New reports have suggested that Apple hasn’t yet issued the final production run of its new iPhone X – pointing to possible shipping delays.
Around this time last year, Apple struggled to bring its AirPods to store shelves in time to meet the Christmas rush – and now the Cupertino company may face a similar dilemma with its newly announced iPhone X.
According to a new report from Raymond James analyst Christopher Caso, Apple has yet to begin the final production run of its forthcoming handset – Caso cites that supply chain players are facing difficulties that may well lead to production delays and, accordingly, might result in Apple forcibly postponing the handset’s shipping dates.
The outline of Caso’s report reads:
“Interestingly, while the industry widely anticipated a shift in iPhone ramp timing, our checks suggest there was an incremental delay in the build plans – with orders firmed up as recently as last week – shifting production more into the December quarter. While our checks are ongoing, initial feedback from our meetings suggests that final production of iPhone X has not yet begun, with production expected to commence in mid-October. That production start is about a month later when compared to expectations a month ago, and about 2 months later than expectations at the end of June. Notably, this is consistent with commentary from Diodes last week suggesting the timing had changed since reporting June quarter results and is important as it relates to tone and expectations for the December quarter.”
Though the news will be devastating for some, it has two implications – firstly, consumers who’ve elected to hold off on Apple’s iPhone 8 and iPhone 8 Plus might resort to purchase either of those handsets out of frustration (buoying an already quiet start to pre-orders), or iPhone X demand might sizeably increase thanks to reports that the device will ship in low yields, with Apple only producing some 10,000 units per day.
iPhone X pre-orders were slated to begin on October 27th, and at the time of writing Apple has not clarified if this date will change.
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