Ming-Chi Kuo Says iPhone X's TrueDepth Production Issues Stabilizing, Won't Affect Next Year's Models

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Oct 29, 2017.

  1. MacRumors macrumors bot

    MacRumors

    Joined:
    Apr 12, 2001
    #1
    [​IMG]


    While the iPhone X has reportedly faced production issues related to the TrueDepth camera, resulting in shipment delays, respected analyst Ming-Chi Kuo said supply of components for the facial recognition system is now stable.

    [​IMG]

    In a research note with KGI Securities, obtained by MacRumors, Kuo added that Apple won't "repeat the mistake" of delayed production with next year's iPhone models, which he predicts will "arrive on time" under "stable supply."
    Kuo expects new iPhone models launching in the second half of 2018 to adopt the same wafer level optics for the TrueDepth system's dot projector, and the same 4P lens for the infrared camera, as the iPhone X.

    iPhone X pre-orders began on Friday at 12:01 a.m. Pacific Time, and shipping estimates have remained at 5-6 weeks since a few hours after that time.

    Article Link: Ming-Chi Kuo Says iPhone X's TrueDepth Production Issues Stabilizing, Won't Affect Next Year's Models
     
  2. vertsix macrumors 65816

    vertsix

    Joined:
    Aug 12, 2015
  3. BruceEBonus macrumors 65816

    BruceEBonus

    Joined:
    Sep 23, 2007
    Location:
    Derbyshire, England
  4. 840quadra Moderator

    840quadra

    Staff Member

    Joined:
    Feb 1, 2005
    Location:
    Twin Cities Minnesota
    #4
    Another obvious resolution by Kuo. Apple learns from previous experiences. Can’t see how this is any different from how TouchID production improved over time.
     
  5. zombierunner macrumors 65816

    zombierunner

    Joined:
    Jan 18, 2011
    Location:
    UK
    #5
    Yup 2018 iPhones are going to be kick ass. Any Face ID and Oled issues would've been sorted out.
     
  6. Aluminum213, Oct 29, 2017
    Last edited: Oct 29, 2017

    Aluminum213 macrumors 68040

    Aluminum213

    Joined:
    Mar 16, 2012
    #6
    So in other words, let the guinea pigs deal with the mess that’s going to be the iPhone X and wait for the iPhone 11 next year
     
  7. Supacon macrumors member

    Supacon

    Joined:
    Jul 7, 2011
    Location:
    Canada
  8. SR71 macrumors 68000

    Joined:
    Jan 12, 2011
    Location:
    Boston, MA
    #8
    Lol wait, so now Kuo is saying supply is stable? Last week he was saying it was still going to be horrible and delays would cause people to have to wait till 2018 to get their iPhone X. Now he's saying supply is stable. All he's doing now is backtracking and acting like he was right all along. Such BS.
     
  9. fokmik macrumors 68040

    Joined:
    Oct 28, 2016
    Location:
    USA
    #9
    "next year's iPhone models" so this links to the other rumour iphone 6.4" so we will have at least 2 models next year
    iphone 5.8"
    iphone plus 6.4"

    and maybe iPhone SE 4.5" ?
     
  10. iPhonefan200 macrumors regular

    Joined:
    Sep 24, 2016
    #10
    see he's trying to smootly recover from the " you won't see your X till february ". 5/6 weeks for late orders. the usual for Apple, didn't believe him from the start.
     
  11. spoa94 macrumors 6502a

    spoa94

    Joined:
    Oct 12, 2011
    Location:
    New Orleans, LA
    #11
    My two biggest wants for 2018 since I'm skipping X this year. 1) I want a X Plus sized model. 2) For it to be released "on-time" in September
     
  12. shyam09 macrumors 68020

    shyam09

    Joined:
    Oct 31, 2010
    #12
    September 2018: Ming Chi Kuo predicts that iPhone shipments will be on short supply.
     
