iPhone X is giving Apple everything it’s ever hoped for and more. Besides being considered one of the best inventions of this 2017, the mobile is still selling like hot cakes and Apple seems to have managed to overcome one of its main obstacles, by accelerating the demand for the new device, especially in the run-up to Christmas.
This week it was KGI’s analyst Ming-Chi Kuo who came out with a new note on the demand and supply of the iPhone X. In it, he explains that while some believe that iPhone X is rapidly improving supply due to low demand, he claims that it is still improving with demand remaining strong.
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Specifically, Kuo claims that Hon Hai’s iPhone X unit shipments have increased to 440,000 to 550,000 units per day. That increased dramatically from 50 thousand to 100 thousand units sent per day a month ago.
In the note, the analyst also gave details on production stating that providers are also increasing production, with Career’s LTE antenna having a monthly growth of 100% and Sharp’s Dot projection module and LG having achieved a production yield of 80 and 90%.
With this information, the renowned analyst reaffirms his analysis of a few weeks ago, when he said that the supply of the key components of Face ID was “stable”. In short, Kuo says that orders for the iPhone X remain positive and disagrees with opinions that say demand for the device is weak.
What cannot be denied is that against all odds, the delivery of iPhone X has improved rapidly since its launch earlier this month, so much so that those who order from Apple’s online store will now receive their device in 1 or 2 weeks, as opposed to the 5 or 6 weeks estimated for the first orders.