TrueDepth Camera System is Primary Reason for Slow iPhone X Production
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.
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.
Popular Stories
In his Power On newsletter today, Bloomberg's Mark Gurman outlined some of the new products he expects Apple to announce at its "Let Loose" event on May 7. Subscribe to the MacRumors YouTube channel for more videos. First, Gurman now believes there is a "strong possibility" that the upcoming iPad Pro models will be equipped with Apple's next-generation M4 chip, rather than the M3 chip that...
Bloomberg's Mark Gurman today said that iOS 18 will "overhaul" many of Apple's built-in apps, including Notes, Mail, Photos, and Fitness. Gurman did not reveal any specific new features planned for these apps. It was previously rumored that the Notes app will gain support for displaying more math equations, and a built-in option to record voice memos, but this is the first time we have...
Apple's upcoming iPad Pro models will feature "by far the best OLED tablet panels on the market," according to Display Supply Chain Consultants. Set to be announced on May 7, the OLED iPad Pro models will feature LTPO (a more power efficient form of OLED), a 120Hz ProMotion refresh rate, and a tandem stack and glass thinning that will bring "ultra-thin and light displays" that support high...
Apple has announced it will be holding a special event on Tuesday, May 7 at 7 a.m. Pacific Time (10 a.m. Eastern Time), with a live stream to be available on Apple.com and on YouTube as usual. The event invitation has a tagline of "Let Loose" and shows an artistic render of an Apple Pencil, suggesting that iPads will be a focus of the event. Subscribe to the MacRumors YouTube channel for more ...
Apple is set to unveil iOS 18 during its WWDC keynote on June 10, so the software update is a little over six weeks away from being announced. Below, we recap rumored features and changes planned for the iPhone with iOS 18. iOS 18 will reportedly be the "biggest" update in the iPhone's history, with new ChatGPT-inspired generative AI features, a more customizable Home Screen, and much more....
New iPads are coming, and Apple is holding a virtual event to introduce them! While it appears likely to be a relatively short video event, we should be seeing new iPad Pro and iPad Air models, some new accessories, and perhaps some additional surprises. Other Apple news and rumors this week included word that Apple is FINALLY planning to introduce a native Calculator app for the iPad later...
Top Rated Comments
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.