According to KGI, the iPhone X shortage components include: antenna soft board, dual lens wide-angle camera soft board, 3D sensing dot matrix projector (Dot projector). Among them, the shortage of the antenna board is affected iPhone X out The biggest bottleneck of the goods.
So the iPhone X antenna board will be out of stock? According to Guo Ming 錤 analysis, because the iPhone X antenna specifications than the iPhone 8 much higher, so the antenna board needs special materials, recipes, design, patent, process, equipment and testing, At present, only Japan's Murata Manufacturing Co., Ltd. and Taiwan factory Kerry benefits to meet the needs of Apple Japan's Murata Manufacturing Co., Ltd. was originally Apple's main antenna soft board suppliers, but due to Murata's shipping problems may be to the second quarter of 2018 to But it is also time to change the production capacity of Kerry, and Kerry is also different from the design, equipment and process of Murata, so it is expected that the fastest Wait until November to start mass production.
The second bottleneck in the iPhone X shipments is the dual lens of the wide-angle camera, which is powered by the iPhone X's dual lens specifications, mainly telephoto cameras equipped with OIS and lens upgrades to f / 2.4, plus wide-angle cameras with long Focus camera using non-common substrate design (Samsung and Huawei are using a total of two-lens design), so the soft board specifications require a higher.
It is reported that LG Innotek is the main supplier of iPhone X dual lens, last year iphone 7 Plus wide-angle + telephoto composite dual camera also from the company. LG Innotek wide-angle camera soft board is made by the Korean flexible circuit board (FPCB) Enterprise Interflex provided, according to Guo Ming 錤 revealed that the soft board is now due to quality problems caused by supply shortages.
In addition, iPhone X shortage of components and 3D sensing dot matrix projector (Dot projector). Needless to say, face recognition FaceID function is the key function of the iPhone X, and 3D sensing dot matrix projector (Dot projector) Is blocking the iPhone X large number of key components shipped.
Although the 3D sensor lattice projector to enhance the delivery also takes time, but Guo Ming 錤 analysis, dot matrix projector has been through the AA (Active alignment, active lens positioning) and environmental testing, face recognition rate of the problem has been resolved, So that the worst case of iPhone X production has passed in the assembly progress, Guo Ming also predicted LG Innotek dot matrix projector in November shipments can have significant growth, and Sharp with the help of Hon Hai is expected to December can start a lot of shipping.