Although the production volume of iPhone X increases to "400 thousand units per week", the situation which has not yet reached the main course

It has been reported that the production of iPhone X which started approaching reservation acceptance on October 27 (Fri) in 2017 · release on November 3 tickets began to take off little by little. Especially from the supply problem of major parts, production seems to be gradually improving at a low level of "100,000 units per week", but it seems that the distant state is still far from the initial schedule.

Apple (AAPL) Now Cranking Out 400K iPhone X Units Per Week - Rosenblatt
https://www.streetinsider.com/Analyst+Comments/Apple+%28AAPL%29+Now+Cranking+Out+400K+iPhone+X+Units+Per+Week+-+Rosenblatt/13380149.html

iPhone X production increasing from 100,000 to 400,000 units per week
http://www.idownloadblog.com/2017/10/12/iphone-x-production-400000-units-per-week/

In regard to iPhone X, a face authentication system that replaces the Touch ID of the fingerprint authentication system "Face IDIt is said that there is a problem that the production of the unit becomes a bottleneck and the assembly of the terminal does not proceed as planned. But as I came here gradually the situation seems to be beginning to improve, Research firm "Rosenblatt SecuritiesAccording to analyst Jun Zhang, iPhone X's production is rising to the level of "400,000 units per week" at the head of October. Initially, considering that production was only proceeding on the scale of "100,000 units per week", it can be said that it is considerable improvement.

Still, there are still situations where Apple has not reached the initial plans planned. Mr. Jun predicts iPhone X shipments from 20 million units to 50 million units from December 2017 to March 2018. However, this is the deadline value before the situation improvement. Simple calculation is difficult because of the Chinese New Year in this period, but based on this forecast, the average number of production per week is 1 million to 2.5 million per week.

Also,Nikkei Asian ReviewReports that the TrueDepth sensor mounted on the iPhone X has become the biggest bottleneck. This sensor that recognizes the user's face three-dimensionally by irradiating countless infrared dots greatly characterizes the iPhone X, but it is a real ironic situation that the unit is dragging the production legs a lot so.


The infrared dot irradiation device included in the TrueDepth sensor has contract with Apple as the sole supplier of Lumentum, and Win Semiconductors in Taiwan undertakes manufacturing. Although it has not been clarified at what stage the problem actually occurs, it is said that Taiwan's parts supplier Himax has started shipping parts called "wafer level optics" (WLO) that irradiates infrared rays The situation is alsoIt is reported.

Although the production issue of iPhone X reported from the beginning seems to be gradually improving, it seems that we have to wait for the second quarter of 2018 to reach the scale that Apple originally aimed at It is a situation. Therefore, it is considered that the shortage will continue for some time after the release on November 3, 2017. However, in terms of total, Apple's performance is also good. Based on the strong performance of Apple Watch and the replacement demand from the old iPhone, Morgan Stanley is predicted that in 2018 Apple will enter a state called "Super Cycle".

Apple iPhone Enters Supercycle, Watch Demand Second to None
http://www.barrons.com/articles/apple-iphone-enters-supercycle-watch-demand-second-to-none-1507737844