Recently we’ve seen how the iPhone X’s shipping estimates have been improving tremendously, going from 5-6 weeks to under a week. It is unclear what has changed, but some have suggested that it could be because Apple now has a handle on the components, thus improving the production and improving shipping estimates as a result.However according to a report from DigiTimes, that might not necessarily be the case. The report claims that according to sources in the supply chain, the component demand for the iPhone X is weakening. This supposedly suggests that Apple is ordering less components than before, which means that demand for the iPhone X isn’t that great, which is why they don’t need as many components.
The report reads, “With demand for key component not growing as strong as expected, the sources are concerned that Apple may reduce its iPhone X shipment target for the first quarter of 2018. The sources pointed out that Apple’s component orders for the iPhone X in November were around 30% lower than its earlier forecast.”
It goes on to suggest that shipments for the iPhone X are expected to continue to be the same in January and February 2018, before declining sharply in March. This seems to be the opposite of previous reports where it suggested that the iPhone X could be difficult to get even in 2018 and that demand has yet to peak.
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