Analyst Ming-Chi Kuo Believes Apple iPhone X Unlikely to Meet Demand until 2018
The technology giant, Apple is known for its surprises as well as radical innovations of its range of smartphone that also comes with the reliable & predictable quality for better user experience.
By ditching the iPhone 7S, this year Apple has jumped straight to the iPhone 8, iPhone 8 Plus and iPhone X (or iPhone 10) to celebrate the 10th anniversary of the iPhone line.
The screen on the iPhone X like the Samsung Galaxy S8 and LG V30 extended right to the edges and the once huge bezel has been shrunk right down. It’s a futuristic and eye-catching design that is so much more attractive than your typical iPhone.
iPhone X (Images credit: Apple)
Stunning Features of iPhone 8 / 8 Plus / X
Each new iPhone is IP67 rated water-resistant similar to the earlier line of iPhone, but the iconic circular home-button has gone the way of the headphone jack on the iPhone X.
These new iPhone are powered by the A11 Bionic chip, which is likely built using the same 10nm process as the Snapdragon 835. It has two performance cores, which are 25% faster each than the iPhone 7, plus four high-efficiency cores.
Are Apple new iPhone designed for a Wireless World?
The next revolution to power-up your smartphone perhaps could be a wire-less charging that will change the landscape. With the new feature of wireless charging in iPhone X for easy and simplify charging user experience. The glass back, together with an efficient charging system allows you to simply set iPhone X down to charge it up.
The iPhone X has the first OLED screen that rises to the standards of iPhone blends with accurate, stunning colors, high brightness, and a 1,000,000 to 1 contrast ratio.
According to the GadgetsNow, the following are the stunning specifications of Apple’s iPhone X:
| SUMMARY | performance Hexa Core display 5.8″ (14.73 cm) storage 64 GB camera 12 MP ram 3 GB |
| SPECIAL FEATURES | other sensors Proximity sensor, Accelerometer, Barometer, Compass, Gyroscope fingerprint sensor No |
| GENERAL | quick charging Yes operating system iOS v11 sim slots Single SIM, GSM model iPhone X launch date November 3, 2017 (Expected) brand Apple sim size SIM1: Nano network 4G: Available (supports Indian bands) 3G: Available, 2G: Available fingerprint sensor No |
| MULTIMEDIA | loudspeaker Yes fm radio No |
| PERFORMANCE | chipset Apple A11 Bionic processor Hexa Core coprocessor M11 architecture 64 bit ram 3 GB |
| DESIGN | build material Case: AluminiumBack: Mineral Glass thickness 7.7 mm width 70.9 mm weight 174 grams waterproof Yes Water resistant, IP67 ruggedness Dust proof height 143.6 mm colours Silver, Space Grey |
| DISPLAY | display type OLED screen to body ratio 80.93 % pixel density 463 ppi screen protection Yes screen size 5.8 inches (14.73 cm) screen resolution 1125 x 2436 pixels touch screen Yes 3D Touch Touchscreen, Multi-touch |
| STORAGE | internal memory 64 GB expandable memory No |
| CAMERA | settings Exposure compensation, ISO control aperture F2.2 camera features 10 x Digital Zoom, Optical Zoom, Auto Flash, Face detection, Touch to focus image resolution 4000 x 3000 Pixels sensor BSI Sensor video recording features Optical Image stabilization autofocus Yes shooting modes Continuos Shooting, High Dynamic Range mode (HDR), Burst mode resolution 7 MP Front Camera optical image stabilisation Yes Dual optical image stabilization flash Yes Retina Flash video recording 1920×1080 @ 30 fps |
| BATTERY | user replaceable No quick charging Yes Fast wireless charging Yes type Li-ion |
| NETWORK CONNECTIVITY | wifi Yes Wi-Fi 802.11, a/ac/b/g/n/n 5GHz, MIMO wifi features Mobile Hotspot bluetooth Yes v5.0 volte Yes usb connectivity USB 2.0 nfc Yes network support 4G (supports Indian bands), 3G, 2G gps Yes with A-GPS, Glonass sim 1 4G Bands:TD-LTE 2600(band 38) / 2300(band 40) / 2500(band 41) / 1900(band 39) FD-LTE 2100(band 1) / 1800(band 3) / 2600(band 7) / 900(band 8) / 700(band 28) / 1900(band 2) / 1700(band 4) / 850(band 5) / 700(band 13) / 700(band 17) / 850(band 18) / 850(band 19) / 800(band 20) / 1900(band 25) / 850(band 26) / 700(band 29) / 2300(band 30)3G Bands: UMTS 1700 / 1900 / 2100 / 850 / 900 MHz2G Bands: GSM 1800 / 1900 / 850 / 900 MHz GPRS:Available EDGE:Available sim size SIM1: Nano |
All sounds good, let’s talk about one probable barrier which one could face regarding supply-demand balance until next year.
Meeting the Demand of iPhone X (10)
According to the Apple, the iPhone X launches on November 3 with pre-orders beginning October 27, an analyst Ming-Chi Kuo’s latest research note with KGI Securities believes Apple’s high-end smartphone won’t achieve complete supply-demand balance until next year due to supply constraints.
The forecast for 2017F iPhone X shipments from 45-50 million to around 40 million units, however, they revised up 2018 iPhone X shipment estimate to 80-90 million units.
Apple will ramp up mass production and will enhance the current production of iPhone X which is at 10,000 units per day.
In the press release for Apple’s earnings call released on August 1, Tim Cook said that Apple was still struggling to meet the high demand.
In layman’s terms, if you miss out on October 27th’s preorder, it may be pretty hard to get your hands on an iPhone X for a while.
New iPhone Series to Boost Apple’s Revenue
The late arrival of the iPhone X could also push the sales of the iPhone 8 and the iPhone 8 Plus in the meantime. The two smartphones will go on sale in retail stores a week later (on September 22).
Apple predicts it may generate $49-52 billion revenue as part of its Q3 2017 results, including the spike received from iPhone sales and the arrival of three new handsets may probably touch the $50 billion mark in total revenue for this quarter.
