According to the Beijing science and technology blog MacRumors reported on December 9, upstream supply chain news, iPhone X parts orders in the past two months soaring seems to be over.After experiencing strong demand in September and October , iPhone X component shipments weakened in November.
Sources said Apple may lower its iPhone shipments in the first quarter of next year due to unexpected strong demand for key components, with parts orders for iPhone X having dropped 30% from the previous forecast in November.
Weakening demand for components reflects the improvement in production yield for iPhone X. iPhone X Worldwide shipments in November continued to improve, from three weeks to four weeks, to a week to two weeks.In the United States and Europe, consumers book iPhone X can be delivered in about a week.
Turnover growth of Apple suppliers, such as Dali Optoelectronics and Technology Technology, may start to slow down or decline from a month-on-month basis. As the supply of touch panels to the commercial optical industry is expected to continue its growth momentum until 2018, it will encounter in November The revenue decline.
Sources estimate that iPhone X shipments in January and February next year will be similar to November of this year, but will plummet in March. Overall, iPhone X shipments in the first quarter of next year are expected to be lower sequentially About 30%, which takes into account the seasonal factors and the Chinese Lunar New Year workers holiday.
However, sources said iPhone X shipments in the first quarter of next year may still be better than the first quarter of this year's level.