The iPhone X won’t be available until November 3, but early reports paint a dire situation about poor supply, with some saying Apple won’t be able to satisfy demand until early 2018.
In an investor note acquired by AppleInsider, reliable KGI securities analyst Ming-Chi Kuo stated Apple will ship 40 million iPhone X units by the end of 2017, which won’t be nearly enough to satisfy demand. Previously, Kuo predicted Apple would be able to manufacture 50 million units, but he slashed that number to 40 million as that manufacturing process has been slower than anticipated.
Apple is solely relying on Samsung to manufacture the OLED panels inside the iPhone X. Previously, with the LCD panels inside past iPhone models, Apple used multiple companies to help offset constraint.
Kuo’s claims line up with what we’ve been hearing about iPhone X production. Demand was always supposed to be high for the new premium handset, it was just a matter of Apple keeping up. Apple won’t be able to early on and will apparently have trouble doing so for the next few months. Once manufacturing does improve, Kuo believes Apple will ship 90 million iPhone X units in 2018.
Touching upon FaceID, Kuo stated the new facial recognition software will be much better than what is offered by Apple’s competition. This will be a driving force in customers’ intrigue of the new iPhone.
Preorders for the iPhone X begin October 27 and shipments begin November 3. It’s looking as if customers who don’t get their hands on an iPhone X early will be in for a lengthy wait time.