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Following a report claiming Apple's suppliers are shipping only about 40 percent of the components originally planned for initial production of the iPhone X, a new report suggests the TrueDepth camera is the primary bottleneck.

truedepth-800x481.jpg

The word comes from KGI Securities analyst Ming-Chi Kuo, who said the facial recognition system is "far more complex" than those on competing devices, which is making it challenging for Apple to achieve mass production.

An excerpt from Kuo's research note obtained by MacRumors:
TrueDepth camera may be main production bottleneck of iPhone X ramp. The 3D sensing (TrueDepth camera) on iPhone X is composed of a structured-light system, time-of-flight system and a front-facing camera, which represents a far more complex structure than those of rivals. It will therefore be harder to achieve mass production. While we project iPhone X will see output ramp up meaningfully in mid/ late October, tight supply may only start to ease in 1H18F due to strong demand.
Kuo said shipments of iPhone X components will likely ramp up in mid to late October. Given pre-orders begin October 27, with in-store availability starting November 3, all signs point towards the iPhone X being in extremely short supply.

Kuo believes iPhone X pre-orders have the potential to exceed 40-50 million units, so it's clear the device won't achieve supply-chain balance for quite awhile.

Article Link: TrueDepth Camera System is Primary Reason for Slow iPhone X Production
 

vannibombonato

macrumors 6502
Jun 14, 2007
377
218
40-50 million of PreOrders would honestly be just insane. We're talking 40-50 Billions of sales....

It'll be a hell of fun this year to watch the launch day crazyness, scalpers, etc.
[doublepost=1506350259][/doublepost]
doesn't apple have like $200 billion in the bank? like jesus christ buy some factories, companies, or whatever to get production what it needs to be smh

That is like saying "hey, why Samsung can't just go out and buy someone who can make a phone better than the iPhone?"

At the moment they are probably the only ones on earth who have the know-how to manufacture the thing. They are probably literally learning how the thing can be made, there's no manual for this type of stuff. They can't just hire an expert, they are the experts.
 
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pat500000

Suspended
Jun 3, 2015
8,523
7,514
I wonder what jeff williams have to say about this.

edit: Forget it. Tim should fire him.
 
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questionmark32

macrumors regular
Sep 23, 2013
247
198
Something must have happened where they decided later than normal that they wanted to do Face ID over Touch ID. The fact that the couldn't get Touch ID underneath the screen forced them to use their backup technology that they may have been planning for future iPhones, but not for the X
 
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garethjs

macrumors 6502a
Nov 11, 2008
899
414
This thing is going to be delayed till end of November by the looks of it.
 
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Jetfire

macrumors 6502
Jul 10, 2008
382
336
Cincinnati, Ohio, USA
doesn't apple have like $200 billion in the bank? like jesus christ buy some factories, companies, or whatever to get production what it needs to be smh
Ok this isn't TV you can't build a factory overnight. Apple is pushing tech to the limits here. It takes years of planning. Look at what happen with sapphire glass supplier a couple years back.
 
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Sunny1990

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Feb 13, 2015
1,660
5,195
I am getting iPhone X but I suspect the delays and supply will be so bad at launch that most likely no one will have get until next year
 
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Dades

macrumors member
May 24, 2010
82
2
Dublin, Ireland
doesn't apple have like $200 billion in the bank? like jesus christ buy some factories, companies, or whatever to get production what it needs to be smh
And miss out on all the huge queues and hype around who has and hasn't got one? No, better to have short supply and drip feed the masses while they save up to pay for it.
 
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Iconoclysm

macrumors 68030
May 13, 2010
2,506
1,769
Washington, DC
Something must have happened where they decided later than normal that they wanted to do Face ID over Touch ID. The fact that the couldn't get Touch ID underneath the screen forced them to use their backup technology that they may have been planning for future iPhones, but not for the X

This is my guess as well.
 
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Fzang

macrumors 65816
Jun 15, 2013
1,314
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The workers assemble it, and spend another 20 minutes asking around, shuffling through manuals and calling their supervisors to see if their iPhone X also has a weird notch at the top, and if it’s supposed to be that way.

My take on what’s causing the slowdown.
 
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Rogifan

macrumors Core
Nov 14, 2011
22,422
28,212
40-50 million of PreOrders would honestly be just insane. We're talking 40-50 Billions of sales....

It'll be a hell of fun this year to watch the launch day crazyness, scalpers, etc.
[doublepost=1506350259][/doublepost]

That is like saying "hey, why Samsung can't just go out and buy someone who can make a phone better than the iPhone?"

At the moment they are probably the only ones on earth who have the know-how to manufacture the thing. They are probably literally learning how the thing can be made, there's no manual for this type of stuff. They can't just hire an expert, they are the experts.
What does Samsung have to do with the true depth camera?
 
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rGiskard

macrumors 68000
Aug 9, 2012
1,799
955
Something must have happened where they decided later than normal that they wanted to do Face ID over Touch ID. The fact that the couldn't get Touch ID underneath the screen forced them to use their backup technology that they may have been planning for future iPhones, but not for the X

Very likely. Honestly I'd have preferred an 8 Plus with OLED display and touch ID in the lower bezel. Minimize the top bezel for more display area. I don't care if it isn't symmetric.
 
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Rayban

macrumors 6502
Sep 5, 2008
319
326
Something must have happened where they decided later than normal that they wanted to do Face ID over Touch ID. The fact that the couldn't get Touch ID underneath the screen forced them to use their backup technology that they may have been planning for future iPhones, but not for the X
The more I think about this logic the more I don't believe it. If they wanted to keep touch ID they could have put in in the back for the time being then introduce the ID under the screen as a huge new feature. I believe that their intent is to make Face ID the norm.
 
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Rogifan

macrumors Core
Nov 14, 2011
22,422
28,212
Something must have happened where they decided later than normal that they wanted to do Face ID over Touch ID. The fact that the couldn't get Touch ID underneath the screen forced them to use their backup technology that they may have been planning for future iPhones, but not for the X
This isn’t true. Craig Federighi told John Gruber Touch ID under the display was plan B. Gruber also confirmed the same with Apple engineers who said they’ve been working on Face iD for over a year.
 
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