Kamplin said that the current situation has caused investors to worry about the situation of AMS, a key supplier of iPhone X 3D sensing technology. He said that TSMC’s record inventory level is because Apple does not buy any components for the future iPhone X, suggesting that This phone may be discontinued this year.
He said: "With the decline in iPhone X orders and TSMC's inventory record, it basically reflects the need to sell inventory first. What are the reasons? Because the iPhone X is over. He said that the iPhone X problem is simply too expensive."
U.S. Mizuho also issued a report stating that the data showed that the demand for iPhone X was weak and the orders for iPhone 8 and iPhone 8 Plus steadily declined.
El Seargel, an analyst at Elazar Consulting, said: "The demand for mobile terminals will be weak before the new iPhone will begin to drive the supply chain this fall."