barron`s.com, StreetInsider reports that Mizuho Securities analyst Abhey Lamba said in a research report released on the 14th that his Japan-based colleague Yasuo Nakane conducted a field investigation of the supply chain and found that iPhone X production will probably be higher in 2017 (2017) The expected shortfall of about 8 million was mainly due to the poor yield improvement, of which the 3D sensing component remained the bottleneck of the iPhone X and the OLED panel yield improved.
Lamba believes that the iPhone X supply and demand imbalances, may be extended to the season of January to March next year, which may affect the purchase decision of consumers, because then the market's vision, will shift to the next wave of product updates cycle. Not only that, with With the popularity of OLED panels rising, coupled with competitive product prices more advantages, it is estimated that the iPhone X demand may therefore stagnate.
Nikkei has pointed out that iPhone X mass production in the early summer due to quality problems caused by the OLED panel fitting project, coupled with the accuracy of face recognition module parts lead to poor production time delay.But the part yield in late September Improved around the stable production system, so iPhone X in October to increase production, and because the current is still out of stock, it is estimated that in November the production will further increase.
Samsung Electronics may launch earlier S9, against the iPhone X. Japan website sumahoinfo relay PhoneArena reported on November 8 that South Korea's Samsung Samsung 2018 version of the flagship models Galaxy S9, S9 + and Galaxy Note 9 screen size and this year's S8, S8 +, Note 8 are the same, 5.77 inches, 6.22 inches, 6.32 inches, and Samsung has given up on the S9 / S9 + fingerprint recognition technology embedded in the screen, but will be the same with the S8 / S8 + fingerprint recognition configured on the back of the phone , But Note 9, which is expected to debut next August, may feature on-screen fingerprint recognition.
The report points out that the back of the S9 / S9 + will be greatly changed compared to the S8 / S8 +, and the change should mean that the S9 / S9 + will be equipped with a dual-lens camera and the S9 / S9 + will be up as fast as next month (December ) Started mass production (mass production), about 2 months faster than in previous years.
Samsung Galaxy S series models are usually published in March of each year, sold in April, and if the overall S9 / S9 + schedule two months time, then show S9 / S9 + may be released in January next year, February open Sell, meaning the S9 / S9 + is likely to be unveiled at CES 2018 in January next year.