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macrumors bot
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Apr 12, 2001
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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.

truedepth.jpg

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."
Apple won't repeat the mistake of supply disruption & delayed production as seen with iPhone X. We believe shipments of new 2H18F iPhones will arrive on time under stable supply in late 3Q18F. And given no major spec upgrade of TrueDepth camera on these new models, we believe Apple will continue to use the same WLO for dot projector and 4P lens of infrared camera as iPhone X. We believe the supply of both components are now stable, leaving no need to switch to other solutions.
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
 

SR71

macrumors 68000
Jan 12, 2011
1,591
308
Boston, MA
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.
 
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fokmik

Suspended
Oct 28, 2016
4,909
4,683
USA
"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" ?
 
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iapplelove

macrumors 603
Nov 22, 2011
5,220
7,325
East Coast USA
If there even is a iPhone X plus in the pipeline parts will start to leak pretty early I imagine.
[doublepost=1509294058][/doublepost]
They must introduce smaller iPhone x! Minimalistic Design Johnny,

I think they will make a smaller one, not bigger one myself. But I know nothing lol
[doublepost=1509294129][/doublepost]
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

Most people’s two biggest wants for the new year is health and financial success lol. I want those plus a bigger plus
 
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flat five

macrumors 603
Feb 6, 2007
5,577
2,656
newyorkcity
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.
he said iPhone X supply vs demand won't stabilize until 2018.
that is very likely going to be true.
[doublepost=1509294324][/doublepost]
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.
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/
 
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Chupa Chupa

macrumors G5
Jul 16, 2002
14,834
7,394
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.

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.
 
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69Mustang

macrumors 604
Jan 7, 2014
7,807
14,817
In between a rock and a hard place
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.
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.;)
 
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Juan007

macrumors 6502a
Jun 14, 2010
755
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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!
 
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LoveToMacRumors

macrumors 68020
Feb 15, 2015
2,426
2,051
Canada
And given no major spec upgrade of TrueDepth camera on these new models, we believe Apple will continue to use the same WLO for dot projector and 4P lens of infrared camera as iPhone X.
No improvement in Face ID next year? Awesome, no reason to spend another grand on next year's iPhone
 
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joesegh

macrumors 6502
Jun 17, 2009
315
137
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.
He’s saying supply will be stable for 2018 iPhones on account of using the same parts as the iPhone X. Very different.
 
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