Therefore, when the market came out iPhone X may ship with less than expected due to a given manufacturer, according to the Daily Industrial News reported that manufacturers are also worried that this will affect the performance of other unrelated manufacturers, similar to the 2015 iPhone 6s sales low At the expected level, led to Apple's inventory adjustment in October, the Journal Industry News quoted anonymous analysts say manufacturers regard it as a nightmare, and are afraid to reproduce now.
Japan's electronics component makers were also able to look forward to making up for the mainland market amid poor sales of the iPhone, but Murata, president and president of Murata, said the growth in the mainland market has slowed down; TDK president Shiraishiwa also said that, Can not hold too much expectations.The reaction of these manufacturers, Japan's component manufacturers show that the mainland mobile phone market is not optimistic about the sale of the iPhone X even more care.
Although the most expensive component OLED panel on the iPhone X, according to market research firm TechInsights, cost 65.5 US dollars, not the Japanese manufacturers of products, but the Murata MLCC and flexible substrate and other parts, is still the world of Japanese manufacturers ; While the $ 999 iPhone X, manufacturing costs accounted for only 36% of the price, after all, component revenue is not as good as the phone itself, but it is still coveted by Japanese manufacturers market.
However, with the increasing performance and increasing number of parts of smartphones, the number of high-end smartphone parts in iPhone 4 is about 600, but iPhone X has been reported to have reached 1,000, such as multiple face recognition instead of a single fingerprint sensor With sensors, and increasing the amount of ultra-small capacitor.
As a result, Suyuko's plant in Joetsu, Niigata Prefecture, Japan, has now decided to invest in the establishment of a third factory building to increase MLCC production capacity by 50% from now and is expected to start operation in March 2019. Murata also invested in the production of flexible substrates MetroCirc, to make up for the current low yields lead to supply problems, and lock the future of major smart phone factory in the relevant market.
The iPhone X's sales performance and market reaction will also affect Apple's policy on different display panel products after 2018, so Japan's electronic components factory is now on the iPhone X related news, are very concerned about.