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Foxconn to deliver 25-30 Million iPhone X Models for Q4 due to Improved Yields of their new 3D Camera Module

1 cover iPhone X


Last week Patently Apple posted a report titled "Apple's Supply Chain confirms that they'll meet iPhone X Demand for the Holiday Season," contrary to some of the doom and gloom reports that have been posted online. Today another supply chain comes to light that is very positive if it actually pans out.


The new supply chain report today notes that shipments of iPhone X from Foxconn Electronics (Hon Hai Precision), Apple's sole contractor for the device, will reach around 2-3 million units before Apple begins to deliver the model on November 3, according to a Chinese-language Economic Daily News report.


Citing data from Taipei-based KGI Securities analyst Ming-chi Kuo, Foxconn will manage to ship 25-30 million iPhone X in the fourth quarter of 2017, down slightly from a previous forecast.


The report further noted that iPhone X shipments are expected to record a 50% on-quarter growth in the first quarter of 2018 on improved yield rates.


The worst case scenario for the production of 3D sensing modules used by iPhone X is over, with the two suppliers LG Innotek and Sharp to begin ramping up shipments in November and December, respectively, Kuo said.


Sharp has managed to improve the yield rate for the production of 3D sensing modules through technical support from General Interface Solution (GIS), a touch module specialist under Foxconn, the paper said.


10.75 Supply Chain News & Rumors

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