In January, of the 19 IT factories in Taiwan, 13 revenue growth compared with the same month last year, the figure looks good, but as a benchmark in January 2017 due to the Lunar New Year holiday, very few working days, so Taiwan Semiconductor suppliers Pointed out that 'the actual situation can be said to fall into a stall situation.'
Hon Hai's revenue in January, though up 16% from the same month of last year, dropped 40% from December 2017 when the demand for the iPhone X assembly was soaring. The supply of infrared sensors and camera lenses for face recognition Light (3008) January revenue contracted by 6.3% over the same month last year.
In addition, the assembly of older models such as iPhone 7 and more (4938) January revenue surge of 35.8% over the same month last year. IPhone X is too expensive led to sales in China and other countries into a bitter battle, the other hand, the relatively cheaper iPhone 7 Waiting for the old models such as popularity, but also to boost Shuo Shuo.
Nikkei Shimbun January 29 reported that Apple's first smart cell phone using OLED panels iPhone X will undergo a major reduction in output, Apple has Japan and foreign suppliers informed that 2018 Q1 (January-March) iPhone X production will be more than the original The planned value (40 million) is cut by half to 20 million.
The report pointed out that due to the iPhone X price is too high, so consumers prefer the relatively cheaper price, using the LCD panel iPhone 8/8 Plus and the old model iPhone 7, so the above models Q1 production will maintain the original planned 30 million unchanged.
Japan's IT-related research firm BCN February 7 released a survey report pointed out that in January 2018, Apple (Apple) iPhone 8 become Japan's best-selling smart phone products, as equipped with OLED panel iPhone X is reluctantly quit the top 5 Top 5) of the list.