  13. mikecorp Suspended

    mikecorp

    Joined:
    Mar 20, 2008
    #13
    They must introduce smaller iPhone x! Minimalistic Design Johnny,
     
  14. 840quadra Moderator

    840quadra

    Staff Member

    Joined:
    Feb 1, 2005
    Location:
    Twin Cities Minnesota
    #14
    What OLED issues are you expecting? Samsung has been making them for years, so curious what issues you are expecting in the X?
     
  15. iapplelove macrumors 601

    iapplelove

    Joined:
    Nov 22, 2011
    Location:
    East Coast USA
    #15
    If there even is a iPhone X plus in the pipeline parts will start to leak pretty early I imagine.
    --- Post Merged, Oct 29, 2017 ---
    I think they will make a smaller one, not bigger one myself. But I know nothing lol
    --- Post Merged, Oct 29, 2017 ---
    Most people’s two biggest wants for the new year is health and financial success lol. I want those plus a bigger plus
     
  16. hlfway2anywhere macrumors 65816

    Joined:
    Jul 15, 2006
    #16
    Gonna be waiting with the folks looking forward to Mac OS XI.
     
  17. Bazooka-joe macrumors 68020

    Bazooka-joe

    Joined:
    Mar 12, 2012
    Location:
    Swindon, England
    #17
    Yep Apple are going to upset a lot of people because more than likely Apple will release the XI in September and the guys on Apples upgrade programme will have to wait until November unless they sell their phones and pay the contract off.
     
  18. jft94 macrumors regular

    Joined:
    Nov 5, 2016
    #18
    I don't know why people 100% believe him anyway. The iPhone X delivery windows are nowhere near as bad as he said they would be.
     
  19. flat five macrumors 603

    flat five

    Joined:
    Feb 6, 2007
    Location:
    newyorkcity
    #19
    he said iPhone X supply vs demand won't stabilize until 2018.
    that is very likely going to be true.
    --- Post Merged, Oct 29, 2017 ---
    i think a lot of people may have misinterpreted what he said.

    read it again:
    https://www.macrumors.com/2017/09/15/kgi-iphone-x-supply-demand-balance-2018/
     
  20. Chupa Chupa macrumors G5

    Chupa Chupa

    Joined:
    Jul 16, 2002
    #20
    They seem pretty spot on to me. He said initial demand wouldn't be satiated until the end of the year. If you look at Apple's current delivery promise it's 5-6 weeks. That's pretty much the end of the year -- and if it stays at 5-6 for much longer that will go into 2018. That's exactly what he said. He always said Apple would be able to produce 30-40m units by the end of the quarter.
     
  21. 69Mustang macrumors 603

    69Mustang

    Joined:
    Jan 7, 2014
    Location:
    In between a rock and a hard place
    #21
    Before calling BS, please go back and re-read. This blurb is a follow up to the earlier blurb you referenced. He said supply would be horrible through the first half of 2018. This blurb says supply will stabilize by 2nd half of 2018:
    "We believe shipments of new 2H18F iPhones will arrive on time under stable supply in late 3Q18F." -Kuo
    There's no conflict between this week's and last week's proclamations. To be fair, it still could be BS, but not because of what you misinterpreted.;)
     
  22. Juan007 macrumors 6502a

    Juan007

    Joined:
    Jun 14, 2010
    #22
    Good job Tim Cook, figuring out the supply chain! I'd also like to point out that supplies for the iPhone X seem "better than expected", the doom and gloom reports about 0 supply were not true!
     
  23. LoveToMacRumors macrumors 68020

    LoveToMacRumors

    Joined:
    Feb 15, 2015
    Location:
    Canada
    #23
    No improvement in Face ID next year? Awesome, no reason to spend another grand on next year's iPhone
     
  24. joesegh macrumors 6502

    Joined:
    Jun 17, 2009
    Location:
    New Jersey, USA
    #24
    He’s saying supply will be stable for 2018 iPhones on account of using the same parts as the iPhone X. Very different.
     
  25. iamaydo macrumors member

    iamaydo

    Joined:
    Sep 9, 2017
    Location:
    California
    #25
    iPhone XI*
     

Share This Page