iPhone X it started to be available with shorter and shorter delivery times this week, Apple changing the delivery times for phones in many countries. Moreover, customers who ordered iPhone X from Apple noticed that the delivery dates for their orders started to be advanced by the Americans.
iPhone X has a very high demand, but this reduction in delivery times has motivated some to speculate that in reality the interest would be much lower for the phone. Well, the reality is completely different, because the reduction in delivery times for iPhone X orders is actually due to an increase in production for the phone, not a decrease in demand.
iPhone X is now produced in 450.000 - 550.000 units daily by those from Foxconn, the increase being made from 50.000 - 150.000 units in October. Practically, the iPhone X is now produced in the quantities in which the iPhone 7 was produced last year before the launch, so the demand on the market will be quickly caught up by Apple.
iPhone X. production beyond expectations at Apple
The iPhone X had the main production problem in the TrueDepth camera, which Apple's partners couldn't assemble fast enough, but that has changed. Sharp, Innotek and LG, the partners who had problems with it, have substantially improved their production, and now the new 3D front camera of the iPhone X is available in the quantities requested by Apple.
"(1) Hon Hai's daily shipments of iPhone X have climbed to 450-550k units, up from 50-150k units 1-2 months ago; (2) shipments of Career's LCP LTE antenna will likely grow 100% MoM in both November and December; and (3) production yield of Dot projection module, made by LG Innotek (KR) and Sharp (JP), has moved quickly above 80-90% or higher from below 60% 1-2 months ago."
iPhone X could be delivered by Apple in quantities 10% - 20% higher than initially estimated, and this means a few million extra units sold by Americans. It is estimated that iPhone X will add up to 20-22 million units of the total number of phones sold by Apple in Q4 2017, but this figure could reach up to 26 million units.
iPhone X had a successful launch, the Apple company admitting that it has much more demand than expected. He also admitted that iPhone X is available in extremely limited quantities, but that he is working on solving the problems and has done so, and now customers will receive their phones before Christmas, as is normal.
