Poor 3D sensor yields mean Apple may not fulfill all iPhone X preorders until early 2018 – report

A supply chain report out of Taiwan claims that Apple is facing significant yield problems with the 3D sensors used in the TrueDepth camera module of the iPhone X. One source says that production volumes for the flagship phone are so low that they are being measured in tens of thousands of units per day …

Author Ad Placeholder
Will only appear on redesign env.

If the report is accurate, this suggests that Apple may not even be able to fulfil preorders by the end of the year.

The Nikkei Asian Review reports that the yield rates – the percentage of components that meet quality requirements – is lower than expected.

Two executives working for iPhone suppliers told Nikkei Asian Review that 3-D sensor part makers are still struggling to reach a satisfactory level of output, and to boost their yield rate […]

Both sources were unable to offer clarity on whether Apple could meet large orders after iPhone X’s launch. One of the sources said that iPhone X was being churned out in small quantities, around some tens of thousands daily.

An earlier KGI report was even more pessimistic, suggesting that production earlier in the month was even less than 10,000 units per day.

A Taipei-based analyst said that this was, however, the only major component still limiting production volumes. It had earlier been reported that Samsung was struggling to produce the OLED displays – more complex than used in the company’s own phones – with a yield rate of just 60%.

Jeff Pu, an analyst at Taipei-based Yuanta Investment Consulting, said that he expected mass production of iPhone X in the second week of October and that handsets would begin to leave China for global distribution a week later.

This supports an earlier claim that although the iPhone X is well into the planned manufacturing period, it has not yet reached what Apple would consider mass production.

Pu estimated that Foxconn has made only 2 million iPhone X units to date, but is expecting the number to hit 10M in October, and 40M by the end of the year. With KGI predicting that preorders could top 50M units, that would mean that Apple couldn’t even fulfil those orders before early 2018.

Check out 9to5Mac on YouTube for more Apple news:

FTC: We use income earning auto affiliate links. More.

You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day. Be sure to check out our homepage for all the latest news, and follow 9to5Mac on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our exclusive stories, reviews, how-tos, and subscribe to our YouTube channel



Avatar for Ben Lovejoy Ben Lovejoy

Ben Lovejoy is a British technology writer and EU Editor for 9to5Mac. He’s known for his op-eds and diary pieces, exploring his experience of Apple products over time, for a more rounded review. He also writes fiction, with two technothriller novels, a couple of SF shorts and a rom-com!

Ben Lovejoy's favorite gear