Sorry, Swiss dude. Given Apple's strong negotiating posture, in what universe do you expect Apple to order quantities relative to yield?
No siree! Apple most certainly would expect the manufacturer to assume bad production yields, while delivering nothing less than error-free product, in accordance with Apple-contractual specifications.
Do not forget: these are the same guys that cajoled GT Advance, their failed sapphire supplier, to "put on big boy pants" while negotiating unfavorable production T&Cs.
I am not talking about the yield loss from manufacturers. I am talking about the yield loss during the production / assembly of the iPhone. I see that it was not very clear in my original comment.
A lot of "rubbish" iPhones were pressumably produced during the first weeks of production. 300'000 people work on the assembly line for the iPhone X. That is a lot of people who have to get used to the new and even more fragile components.
Even if it's tested exentesively during the pre-production phase, Foxconn would never be able to hold the yield loss low, as there is another pressure when the real production goes live and people have to get used to it. All the reports indicated that the same thing: high yield loss during assembly of the iPhone, so it's natural to assume, that Apple ordered more to account for that.
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The surge of orders is over..as it should be...Theres is only a small percentage of people willing to pay $1100 plus for a cellphone...Not saying the phone didn't sell a good amount...but just think of the amount they would have sold if a few things would have been different
Well, that is not entirely true.
Most people do not pay the full amount up front. They either get a discount in combination with a carrier contract or pay it monthly, and are willing to spend that. And as it says in the report above, the demand has not weakened and will be as strong in 2018 as it is now.
And reports like that have been made every year for every iPhone, which even has lead Apple to the statement that we should not link iPhone demand to supply chain rumors.
Furthermore, We are talking about the orders in 2018 Q1. In China everything closes down for nearly a month for the Lunar New Year. That would also go hand in hand with the 30% lower order quantity compared to 2017 Q4.
And lastly, and probably most importantly: There are always fewer shipments in Q1 than in the holiday period.
So for component orders to be lower is really not a surprise when you look at it that way.