Analyst Ming-Chi Kuo Believes Apple iPhone X Unlikely to Meet Demand until 2018

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
1920x1080 @ 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.

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