While pre-ordering the highly-anticipated smartphone will begin next Friday, October 27, reputable leaker KGI Securities analyst Ming-Chi Kuo has released a new report indicating that about 2-3 million iPhone X units will be shipped for sale before the launch.
According to Kuo, suppliers are still struggling with several components including circuit boards for the iPhone X antenna and wide angle camera, as well as perfecting the TrueDepth camera and 3D facial recognition system.
Kuo stated, "Special materials, recipes, design, processes, equipments and tests are required for antenna FPCB, as the specifications for iPhone X antenna (supplied by Amphenol (US)) are higher than those of iPhone 8 and only Murata (JP) and Career Tech (6153 TT, NT$30.1, NR) can meet Apple's requirements. Murata (originally with a 60% order allocation or higher) won't be able to resolve its issues before 2Q18, and thus has been fully replaced by second supplier Career. We believe Career will ramp up in November, as capacity expansion takes time, and its materials, recipes, design, processes, equipments and tests are different from those of Murata."
Overall, Kuo suggests the iPhone X shipment estimates for the fourth quarter to be at around 25–30 million units worldwide. This essentially indicates that availability will be very limited this year until more shipments will proceed in the first quarter of 2018.
Now read this exclusive opinion on why Apple’s iPhone X is a disappointment.