Last week we heard that shipping times of the new iPhone X had improved in the US. Shipping times are now at one to two weeks if you order Apple’s new iPhone online.
Demand for Apple’s new iPhone has not been reduced, according to a recent report, the reason Apple has managed to catch up with demand is due to increased production of the handset. The news comes in a report from KGI Securities analyst Ming-Chi Kuo.
Ming-Chi Kuo has revealed that production of the new iPhone X has increase because of improved yield of the handsets.
Hon Hai’s daily shipments of iPhone X have climbed to 450-550k units, up from 50-150k units 1-2 months ago; (2) shipments of Career’s LCP LTE antenna will likely grow 100% MoM in both November and December; and (3) production yield of Dot projection module, made by LG Innotek (KR) and Sharp (JP), has moved quickly above 80-90% or higher from below 60% 1-2 months ago.
So it looks like this has helped Apple catch up with demand for their new iPhone slightly, although you still have to wait a few weeks to get the handset. It still could take Apple until early next year to fully catch up with the demand for their new iPhone X.
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