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The supply chain broke the news: iPhone 8 orders by half, to bet on iPhone X

via:CnBeta     time:2017/10/19 9:04:58     readed:1329

Apple now changed to full charge of the iPhone X, as the iPhone X-based assembly plant Hon Hai (Foxconn) will benefit to the iPhone 8 as the main supply and Shuo and weft may be affected by the impact. In this regard, the current iPhone 8 for the production of the main and Shuo, Wistron said, not for a single customer rumors to be commented.


Apple will be listed in the past after a new year, that is, new products in the fourth quarter of each year a large number of mass production, to the first quarter of the first quarter, the second quarter of the season, will be lowered next year's new shipments , But the supply chain has said that "this year is very rare", the new product has just mass production of about one to three months time, was asked to begin to decline, "is the first time in ten years."

Supply chain revealed that iPhone 8, iPhone 8 Plus is expected to 11 to 12 months shipments will be substantially reduced, which iPhone 8 will be from the monthly peak of 1000 to 12 million, down nearly half of the range, when the monthly shipments Will only have 500 to 6 million.

iPhone 8 and iPhone 8 Plus main assembly plant for the master and weft, weft a very small amount of iPhone 8 Plus assembly orders, Hon Hai recently shipped about 200 to 3 million iPhone 8 Plus, 8, iPhone 8 Plus metal aluminum alloy frame.

The market believes that in December, Apple began to cut orders under the iPhone 8 and iPhone 8 Plus orders only a greater impact on the supply chain, and the first quarter of 2018 will still face the risk of repair.

The current iPhone X is mainly for the exclusive assembly of Hon Hai, the Group's Hong standard supply stainless steel metal frame, in the end of this year to the first half of next year will be betting iPhone X under the Honghai Group is expected to become "gnawing apple" One of the winners.


It is reported that, because Apple adjusted this season sales strategy, so is staring at the iPhone X upstream to the downstream supply chain shipping status, the current component of the most problematic supply is not for the OLED panel or 3D sensing components, but the glass cover Board, the main supplier of this component from mainland China.


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