MacRumors carries this disheartening news after it got the latest report from Apple analyst Ming Chi Kuo. Kuo says that the latest flagship iPhone X stock will be extremely limited until 2018 and that will cause Apple to miss its generally predicted 2017 “super cycle”.
And why so? The answer to that was that the company has fallen into some significant problems regarding the mass production of its ‘TrueDepth’ camera sensor the iPhone X uses for its Face ID facial recognition system. Face ID replaced Apple’s Touch ID fingerprint sensor and also resulted in the polarising ‘notch’ at the top of the device’s display, so this is doubtful to be liked further by iPhone fans.
Thus Kuo believes sales of Apple’s latest iPhones (iPhone 8, iPhone 8 Plus, iPhone X) are doubtful to break any records with total iPhone sales for 2017 coming in at 210-220 million units. Apple succeeded in selling 231M in 2015 and this dropped down to 211M in 2016, but the completely redesigned iPhone X was meant to be a game-changer.
The satisfactory news is Kuo says iPhone X production problems will be “significantly addressed” during the first quarter of 2018 and this will see shipments “pick up strongly”. Combined with Apple’s 2018 iPhone upgrades (which Kuo intriguingly describes as “more competitive” than the 2017 models), Kuo believes total 2018 iPhone sales will produce a super cycle of around 245-255M units.
We do know that stock of new iPhone is usually limited right after launch, but never to this extent. For example, the iPhone 6S and iPhone 6S Plus hold Apple’s opening weekend sales record shifting huge 13M units. Kuo believes iPhone X stock could be limited to a total of just 2-4M units until January.