Supply Chain People: Demand for iPhone X Components Slows Gradually | Supplier Orders Start to Reduce

Now, Apple's official website shows that iPhone X latest delivery date has been accurate to December 9, while the overseas market delivery time has been shortened to 1 week, which is shortened Apple iPhone last delivery time of less than 2 weeks. November 23, Apple's official website updated iPhone X delivery date: 1-2 weeks.


Supply Chain People: Demand for iPhone X Components Slows Slowly Vendor order volumes begin to shrink

Today, according to foreign media sources, sources from the supply chain said that the current demand for iPhone components is gradually slowing down, some people are worried that the market expected in the fourth quarter of this year is lower than the first half of next year. It was learned that all four component suppliers reported a flat or declining order.

Although iPhone X orders surged in September and October this year, sources in the upstream component supply chain showed shipments of parts and components for iPhone equipment have dropped since November and may decline further in December.

As the demand for key components did not get the expected strong growth, sources are worried that Apple may be in the first quarter of 2018 cut its iPhone X shipments target.


Supply Chain People: Demand for iPhone X Components Slows Slowly Vendor order volumes begin to shrink

Digitimes reported that the camera lens supplier DaLi Optoelectronics Co., Ltd. recorded a flat revenue in November; the mold maker Kexing Technology and the touch panel supplier Commercial Group declined in the same month; TPK holding, a supplier of touch screen modules, predicted 12 Month's revenue will also drop.

However, the supplier said demand for January and February next year is expected to be close to its pre-March level of "sharp decline." However, taking into account the sales for the entire quarter, it is certain that the market demand is still expected to be very strong 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 stressed that do not infer the demand for iPhone products from a single supply chain report.


Supply Chain Personnel: Demand for iPhone X Components Slows Slowly Supplier orders begin to contract

Earlier, well-known Apple analyst Kuo Ming-tao said the iPhone X delivery time is not shortened to reduce its demand, but Apple solved the bottleneck in mass production.It said that iPhone X production is now three times the original.He also believes , iPhone X shopping holiday performance at the end will remain strong.

In this Apple CEO Cook's trip to China, also said that he was "very satisfied with the iPhone X sales in China."

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