Supplier says that Apple iPhone X production cut is much less than 50%14
But there is one member of the supply chain who says that the production cut is not as massive as reported. Murata Manufacturing Co., which supplies parts for smartphones made by both Apple and Samsung, says that it hasn't seen its orders from Apple drop to the extent that it would expect to see with a 50% decline in production. Yoshitaka Fujita, vice chairman of Murata, says "Our understanding is that it (the production cut) is not that great."
On Thursday, Apple will report earnings for its fiscal first quarter. Along with that information, the company will announce how many iPhone units it sold during the three month period from October through the end of December. Most Wall Street analysts are revising downward their forecasts of iPhone sales for this year. For example, Bernstein analyst Toni Sacconaghi predicts that Apple will sell 220 million iPhone units in 2018, a small 1.5% rise from the 216.7 million sold in 2017. It also is a 4.8% decline from the record 231.2 million handsets sold by Apple in 2015.