Apple iPhone X, the redesigned iPhone with an edge-to-edge display and new facial recognition system has reportedly suffered another production delay. A new investor note from Barron's says that the iPhone X has run into even more production problems, which could delay shipments in December.
Analyst Christopher Caso notes that Apple's contract manufacturers are yet to begin the final production of the iPhone X and the production is expected to commence only in mid-October. Earlier reports suggested that the iPhone X production will commence from mid-September and it now seems to have been delayed further by a month. Caso cites supply chain companies based in Asia as the source for these production details.
"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," Caso writes in his note.
At the launch event, Apple said it will begin pre-orders for iPhone X on October 27 and that it will go on sale starting November 3. However, this new note claiming a shift in iPhone ramp timings suggests limited availability of iPhone X during the holiday season. Caso also notes that this incremental delay could hurt Apple's December quarter numbers.
Early this week, KGI Securities analyst Ming-Chi Kuo remarked that iPhone X is cannibalising iPhone 8 and iPhone 8 Plus pre-orders. He also said that iPhone X production is under 10,000 units per day and the new iPhone won't be easy to get at least until 2018.