Ming-Chi Kuo: iPhone X Production Currently Just <10K Units Per Day, Blush Gold Color May Launch Later

[MacRumors]

KGI Securities analyst Ming-Chi Kuo issued a research note to investors today in which he said Apple's current iPhone X production totals less than just 10,000 units per day. For this reason, Kuo anticipates the iPhone X will remain in "severe short supply for a while" following its expected launch later this month.

Kuo also anticipates that the so-called "Blush Gold" colored iPhone X will encounter some production problems and will initially be available only in "extremely low volume." He said there is even a chance that the gold version will go on sale at a later date than the other colorways, which are rumored to be silver and black.

Here's the excerpt from Kuo's research note obtained by MacRumors:

Due to component supply constraints, we estimate current production of the OLED iPhone at less than 10k units per day, which means the model will remain in severe short supply for a while. Furthermore, we estimate that the gold version of the OLED iPhone will encounter some production problems and will initially be available only in extremely low volume. There is even a chance that the gold version will go on sale at a later date than the other versions. However, we believe these shipment delays will have a limited impact on the shares of Apple and its supply chain members.

Apple is expected to unveil the iPhone X, a new Apple TV with 4K video, and Apple Watch Series 3 models with LTE at its first-ever event at Steve Jobs Theater tomorrow. Join us at 10:00 a.m. Pacific Time for complete coverage.

Article Link: Ming-Chi Kuo: iPhone X Production Currently Just <10K Units Per Day, Blush Gold Color May Launch Later

 

[Sunny1990]

Really hope it's not true! Wish everything goes well with production so we don't face severe shortage at lunch. I really want my hands on that Blush Gold color.

 

[TimeSquareDesi]

"You guys, the phone that has not been announced yet is delayed!" ZOMG!!

 

[ksnell]

Wow, that does not seem like a lot.

 

[Statusnone88]

As long as I can get a 256GB iPhone X in “black”, all is good.

 

[AngerDanger]

Kuo also said the gold colored iPhone X may be encountering some production problems, which may lead to even tighter supply for that particular version.

Oh, no… not Blush Gold! We were all really into that color…

 

[ValO]

There is my answer, i’ll be lucky to get one, before the end of the year.
The black market will be cheering right now.
Now available for 2500 us.

 

[iPhonefan200]

Wouldn’t be Apple Product Launch Week without some “ supposed source “ claiming delays to hype up the phone for sales and manipulate the stock market prior to launch. Every year same “leak” happens and every year the most models ship within the first 4 weeks. SMH

 

[BoxerGT2.5]

How many releases is apple going to screw up? "Here it is, good luck getting one.". I'm sure the homepod will be a cluster **** as well to go along with the airpods and now the X.

 

[macTW]

What do you expect? New production method and new color plus delay with Touch ID.

 

[Andres Cantu]

Gold iPhone 5s all over again...

 

[JaySoul]

Make it seem scarce.

That makes people want it more, and ultimately more forgiving of an exorbitant price tag.

 

[sniffies]

Thank god I couldn't care less about blushie.

<10k per day is plenty enough for the one and only greatest America!!!!!!

 

[johnyslats]

BLEAK news!

 

[The Game 161]

Black 256GB for me so hopefully we get it at a decent time..be interesting how much stock goes to the carriers

 

[b13o0r12e3]

the first thing that comes to mind when 'blush gold' is mentioned...

 

[ValO]

I’ll laugh my ass off if these leaks were somehow controlled by Apple, and that the biggest surprise we’ ll hear tomorrow that will have touchid somehow/where.

It probably won’ t though.

 

[SamGabbay]

Assuming production started August 1, 2017 and maintained 9,500 units per day according to this report... Thats 369,000 units to date.

 

[5105973]

No worries. Our friend Raffi will hook us up again.

 

[jmgregory1]

If true, 10k per day isn't a supply constraint, it's a model that can't be released. If you extrapolate out, with their starting production in the last 30 days, that's 300k units for launch. There is no way they would offer it for sale if that's what they're sitting on now.

Maybe with 3m units on hand, but then they'd need to be producing ~1m units per day to satisfy what I expect will be initial demand of 30m units in the first 30 days.

 

[scott911]

my box of crayolas says that's "Copper"

 

[vipergts2207]

I may just end up going iPhone 7S or 8 (whatever they decide to call it), if the iPhone X's are going to be extremely delayed. I don't want to be waiting until next year for a new phone. I'm also a bit skeptical of the gigantic screen on the iPhone X, as I like to use my phone one-handed a lot. The top left corner is barely reachable with one hand on the 4.7" screen as it is.

 

[The Game 161]

Makes me think even October will be a stretch

 

[Eorlas]

Wouldn’t be Apple Product Launch Week without some “ supposed source “ claiming delays to hype up the phone for sales and manipulate the stock market prior to launch. Every year same “leak” happens and every year the most models ship within the first 4 weeks. SMH

That "supposed source" is the person with the strongest track record of delivering accurate info before release. For many years now. Unfortunately, he is not the only person to have suggested a major delay.

I'm willing to hope he's wrong on this one, however.

 

[TechnicallyTee]

Well I just plan on doing what I normally do which means waking up to order at 3am and just see what day I get. Is what it is.