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IPhone X component yield difficult to pull, this year shipments fear only a few million

via:经济日报     time:2017/10/8 9:01:51     readed:924

Economic Daily original estimate of this yearIPhoneX shipments of 40 million to 30 million, has recently revised down to 35 million, but the supply chain iPhone X shipments this year bluntly, "not too optimistic, but gradually overcome yield problems, iPhone X estimates are optimistic about the next year, the first half of next year will be a large number of shipments this year iPhone supply chain" season with the usual will be very different.

The market spread, many factors affecting iPhone X shipments, in addition to the 3D sensor module assembly yield, other key components such as screen, stainless steel metal frame smooth delivery, also affect iPhone X final shipments performance.

At the same time, the original Foxconn in 7 and August trial production yield is not high, after it pulled up for several months, October yield has increased dramatically, so as to mass production in October, to about one to two months earlier than the original estimate of 11 - December.

It is reported that Apple optimistic about iPhone X sales, and even came to the supply chain bluntly, will pull the goods to the first half of 2018. But we believe that the end of October pre open iPhone X, and how to advance in the first half of next year the global yield, delivery status, still involve the Taiwan related supply chain delivery performance.

In addition, according to legend, apple and the main supply chain now crashing catch up next year now was scorched by the flames, the planning of the second half of the new iPhone, the supply chain list may be delay until 3 April will be finalized.

Apple iPhone X component yield rate difficult problem, the first ten years to see. According to legend, according to an example, Apple will be in the second half of the year when the production of new models, start planning a year of new products, but this is rare, as the flagship model iPhone X production schedule "bad", a large number of production time will be postponed to the next year under the influence of the new 2018 list, apple equipment supply I am afraid to chain to 3 next year - April will confirm.

It is reported that, therefore, led to the current apple iPhone related supply chain is quite cautious, for next year's order planning still not careless, hold your breath.


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