Now, Apple's official website shows that the latest shipment date of iPhone X has been accurate to December 9, and the shipping time in overseas markets has been shortened to within 1 week. This is less than 2 weeks after Apple's last time shortened the shipment of iPhone X. On November 23, Apple's official website updated the iPhone X shipment date: 1-2 weeks.
Today, according to foreign media reports, sources from the supply chain said that Apple's demand for iPhone components is gradually slowing down, and some people are worried that market expectations in the fourth quarter of this year will be lower than the first half of next year. According to the information currently available, all four parts suppliers have reported flat or down orders.
Although iPhone X orders surged in September and October this year, sources in the upstream parts supply chain showed that shipments of iPhone device parts have declined since November and may fall further in December.
As demand for key components did not receive the expected strong growth, sources worry that Apple could lower its iPhone X shipment target in the first quarter of 2018.
Digitimes reported that camera lens supplier Dali Optoelectronics Co., Ltd.'s revenue in November was flat; mold manufacturer Kecheng Technology and touch panel suppliers fell in revenue in the same month; and touch screen module supplier TPK holding also expected revenue in December.
However, suppliers said demand in January and February next year is expected to be close to levels before a “significant decline” in March each year. However, considering the sales throughout the quarter, it is certain that the market demand is expected to be very high.
Sources believe that Apple's iPhone shipments in the first quarter of 2018 may still be higher than the same period in 2017. It is worth mentioning that Apple has been stressing that it should not infer the demand for iPhone products from a single supply chain report.
Previously, well-known Apple analyst Ming-Chi Kuo said that the shortened delivery time of iPhone X does not mean that its demand has been reduced, but that Apple has solved the bottleneck of mass production. It says that the daily production capacity of iPhone X is now three times that of the original. He also believes that the iPhone X will still perform strongly during the end of the year shopping holiday.
. During this trip to Apple CEO 4 Cook in China, he also said, "He is very satisfied with the sales of iPhone X in China."
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