"Thanks to the TrueDepth camera, iPhone X will go two and a half years away from Android," said Min Ki Kuo of KGI Securities

Reservation acceptance will be started in late October 2017iPhone XRegarding the face recognition system "Face ID" which is the essence of "TrueDepth"As originally planned due to camera production problemsProduction of iPhone X is not progressingThere are a lot of ways to think. That's the situation iPhone X, but Minchi Kuo of KGI Securities, a key figure of information related to the iPhone, said, "Thanks to the TrueDepth camera, iPhone X will go two and a half years away from Android devices" It is.

KGI: Despite production delays, TrueDepth camera puts iPhone X 2.5 years ahead of Android competition | 9to5Mac
https://9to5mac.com/2017/10/02/iphone-x-delays-ahead-of-android/

Regarding shipments of iPhone X within 2017, Mr. Kuo has revised downward the forecasted number from 30 million units to 35 million units from the initial 40 million units. This is not due to the low demand but the main reason is that the production system is not catching up. The TrueDepth camera built in the front part of the iPhone X has a design that mounts as many as seven sensors in a narrow part, and the stagnation in production of this unit part is drawing a pull of the whole production.


Although it is iPhone X which has a problem with the supply of products a little after the release, Mr. Kuo predicts the prospect from 2018 to 2019 to be "positive". In particular, the new user experience brought by TrueDepth cameras does not allow Android phones to follow, and assumes that Android phones require a period of one and a half to two and a half to implement equivalent functionality.


On the other hand, demand for iPhone 8/8 Plus is forecasted to decrease from 2018. Especially as iPhone X appears, iPhone is considered to have an opportunity for demand to demand. However, Mr. Kuo analyzes that despite a decline in demand, it is not so much worried as a whole on the basis of the strongness of iPhone 8 Plus.

Mr. Quo also predicts that iPhone suppliers will likely see a decline in stock prices in the short term but will proceed in a better direction on a medium to long term basis.