Only 2 to 3 million units of iPhone X will be available on November 3, predicts KGI

Apple iPhone X component supply issues might be resolved but will take time to ramp up the production.


The iPhone X that was unveiled along with the iPhone 8 and iPhone 8 Plus is approaching closer to its release date. The device will be launched on November 3 in many countries across the world.

Only 2 to 3 million units of iPhone X will be available on November 3


While we are just a few days away from the launch of the smartphone, a recent 9to5Mac report cites the famous KGI analyst, Ming-Chi Kuo stating that only 2 to 3 million units of the iPhone X will be made available on the launch day. This is far too less than the expected demand of 40 to 50 million units.

Apple iPhone X retail box revealed before official release

Previously, there were reports that the TrueDepth camera's implementation was creating troubles during the production of the iPhone X. However, the analyst states that the issue has been fixed and the current challenge that the company is facing is due to the PCBs. The two separate PCBs are failing to meet the requirements of Apple that are more stringent than the specs for the similar iPhone 8 components.

The iPhone X has a flexible antenna PCB which is claimed to the biggest hurdle that the company is facing during the production. These antennas were to be built by Murata but they could not meet the requirements of Apple and the company found has another supplier but it will take a considerable time to ramp up the production.

Apple iPhone X shipment may not start before December

Besides the flexible antenna PCB, the second troublesome component is claimed to be the PCB used for the wide-angle camera. The iPhone X has separate PCBs for the telephoto and wide-angle cameras and the latter is taking time to come out of the factories.

KGI Securities believes that Apple will be able to ramp up the production in November letting them to ship around 25 to 30 million units while the estimated figure is 30 to 35 million units. However, 2018 is said to be a better year for the device as the shipments might increase by up to 50%.

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