 can hardly be called bezel-free.

3. scarface21173

Posts: 575; Member since: Aug 17, 2014

Its just a ploy to drum up sales. There will not be enough to go around, get your order in now 1st come 1st served basis. We hear the same bull story every year.

5. zelas

Posts: 41; Member since: Sep 25, 2013

Iphone x sales are likely to drop.

6. bucknassty

Posts: 1189; Member since: Mar 24, 2017

when did they start having issues with producing enough displays?

8. uncle_gadget

Posts: 1050; Member since: Sep 20, 2017

False, the OLED display made by Samsung was not and is not an issue. The actual issue was this custom connector Apple is having made that connects the display to the PCB and the company who makes that which isn't Samsung is having issues in products. You specifically claim it was the OLED display and that is false based on your own article. Also when you Google the facts, it shows Apple is mostly and mainly having issues with the parts for Face ID, which we already seen doesn't even work any better than face recognition on any other Android device. Looks like Apple is gonna not have a great 1st Quarter or 2nd quarter this time around. The iPhone 8s isn't selling because of 2 reasons, same tired design with no real update and those waiting for the iPhone X who wont see one until XMAS. The longer they delay, the lest people are gonna wait. They will either get the 8 or buy another brand. $250B+ and they can't even get anything done!

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